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Check and Merge Duplicate Contacts

Updated over 8 months ago

You will need to log into your Navatar system using the Admin login

Steps to check Duplicates Contacts 

The below steps are to identifying potential duplicate contacts (based on email).  

Step 1: Log in to your Navatar Admin account. Click the Gear icon in the top-right corner and select Developer Console from the dropdown menu.

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Step 2: In the Developer Console, press Ctrl + E (Windows) or Cmd + E (Mac) to open the "Enter Apex Code" dialog box.

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Step 3: Copy/Paste the below script and check the “Open Log” checkbox and click Execute. 

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Step 4: Once the script is executed, click on File on the top left, then select Open Raw Logs. 

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Step 5: Scroll through the logs to locate lines starting with Contact: {Id=. Copy the duplicate contact data and paste it into an Excel or Word document for reference.

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Steps to Merge Duplicate Contacts: 

Step 1: Open the Classic version of Salesforce by clicking on your profile avatar (top right) and select Switch to Salesforce Classic. 

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Step 2: Copy the Contact IDs from the Excel or Word document. Paste each ID into your browser's URL bar after salesforce.com/ to open the contact records in separate tabs.

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Step 3: Edit the Legal Name of the duplicate contact to match the Legal Name of the contact you want to keep. This step ensures both contacts appear under the same account for merging. 

Step 4: Open the Account > scroll down to Contacts > click on Merge Contacts. 

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Step 5: Select the Contacts to merge and click Next.

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Step 6: Choose the Master Record (the primary contact you want to keep), select the data to retain for each field, and click Merge to complete the process.

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