Merging opportunities in Salesforce

Merging opportunities with ease

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Merging opportunities in Salesforce - step by step

  1. 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.
  2. Use the following link to install the app: https://www.zaapit.com/page/Install-apps
  3. Once the setup is done go to the dedup-manager app in your CRM via the app-selector drop-down.
  4. Go to the jobs tab
  5. Click the new merge job
  6. Select the opportunity object.
  7. select the duplicate criteria or choose the account field
  8. click the preview button.
  9. Now search for the right records/account and use the merge button

Preview:

    Mass Merge Contacts in SalesforceMass Merge Contacts in Salesforce - detection
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