If your team uses the Salesforce Service Cloud to manage internal or client support requests, you know how easy it is to receive, manage, and resolve challenging issues in record time. But with the ease of creating Cases through email and portal, duplicates can become a serious problem and slow the process of closing tickets. Communications get lost, follow-ups are missed, and no one is happy. Wouldn’t it be great if there was an easy way to find duplicate Cases and merge them together to ensure nothing falls through the cracks? Case Merge Solution has you covered.
“Case Merge Solution” enables authorized users to find duplicate cases on the basis of subject and merge them, Child objects such as comments, attachments , emails are cloned to master case and the duplicate case status is changed to Closed as Duplicate.
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.