Merging opportunities in Salesforce
Merging opportunities with ease
Merging opportunities in Salesforce - step by step
- The process of merging opportunities in Salesforce is not available out of the box, for that you will need to install the dedup-manager app in your CRM.
- Use the following link to install the app: https://www.zaapit.com/page/Install-apps
- Once the setup is done go to the dedup-manager app in your CRM via the app-selector drop-down.
- Go to the jobs tab
- Click the new merge job
- Select the opportunity object.
- select the duplicate criteria or choose the account field
- click the preview button.
- Now search for the right records/account and use the merge button