Astrea Case Merge

works as promised

works as promised, very easy to implement, thank you, guys! I would change: the error message appears (pop-ups) for a very short period with the record id (very useful but time too short, the error message appears when you have to update the record before merge) you can merge up to 10 filtered cases, no problem, but finally, you have to mark each record one by one (you cannot check 10 records at once)

Needs customization options

This is a simple, effective tool, and I like how since it's a lightning component, we can hide and display it to exactly who we want. However, when the "delete duplicates" option is not checked, the merged cases will simply be set with the Status of "Closed". That's not very helpful because how are we, as users and admins, supposed to know that it was "Closed" due to being a duplicate? If there was another status that it could be set to that would work great. Can this be accomplished? UPDATE: The team reached out to me and let me know that if I add a Status called "Closed as Duplicate", the app will find that and set the merged cases to that status, which is much better than just setting them as "Closed". Now you know too! This tool doesn't really merge records, but it's still great for being able to find duplicates and close them out as such.

Great add-on!

Easy to install and easy to use. Definately recommend! Would give it 4.5 start if I could. Why not 5 stars? I wish you could change some of the pre-set options (such as the # of duplicates it looks for which defaults to 2).

Seems useful But..

The feature to delete the duplicate cases is not working. I check the box and complete the process but it does nothing occasionally. Also when it does merge the chatter feed is not merged.

Great little app!

We've been using this app for 6+ months and it's great for our team's needs. We worked with Astrea to do some customization before we installed (at an additional cost but it was *very* inexpensive for custom dev). When questions/concerns came up they were very responsive and helpful, and went above and beyond what was required by our SOW with them. The app works great aside from some salesforce-enforced limitations (ex. merged-in activites show at the merge time in Case Feed, rather than at the original create time). It's become an absolutely indispensable tool, I really can't imagine not having it!

Very useful but not customizable

Hi, Is there a way to edit the fields showing in the component? We'd like to hide some of them, especially the "Delete merged Cases and related records?" checkbox as we want to keep a history of merged Case instead of having our reps deleting them. Thanks, /Y

Very useful utility could benefit from a few improvements

I haven't found CaseMerge dead simple to use but I definitely appreciate its ability to combine cases. I mostly use it when one client sends two or three emails in succession before I've had a chance to respond to the first, or when someone follows up on a previous case by sending a new email. Generally I can find a series of cases to merge by creation date and would appreciate if CaseMerge showed the newest cases in the range first. I often have to increase the number to show before I find the ones I seek. Additionally, CaseMerge would be way more powerful if I could search by contact. Unfortunately, it's a limitation of Salesforce that case feed items get dated when they get added to the feed, not when the associated records were created, so after a merge, emails show the wrong date in the feed even though the correct date is on the email record itself. Also, it took me a little while to figure out how get the quick action installed because the link to the manual provided developer's website is broken.

Works great with a few comments

- Is there a way to set default value for "No Of Cases"? - Not sure if this is possible. Can the CreatedDateTime for both CaseComment and EmailMessage be reserved as original date time, so in the feed display them in the right chronological order?

Great example of how lightning components will transform what users think of Salesforce

Installed this, sent a slack message to my team with just a screnshot of how to use and they think I'm a genius. Thanks for having a free version, we have limited budgets at nonprofits.

Works great in lightning!

Case Merge app provides the great functionality of merging cases with help of case subject, status etc and syncs perfectly with our SF lightning. We are getting a lot of duplicate cases into our org and CaseMerge helped us resolving it, with no need of additional coding. Astrea Team helps you right away if you need any additional changes in the app as well.