Salesforce - Merge Cases

Guide

1. Head over to the Gear icon on the top right and select Setup from the dropdown.

2. In the Setup page, search for "Case Merge" using the Quick find feature.

3. Select and check the Merge Cases box to reveal more options.

4. Add a case status for the closed cases. You can add "Merged" to have it as an option.

5. Hit Save.

6. Make sure the checkboxes for the cases are selected.

7. Click on the Merge Cases button on the top right.

8. You will see a window asking you to Compare cases (to be merged.) If everything looks good, hit Save!

9. Hit the Merge button one last time.