Enable Case Merge to Support Cleaner Data in Your Org

By

Did you know 🧐 with the Spring ’20 Release, Admins can now empower their end-users to merge cases? This will help your Customer Service agents consolidate duplicate cases. It will also support clean data and accurate case history about your clients.

In this video you will learn:

  • How to enable case merge in your org
  • Merge cases

Resources

Review Help & Training for Case Merge in Lightning Experience
Check out this great blog Intro to Service Cloud for Admins
Subscribe to the Salesforce Admins channel!

More Tips & Tricks

Video: Salesforce Macros
Video: Dynamic Actions: Easily Control Visibility of Actions
Video: Notification Builder:Get Notifications to the Right Users In the Right Apps

Check out all our “🧐 Did You Know” videos in one handy playlist!

In-App Guidance Walkthroughs from Salesforce Labs

🧐 Did you know that you can now quickly guide your end users as they adopt change and new features where and when they need it most while in the flow of work? Predefined walkthroughs are the fast and low code way to support change management and adoption within your org. In this video you […]

READ MORE

Have an Idea for a Story?

We are all about the community and sharing ideas.
Do you have an interesting idea or useful tip that you want to share?

SHARE YOUR IDEA