Case Merge by Cyber Group

Case Merge by Cyber Group is a case merge application built natively on the Salesforce platform.

• Intuitive interface allows master case and requested fields to be selected and merged.
• Merged case records are not deleted with this application. The merged cases are

assigned as child records to the master case record.

• Child cases contain an indicator that the case has been merged.
• Related records remain associated with original case records.
• Does not require “Modify All” permission on profile.
• Case Merge application respects native field level security when displaying fields to

merge

• Admin needs to configure the page layout to display/view the child cases for all the

merge records.

• Field set determines which custom fields are considered for merging. Administrators

can add / remove custom fields from field set as needed

• Custom Permission Set controls access to Case Merge application