How to Automagically Merge Cases in Salesforce

Jun 9, 2022 1:00 PM
Recorded Live
Jun 9, 2022 1:00 PM


High support volumes suffocate customer service teams and call centers. Handle times trend upward as duplicate cases exacerbate the problem.

Now imagine a pristine support queue—no duplicates. As agents identify and merge duplicate cases, data quality improves and handle times decrease to praiseworthy levels. But what if agents didn’t have to deal with duplicates at all? What if the duplicates could automagically resolve themselves?

Automerge is an innovative, entirely native, new tool for Salesforce that—you guessed it—automatically merges duplicate cases without user intervention.

On June 9, 2022 at 1pm ET, Vicasso’s Product Team unveiled Automerge to the world during a live YouTube stream.

What you’ll glean from the stream:

  • Concrete benefits of automatically merging duplicates
  • How it works (see Automerge in action)
  • Philosophical best practices and recommendations
  • Sandbox trial information and pricing for those interested

How to watch:

  1. Use this YouTube link

Automerge is going to be a game-changer for service organizations.

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Presented By...

Howard Yermish, Director of Product

Thais Pedroso, Product Manager