Merge Duplicate Cases from the Case Record Home
- Open the case that you want to merge.
- Open the menu in the highlights panel by clicking the arrow.
- Click Merge Cases
- The Merge Cases model is displayed.
- Use the search bar to browse for cases that you want to merge.
- Select the cases that you want to merge.
- You can select up to three cases.
- Click Next.
- Click Next.
- Click Merge.
- Go to the Cases list view.
- Select the cases that you want to merge. You can select up to three cases.
- Click Merge Cases. The Compare cases model is displayed.
- Select the case that you want to use as the master record. Then select the field values that you want to use for the master record.
- Click Next.
- Click Merge.
How do I search for duplicates in a case?
Searching for duplicates is manual. Salesforce is not providing matching rules functionality on the case object. From a list view, users can select up to three cases to begin a merge. From a single case record, users can click the Merge Cases button and then search for the case number or subject.
How do I create matching rules for a case in Salesforce?
Salesforce is not providing matching rules functionality on the case object. From a list view, users can select up to three cases to begin a merge. From a single case record, users can click the Merge Cases button and then search for the case number or subject.
What to know about merging duplicate accounts in Salesforce?
Things to Know About Merging Duplicate Accounts Associated with... Maintain Your Users’ Account Teams Account Contact Relationship Fields Manage Accounts Search all of Salesforce Help Search all of Salesforce Help
How do I merge cases in case management?
From a single case record, users can click the Merge Cases button and then search for the case number or subject. There is no indication on the existing case that the customer may have other duplicate cases.
Can you merge more than 3 cases on Salesforce?
Agents can merge up to three cases into a single case.
How do I merge duplicate clients in Salesforce?
Required Editions and User PermissionsFrom the Accounts tab, click Merge Accounts in the Tools section. ... To find the duplicate accounts, enter a search string. ... Select up to three accounts you want to merge. ... Select one account as the master record.Select the fields that you want to retain from each record. ... Click Merge.
How do I merge duplicates in Salesforce lightning?
Choose a contact record. A message tells you if duplicates exist for that record. To see them, click View Duplicates.Choose up to three contact records to merge. Click Next.Choose one contact record as the master, and choose the field values that you want to keep. Click Next. ... Confirm your choices and merge.
How do you merge cases?
On the site map, select Service > Cases. Select at least two active case records that you want to merge, and then on the command bar, select Merge Cases. In the Merge Cases dialog box, from the list of cases, select the case the other cases will be merged into, and then select Merge.
How do I manage duplicate accounts in Salesforce?
To manage duplicates that aren't surfaced by a duplicate rule, create a duplicate record set.On a duplicate record set list view, click New.Specify a duplicate rule (in the Duplicate Rule field) or a duplicate job (in the Parent field).In Lightning Experience, in the Related tab, click New.
How do I delete duplicate contacts in Salesforce?
Select Show all Salesforce objects and select Duplicate Record Set (DuplicateRecordSet) object. Select Id and any other desired fields and follow the prompts to complete your export. For more information, review Exporting Data. Review the resulting CSV file to verify the DuplicateRecordSet to be deleted.
How do I merge two objects in Salesforce?
Method 2: Salesforce Merge Custom Object Records using Dupe EliminatorStep 1: Select the custom objects you want to merge.Step 2: If you have more than one field under your custom objects, you can add the field containing the records you want to merge.Step 3: Pick the specific records you want to merge.More items...•
How do I merge non duplicate contacts in Salesforce?
Here's a step by step how:Bring up the App Launcher and click on Duplicate Record Sets.Now click on the New button to add a new Duplicate Record Set. ... Click Save. ... On the Duplicate Record Items related list click on New. ... Now similarly add the second Account or Contact you want to merge and click Save.More items...•
How do I find duplicates in Salesforce?
Hitting the 'Find Duplicates' button on the Lead record, presents the option to check the following options: Name. Last Name.
Can you Unmerge cases in Salesforce?
If a merge needs to be reversed, simply select the record and within seconds it's restored as if nothing ever happened. All relationships, IDs, and lookups are restored to their original state.
What is case hierarchy in Salesforce?
A case hierarchy shows cases that are associated with one another via the Parent Case field. In the case hierarchy, child cases are indented to show that they're related to the parent case above them. To view the hierarchy for a case, click View Hierarchy next to the Case Number field on the case detail page.
How do I create a case hierarchy in Salesforce?
Case Hierarchy in Salesforce LightningAdd Parent Case field to the page layout to link cases.Add View Case Hierarchy action to the page layout to view the hierarchy.Configure Case Hierarchy Columns. By default, the hierarchy view uses the same columns as the recently viewed cases list view.
Written By... Ines Garcia
Ines Garcia founder of www.getagile.co.uk , is an Agile Coach, Certified Scrum Professional (CSP®-SM) and a Salesforce MVP, together helps organisations to become more agile.
How to Merge Duplicate Contacts in Salesforce
Once you have created Duplicate and Matching rules, Salesforce is able to identify potential duplicates in your org. However, you need to add the “Potential Duplicates” component to your Lightning record page, to be able to see them!
How to Merge Duplicate Salesforce Accounts
Similarly to Contacts, ensure your Account Record Page contains the “Potential Duplicates” component to display, when duplicates exist:
Duplicate Record Sets
Duplicate Records Sets are like list views for Duplicate Rules and display records that have been identified as duplicates. They are created when your duplicate rules for Salesforce are triggered.
Merging Duplicate Considerations
Remember hidden fields – they won’t show on the wizard, yet the values are retained from the record marked as primary.
Summary
Merging records in Lightning Experience is available and useful! As an admin, you want (need!) to keep on top of potential duplicates to ensure trustworthy data that is reflective of your awesome admin skills.
Why Case Merging is a Must?
Just imagine A single customer emails, texts, calls, and posts on your community for a single problem.
Salesforce Merge Cases: Answering Key Questions
If you’ve merged a Lead or Account before, the Merge Cases functionality will work in a similar way – with some additional considerations to bear in mind.
Summary
The new Merge Case feature is clearly a welcome addition to the Salesforce platform. I hope this piece has been informative for you, by directly answering the questions many Admins, and others, have approached us with.
About Case Merge Premium
Case Merge Premium offers Salesforce Admins powerful, flexible configuration settings, reducing the clutter of duplicate cases and streamlining workflow so each case is handled by a single agent.
