Duplicate cases in Salesforce® create friction, waste resources, and skew support metrics.
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At a glance, agents can quickly see if there are duplicate cases in Salesforce. Team leaders and authorized users get an org-wide view of duplicates.
And while Salesforce’s basic duplicate management is limited, Case Merge Premium can merge 9 cases at once.
Automerge (paid add-on) takes it a step further and does the work for your customer service team by automatically merging duplicates based on settings you can define.
All data is preserved when merging. No need to delete duplicate cases or tell your customers that there is a new case. Old cases that were merged can still receive inbound responses: If a customer responds to a duplicate case, the response is automatically redirected to the correct case.
Case Merge Premium is 100% native, which means your data never leaves Salesforce. Existing Salesforce rules and security permissions are respected. Duplicate detection and the process for merging cases are a seamless experience, and agents continue working in Salesforce as they normally do.
Case Merge Premium is highly flexible and configurable by Salesforce admins.
Or deduplicate now with a free trial on the AppExchange.
