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All Tutorials /Salesforce

How to Merge Cases in Salesforce

Updated on:
April 6, 2026
By:
Madhav Bhandari
Use this interactive demo to learn how to merge cases in Salesforce.

‍

Here is a step-by-step tutorial to merge cases in Salesforce:

  1. Head over to the Gear icon on the top right and select Setup from the dropdown.
  2. In the Setup page, search for "Case Merge" using the Quick Find feature.
  3. Select and check the Merge Cases box to reveal more options.
  4. Add a case status for the closed cases. You can add "Merged" to have it as an option. And hit Save
  5. Make sure the checkboxes for the cases are selected.
  6. Click on the Merge Cases button on the top right.
  7. You will see a window asking you to Compare cases (to be merged.) If everything looks good, hit Save!
  8. Hit the Merge button one last time.

📌 Why this matters

Merging cases eliminates duplicate tickets that fragment customer interactions across multiple records, giving you a complete view of each customer's journey in one place. When customers contact support through different channels or multiple agents create separate cases for the same issue, you lose critical context that impacts resolution quality.

Beyond cleanup, merged cases preserve all communication history, attachments, and activity logs while maintaining accurate reporting metrics. This prevents agents from repeating troubleshooting steps and ensures management dashboards reflect true case volumes rather than inflated numbers from duplicates.

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