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Case Merge Premium: Automatically Detect and Merge Duplicate Cases

Eliminate duplicate cases the smart way.

Overview

Case Merge Premium is a Salesforce-native app that automatically detects and merges duplicate cases. Increase service rep productivity and improve the quality of your case data. Install a free 14-day trial today!

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See How Case Merge Premium: Automatically Detect and Merge Duplicate Cases Works

  • 🟣 Duplicate Detection Automatically surface duplicate cases. Because you can’t merge duplicates if you don’t know they exist.

  • 🟣 Automerge Automatically merge duplicate cases without a human in the loop. Save time and increase efficiency on autopilot.

  • 🟣 Data Governance Ensure reporting consistency by enforcing data guardrails, including primary case selection.

  • 🟣 Merge From Anywhere Service reps can quickly merge duplicates from a case, account, or list view. Review duplicates from anywhere in Salesforce.

  • 🟣 Unmerge View merge history, undo a merge, and revert to original state as if the merge never happened.

  • 🟣 Flexible Configuration Salesforce admins can control how data is merged and which users have access. Settings can vary across teams., whether related object records are moved, cloned, or ignored.

Automatic Duplicate Detection • Without duplicate detection, service reps don't know if they're working on a duplicate case. • With duplicate detection, service reps instantly know if there’s a dupe and can merge on the fly. Merge Modes • Manual: Merge up to 9 cases at once. (10+ using bulk clean merge) • Semi-Automatic: Fast 1-click merge; useful for validating automerge criteria before turning on fully automatic merge. • Full Automatic: Zero-touch background processing automatically cleans duplicates. Unmerge • View merge history. • Undo and revert to original state. Improve Data Quality • Enforce primary case selection for consistent reporting. • Get your team ready for Agentforce & AI Agents. • Increase adoption of Agentforce Service (Service Cloud). Omni-Channel Support • Fully compatible with Omni-Channel Queues and Routing.

Categories

Business Needs
Customer Service
Agent Productivity
Case Management
Industries
Horizontal Product
Personas
Administrator
Business Operations Manager
Service Agent / Supervisor
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Native App
No Limits
Lightning Ready
Managed Package

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