Your answer to duplicate cases: Case Merge Premium with Automerge

Automatically merge duplicate cases in Salesforce®. When there are multiple cases for the same issue, agents waste time trying to find the information they need to help the customer.

Give your customer service team a better experience in Salesforce. They deserve it. Your customers deserve it.

‍No more duplicates, no more headaches. 

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Merge cases in Salesforce, it's easy with Case Merge Premium:

Automatically merge duplicate cases - New!

Without user intervention, Automerge does the work for you. Save your support team’s time and make them more efficient while they focus on what actually matters.

With four modes to choose from, Automerge is highly customizable. Choose when Automerge should run and how the merge should be performed.

  • Disabled
  • Detection Only
  • Detection with Automerge Indicator
  • Enabled

Configure strict and unique Automerge duplicate criteria to automatically merge cases with high confidence of being duplicates. Analyze criteria performance to see how well it’s working and take suggested criteria into consideration.

Cure the headaches caused by duplicates

Duplicate cases are known to wreak havoc. When there are multiple cases for the same issue, agents waste time trying to find the information they need to help the customer.
Give your customer service team a better experience in Salesforce. They deserve it. Your customers deserve it.

Identifying duplicates is simple

At a glance, agents can quickly see if there are duplicate cases in Salesforce. There's a noticeable indicator on the case to let agents know there are duplicates. You'll never have multiple agents unintentionally working the same issue again.
Team leaders and authorized users get an org-wide view of duplicates from one single place with the Duplicate Case Utility Bar component. Save time by quickly resolving or dismissing duplicates.
If needed, quickly unmerge cases with a click of a button.

Merging cases is fast

  1. Select the cases to merge.
  2. Pick the primary case and make key field edits.
  3. Choose which related data is merged.

‍In just a few steps, your agents can consolidate information into a single case, which gives them a single thread of communication. No more headaches.

Ready to learn more?

Yes, I'm ready!