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Case Merge by Cyber Group

Case Merge Application - Solving the Case duplication problem (and more)

Overview

Case Merge by Cyber Group is a case merge app built natively on the Salesforce platform. The app extends the limited case merge functionality in Salesforce’s Spring 2020 release.

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  • • Concatenation feature allows each case record subject field to be combined in the master case record.

  • • Allows up to 5 cases to be merged at once.

  • • SOSL query functionality searches with-in every text field on the case record for possible match.

Case Merge by Cyber Group is a case merge application built natively on the Salesforce platform. • Intuitive interface allows master case and requested fields to be selected and merged. • Merged case records are not deleted with this application. The merged cases are assigned as child records to the master case record. • Child cases contain an indicator that the case has been merged. • Related records remain associated with original case records. • Does not require “Modify All” permission on profile. • Case Merge application respects native field level security when displaying fields to merge • Admin needs to configure the page layout to display/view the child cases for all the merge records. • Field set determines which custom fields are considered for merging. Administrators can add / remove custom fields from field set as needed • Custom Permission Set controls access to Case Merge application

Categories

Business Needs
Admin & Developer Tools
Features
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.
No Limits
Lightning Ready
Managed Package

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