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Astrea Case Merge

Merge Your Duplicate Cases

Overview

Astrea Case Merge is a Salesforce native lightning component. The component is used to merge duplicate Cases in a Salesforce instance according to dynamically selected multi-criteria.

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See How Astrea Case Merge Works

  • Subject, Origin, Priority, Status, Contact and CreatedDate range.

  • The component merges the duplicate Case in the parent Case and also their related Email Messages, Comments, Attachments and Files. Users also have the option to delete the merged Cases and their related records upon merging.

  • The merged Cases are saved with a Status of 'Closed As Duplicate'.

It supports point and click graphical user interface which is very simple and easy to use. By using this lightning component, Salesforce administrators can merge Cases with the help of following criteria: Subject, Origin, Priority, Status, Contact and CreatedDate range. The component merges the duplicate Case in the parent Case and also their related Email Messages, Comments, Attachments and Files. The component requires 'My Domain' to be enabled in the Salesforce Org to function properly. Users also have the option to delete the merged Cases and their related records upon merging.

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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