Case Merge Premium
Automatically Detect and Merge Duplicate Cases
By VicassoAgent Productivity
- Rating
- 4.9
- Reviews
- 91
- Pricing
- Paid
- From $12 per user per month
- Listed since
- 2010
About Case Merge Premium
Eliminate duplicate cases the smart way.
Automatic Duplicate Detection
- Without duplicate detection, service reps don't know if they're working on a duplicate case.
- With duplicate detection, service reps instantly know if there’s a dupe and can merge on the fly.
Merge Modes
- Manual: Merge up to 9 cases at once. (10+ using bulk clean merge)
- Semi-Automatic: Fast 1-click merge; useful for validating automerge criteria before turning on fully automatic merge.
- Full Automatic: Zero-touch background processing automatically cleans duplicates.
Unmerge
- View merge history.
- Undo and revert to original state.
Improve Data Quality
- Enforce primary case selection for consistent reporting.
- Get your team ready for Agentforce & AI Agents.
- Increase adoption of Agentforce Service (Service Cloud).
Omni-Channel Support
- Fully compatible with Omni-Channel Queues and Routing.
Highlights
- 🟣 Duplicate Detection Automatically surface duplicate cases. Because you can’t merge duplicates if you don’t know they exist.
- 🟣 Automerge Automatically merge duplicate cases without a human in the loop. Save time and increase efficiency on autopilot.
- 🟣 Data Governance Ensure reporting consistency by enforcing data guardrails, including primary case selection.
- 🟣 Merge From Anywhere Service reps can quickly merge duplicates from a case, account, or list view. Review duplicates from anywhere in Salesforce.
- 🟣 Unmerge View merge history, undo a merge, and revert to original state as if the merge never happened.
- 🟣 Flexible Configuration Salesforce admins can control how data is merged and which users have access. Settings can vary across teams., whether related object records are moved, cloned, or ignored.
Screenshots and videos
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Pricing
Paid, from $12 per user per month.
| Plan | Price | Billed | Free trial |
|---|---|---|---|
| Case Merge Premium | $12 per user | Monthly | 14 days |
| Case Merge Premium with Automerge | $18 per user | Monthly | 14 days |
| Guided Setup | $2,350 per org | One time | None |
14-day free trial. $2,160 contract minimum includes 15 users. Contact us to discuss pricing details for Service Experience Suite, bundling, volume, and term. Call +1 609.570.7200.
The publisher offers discounts.
Compatibility
- Works with
- Sales Cloud
- Service Cloud
- Government Cloud
- Salesforce editions
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on June 2, 2025
- Industries
- Horizontal Product
- Languages
- English
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