SivaAPSFDC

 https://www.tableau.com/learn/tutorials/on-demand/getting-started-part4?playlist=509087

 

  Introduction This guide explains the steps to identify and merge duplicate cases in Salesforce, ensuring that your data remains clean and organized. Table of Contents Identifying Duplicate Cases Merging Duplicate Cases Reviewing Merged Data Best Practices FAQs 1. Identifying Duplicate Cases Step 1: Manually Search for Duplicates Navigate to the Cases tab in Salesforce. Search for a contact Salesforce automatically identifies potential duplicates. Look for contacts marked as potential duplicates.     2. Merging Duplicate Cases Step 1: Select the Cases to Merge Search for the duplicate cases using the search bar. Select up to three cases to merge by checking the boxes next to their names. Step 3: Compare and Select Fields Salesforce will display a comparison of the selected cases side by side. For each field (e.g., Email, Phone, Address), choose which value you want to keep in the final merged case. If one case has more up-to-date or accurate information, ensure those de...