How to Convert a Duplicate Lead into an Existing Contact Record in Salesforce.

Oh no, you have a duplicate Lead and Contact in Salesforce. This does happen and fortunately for us, this is easy to fix. As a lead creation best practice, you should always search the lead name in Salesforce to make sure that it is not an existing record. But, what happens if someone creates and works a new lead that is already a contact in your Salesforce Org?

In today’s video, I’m going to walk you through “How to Convert a Duplicate Lead into an Existing Contact”.

I hope this helps.

Shane Clevenger

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