Case Merge Premium
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.
Top keywords
- merge7×5.98%
- duplicate4×3.42%
- service4×3.42%
- automatic3×2.56%
- detection3×2.56%
- duplicate detection3×2.56%
- agentforce2×1.71%
- case2×1.71%
- detection service2×1.71%
- detection service reps2×1.71%
- duplicate detection service2×1.71%
- fully2×1.71%
Super Round Robin | Assign Leads, Cases, Opportunites and more...
Easily automate assignment for leads, cases and any Salesforce objects. Go beyond simple round robin with criteria-based rules that intelligently assign leads (or other objects) based on capacity, even or weighted distribution, and custom user fields. Flexible capacity models: Capacity-based, even, or weighted round robin. Custom fields and time management: Assign the Owner and/or Custom User Fields, with options for working hours, shifts, and out-of-office status. Dynamic assignment: Add users in bulk based on roles, divisions, and Chatter Groups. Pause assignments when needed. Geolocation-Based routing: Route to the closest rep. SLA management: Reassign on SLA miss. Advanced options: Editable email templates, sophisticated matching rules (skills, profile, territory and more), performance dashboards and audit logs. Free consultancy and 5 * support: Our expert consultancy offers setup optimization, advanced automation, or Salesforce audits to fit your needs. Plauti Assign scales with your business, seamlessly managing multi-stage sales processes across teams, time zones, and pipeline stages. Less time managing leads, more growth. Experience it yourself, try it for free.
Top keywords
- assign3×1.81%
- custom3×1.81%
- fields3×1.81%
- leads3×1.81%
- time3×1.81%
- advanced2×1.20%
- assignment2×1.20%
- capacity2×1.20%
