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How do you merge 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.
Can you merge cases in Salesforce?
You can merge cases from the Cases List View or from the Case Record Home. When you merge cases, you select one case to be the master. You can compare the field values, and select the values that you want to use in the master record. All related lists, feed items, and child records are added to the master.
How many cases can be merged using case merge feature?
Merge your duplicate cases like you merge your duplicate accounts and contacts with Case Merge. Now, you can consolidate up to 3 duplicate cases so your agents can get through the clutter and focus on what’s important, your customers. let’s see how you can merge your cases with this new functionality.
What is merge case?
Salesforce recently announced the addition of Merge Cases, which is in open beta in the Summer ’19 release. This feature allows users to merge two or three cases and most related objects into one master case. Once you merge, the master case is updated with your chosen field values and duplicate cases are deleted.
Can you Unmerge cases in Salesforce?
There’s been no “undo”. “Cloudingo is truly a useful tool that every Salesforce admin should add to their workflow.”
Where do I find merge cases in Microsoft Docs?
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. To see the merged case, open the case it was merged into. You’ll find the merged case listed in the Merged Cases section on the Case Relationships tab.
How do I merge two Microsoft Docs into one?
Open the dashboard you want to look at. Select at least two active case records that you want to merge using the Bulk select button . Select the More Actions button , and then 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.
Can a child case be merged into another child case?
You can only merge a child case into another child case if both of the child cases have the same parent case. In the Customer Service Hub, you can merge cases from the dashboard streams or from the list of case records.