Merging opportunities in Salesforce
How to merge opportunities in salesforce with ease?
Last modified by Ben Ford, on 27/Feb/2023Duplicate opportunities in Salesforce (or salesforce-dot-com – SFDC) hurt your organization’s overall performance and waste your Sales-reps time. Duplicate data may also lead to poor customer experiences, such as repetitive emails / spamming, multiple reps contacting the same prospect again and again, etc.
The process of merging opportunities in Salesforce is currently not available out of the box by a native/vanilla tool, to merge duplicate opportunities in Salesforce you will need to install an the dedup-manager app by ZaapIT.
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