Help & Support
Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More
Have Questions?
Auto Merge Duplicate Cases
Merge Duplicate Cases Smartly
Overview
It merges duplicate cases that are either created manually by agent or automatically from customer emails. It works on the principal of same content in description, same subject and same sender to find duplicate case and merge them in one case.
Benefit of duplicate case merging Application: → Streamlining workflow. → Increase the efficiency of service agents and boost their productivity. → Merging cases would reduce the clutter of duplicate cases.
→ Merge multiple cases at a time. → Getting Email notification after Auto-merge.
→ After case merged, status will be update as “Merged as Duplicate and Closed” hence easy to locate the auto merge cases and view them. → Case merger work for find duplicate on same Subject, Email and Descriptions.
ABOUT THE AUTO MERGE DUPLICATE CASES. This tool used to merge duplicate cases that are either created manually by agent or automatically from customer emails (Email-to case). It works on the principal of same content in description, same subject and same sender to find duplicate case and merge them in one case. Users who want to identify duplicate cases and combine them to avoid redundancy of work and efforts will be benefited from this solution. This application eliminates duplicate and redundant data. It empowers agents to manage cases more efficiently and effectively. It makes their job easier and empowers service departments to provide outstanding customer experience. Benefit of duplicate case merging Application- → Streamlining workflow → Increase the efficiency of service agents and boost their productivity → Merging cases would reduce the clutter of duplicate cases → Merge multiple cases at a time → Getting Email notification after Auto-merge → After case merged, status will be update as “merged as duplicate” hence easy to locate the auto merge cases and view them. → Case merger work for find duplicate on same subject ,email and descriptions
Categories
- Business Needs
- Admin & Developer ToolsData ManagementData Cleansing
- Personas
- Administrator
- 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