How to Merge Cases in Salesforce
Here is a step-by-step tutorial to merge cases in Salesforce:
- Head over to the Gear icon on the top right and select Setup from the dropdown.
- In the Setup page, search for "Case Merge" using the Quick Find feature.
- Select and check the Merge Cases box to reveal more options.
- Add a case status for the closed cases. You can add "Merged" to have it as an option. And hit Save
- Make sure the checkboxes for the cases are selected.
- Click on the Merge Cases button on the top right.
- You will see a window asking you to Compare cases (to be merged.) If everything looks good, hit Save!
- Hit the Merge button one last time.
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