How To Merge Cases In Salesforce
- Log In: Access your Salesforce account.
- Navigate to Cases: Go to the "Cases" tab from the main menu.
- Search for Cases: Use the search bar to find the cases you want to merge.
- Select Cases: Check the boxes next to the cases you wish to merge.
- Click on Merge: Find and click the "Merge" button.
- Choose Master Case: Select which case will be the primary one.
- Review Details: Compare the details of the selected cases.
- Confirm Merge: Click "Merge" to finalize the process.
- Check Merged Case: Review the merged case to ensure all information is correct.
