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MergeEase

By Advanz101 Business Systems Inc

Merging contracts made easy!

Free  

Never requires payment

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Business Need
Sales
Contract Management
Requires
Revenue Cloud CPQ
Compatible With
Sales Cloud
Service Cloud

MergeEase is an easy to install app for Salesforce CRM users where they can select multiple service contracts from the same account and merge them with the selected master service contract.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Revenue Cloud CPQ
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Salesforce Editions
Enterprise
Unlimited
Developer
Additional Requirements
Salesforce CPQ, Service Cloud for Salesforce CPQ

App Details

Version
MergeEase/Summer 2023 Fixes 1.2.0
Listed On
08/01/2023
Latest Release
08/01/2023
Supported 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
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 0
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.2.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
07/24/2023

Additional Details

MergeEase App provides functionality to merge different Service Contracts available within the same Account into one Master Service Contract. Situations may arise where multiple service contracts within a same account may require Amend/Renew operations to be performed. Performing Amendment or Renewal on large number of service contracts individually becomes a tedious task, and makes it difficult to get different approvals. By using the MergeEase App, all service contracts can be merged into one service contract. Consequently, post merging, the Amend or Renewal operation can be performed in one go.

Need help?

Advanz101 Business Systems Inc

San Jose, CA, USA

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