Opportunity Merge

System Froze

On installing the app onto the object page, it started trying to merge opportunities and was sending multiple error messages. It would not let me delete the app from the page, exit the page or even go on any opportunity record on Salesforce. I managed to eventually resolve the issue on my own by using the 'cut (cut & paste) feature and then uninstalling the app. Support were relatively quick to respond considering we lost use of opportunities throughout the system, but came back with a list of instructions I wouldn't even know where to start. Might've just been a one-off issue, but it was much easier to resolve my duplicate opportunities manually this time.

Good idea but doesn't work well

I was excited about trying this app because it is the only only tool for merging opportunities on appexchange. The experience was disappointing. First, after added the custom component to the account page, the account layout would start going haywire when I would mouse over links in Related List Quick Links. The related items could no longer be accessed in Related List Quick Links. I merged two opportunities. The "winner" had a linked email and the "loser" had a linked task. The loser's task was deleted during the merge.

Worked well with some caveats

Worked well out of box. BEWARE: If you have Quotes or any other detail-side objects (where the Master is Opportunity), you need to handle moving those to the Opportunity you are choosing as the master BEFORE merging. This tool will result in the deletion of Quotes on any opportunities you do not choose as the master record (and it recreates the Quote bodies but not their contents). Nothing too bad, you can un-delete the Quotes from Recycle Bin and manually re-pair them (if you forget to do this beforehand). Not a bad addition for a free app, just need to be cautious.

Never worked tried 3 times. Followed directions provided

After completein the steps, noticed I still had 2 opportunities. So I thought maybe I made a mistake and hit "cancel" accidentally. When I followed the instructions again.. I recived an orange warning box, "Something went wrong. Please check validation rules and permissions. Details of issue: Duplicate value found on record with id: <unknown>". This was repeated dozens of times. I thought this merging was supposed to elimate this problem.

not able to merge the opp

so far i have started using the app ,can not say anything as of now.

Messing up the entire account page and not even allowing to remove the component

To fix I have added a filter to show that component to dummy user, not working

Great App

This is a great app which is helping us in removing(merging) those duplicate opportunities. It would be great if we could use the app for opporutinities from two different account. Anyway, I am happy using this app and have already recomended to my colleague from different org.

Great Free App

Its a great app to merge the opportunities and it was the only one I could find on the AppExchange. Just wondering if there is any plans to be able to show just the fields that are different, like how the merging works on Accounts and Contacts. We have a lot of custom fields and it would be great if we could just see the ones that differ on the records please.

Very Helpful but Select Page should allow customizations.

This has been an invaluable tool for my field sales reps. However, the opportunity select screen does not contain enough fields to help differentiate records. It would be helpful to be able to customize which fields are shown on the select screen.

This thing is a mess

Added a component to a lightning page, and upon save, the component appeared in the lightning Editor in front of everything else, so I could no longer edit anything else in the page. Meaning I couldn't remove the component. And I couldn't uninstall the component because it was tied to a page. Had to completely rebuild the page from scratch by accessing sandbox, reassign to all my profiles, delete lightning page, and then I was able to uninstall package