PlautiSupport Portal

How to enable Case Merge in Salesforce

To merge Cases using Plauti Deduplicate, you need to enable Salesforce Case Merge first.

Enabling Case Merge in Salesforce

  1. Navigate to the Salesforce Setup .png) menu.

  2. Type 'Case Merge' in the quick find box and click on 'Case Merge'.

  3. Check the 'Merge Cases' checkbox.

  4. Fill out your preference on what happens to duplicate cases after merging.

  5. Click 'Save'.

Now Plauti Deduplicate will use the Salesforce Case Merge for case merging.

Please note that you still need to integrate Plauti Deduplicate with the Case object. Read more in Set up Plauti Deduplicate for a Custom Object.