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Opportunity Merge
Opportunity Merge
- Business Need
- Productivity
- Requires
- Sales Cloud
It merges identical Opportunities of an Account and is useful in cleaning duplicate Opportunities. Works similar to standard Account Merging feature of Salesforce
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales Cloud
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedDeveloper
App Details
- Version
- Opportunity Merge/Opportunity Merge 1.82.0
- Listed On
- 04/18/2018
- Latest Release
- 05/29/2025
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Community BuilderReady to use in the Salesforce Community Builder.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyCommunity BuilderManaged Package
- Package ContentsIf 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: 0Custom Tabs: 0Custom Apps: 0
- Lightning Components
- Global: 2App Builder: 2Community Builder: 2
- 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 AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.78.0
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
04/17/2018
Additional Details
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.