Combining records is a practical method for managing duplicate records, allowing the creation of a master record from the merged duplicate records.

How to Merge Records in the 'Scanning Queue'

Within the Scanning Queue, attempting to create a duplicate Contact or Lead will prompt the display of a warning message.

After selecting 'Merge,' you will be directed to the Salesforce merge wizard.

To merge a record:

1. Select 'Merge.'
2. In the 'Merge Wizard,' choose the records you wish to merge.
3. After selecting the record, designate which fields to merge into the master record.
4. Once the fields are chosen, click 'Merge' to update the master record fields.
5. A popup will appear, confirming the successful merging of the records.

Below is a step-by-step guide on how to merge a record.