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Opportunity Merge

Opportunity Merge

Overview

It merges identical Opportunities of an Account and is useful in cleaning duplicate Opportunities. Works similar to standard Account Merging feature of Salesforce

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  • Data Redundancy is decreased with increase in memory space.

Opportunity Merge merges identical Opportunities of an Account and helps in cleaning up duplicate Opportunities. It allows user to select one opportunity as Master Opportunity out of the two selected records. By default all values in the merged opportunity are taken from Master Opportunity. User may use values of some fields from other opportunity as needed. The “slave” opportunity is deleted from Salesforce after a successful merge.

Categories

Business Needs
Productivity
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.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Community Builder
Managed Package

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