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Case Merge Premium: Automatically Detect and Merge Duplicate Cases

Eliminate duplicate cases the smart way.

Starting at $12   USD/user/month

Discounts available for nonprofits

Try It
Industries
Horizontal Product
Business Need
Customer Service
Agent Productivity
Case Management
Requires
None
Compatible With
Sales Cloud
Service Cloud
Government Cloud

Highlights

🟣 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.

Provider Details

Vicasso
Hamilton, NJ, United States
Social Impact
Pledge 1%
This company pledges 1% of their product, profit, equity, or time to support the community. Learn more about Pledge 1%
Pledge 1%
Founded
1996
Phone
+1 609.570.7200

Resolve cases faster, at lower cost, on cleaner data. Vicasso builds native Agentforce Service solutions that help service and support teams run leaner as their workforce becomes part human, part AI agent. We started as a Salesforce customer in 2004, hit the same service gaps you're hitting now, and built our way out of them. That made us a Salesforce partner in 2009, and since then we've built service technology exclusively for the Salesforce Platform. It's all we do. Our solutions are counted on by service leaders, contact centers, and Salesforce-certified experts across 25+ countries and every Salesforce release. Behind them stands a team of in-house, onshore experts with the proof to back it up: an NPS of 92, 500+ 5-star reviews on the Salesforce AgentExchange, and millions in cost savings for our customers. Book a demo to see how we accelerate service for the AI era: https://www.vicasso.com/demo

Pricing Details

You must pay to use this solution. Discounts are available for nonprofits.

Case Merge Premium

$12 USD/user/month

Free trial available for 14 days

Lowest Starting Price

Case Merge Premium with Automerge

$18 USD/user/month

Free trial available for 14 days

Guided Setup

$2,350 USD/org/one-time payment

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