About Astrea Case Merge
Astrea Case Merge is a native Salesforce Lightning component from Astrea IT Services that helps merge duplicate cases using dynamic multi-criteria through a simple, point-and-click interface. It provides features such as selecting filter criteria, choosing Status, Origin, and Priority, and optionally selecting Created Date. Users can also specify the number of cases to merge at a time, ranging from 2 to 10, and the merged cases will automatically change their Status to Closed. This tool simplifies the case management process within Salesforce, reducing clutter and improving efficiency. Key capabilities: dynamic multi-criteria merging status updates user-friendly interface case selection options integration with Salesforce Best for: Salesforce users that need to manage duplicate cases effectively.
Astrea Case Merge by Astrea IT Services is a cloud-based customer service software designed to streamline case management processes for businesses, particularly those managing large volumes of customer inquiries and support tickets. Its primary purpose is to simplify and automate the merging of duplicate or related cases within customer service workflows, helping organizations maintain clean, organized data and enhance operational efficiency. The software’s key features focus on intelligent case merging, seamless integration with various enterprise systems, and user-friendly case management that reduces manual workload for support teams. The user interface of Astrea Case Merge is clean, straightforward, and designed for ease of use, allowing customer service representatives and managers to navigate the platform effortlessly. The dashboard presents an organized view of active cases and potential duplicates identified by the system. Navigation menus are intuitive and clearly labeled, making it easy for users to access core functions without requiring extensive training. Unique design elements include a smart filtering mechanism that highlights cases ready for merging and a step-by-step workflow that guides users through the merging process, minimizing errors and saving time.
Pros & Cons
- +Easy to use: Point-and-click graphical user interface.
- +Multi-criteria merging: Merge duplicate cases based on Subject, Origin, Priority, Status, and CreatedDate.
- +Merges related data: Combines emails, comments, and attachments with the master case.
- −Salesforce limitations: Some merged activities show merge time instead of original create time in the Case Feed.
- −Requires manual selection: Users must manually select cases to merge.
- −Limited to 2-10 cases at a time: May not handle very large merges in one go.
Features
Key features
- Salesforce Native Lightning Component
- Designed specifically for the Salesforce Lightning environment, ensuring seamless integration and user experience.
- Duplicate Case Merging
- Core functionality focused on efficiently identifying and merging redundant case records within Salesforce.
- Multi-Criteria Dynamic Selection
- Utilizes a flexible system where users can dynamically select various criteria (Subject, Origin, Priority, Status, CreatedDate range) to find duplicates.
- Related Records Consolidation
- Automatically merges all associated Email Messages, Comments, and Attachments into the designated master case, preventing data loss.
- User-Friendly Interface
- Features a point-and-click graphical user interface, making it simple and easy for Salesforce administrators to use.
- Free AppExchange Availability
- The component can be downloaded and used for free directly from the Salesforce AppExchange.
Additional features
- Core Case Merging
- Merges duplicate cases into a single master case.
- Salesforce Lightning Component
- Built as a native component for the Salesforce Lightning platform.
- Dynamic Multi-Criteria Search
- Allows selection of multiple criteria to find duplicate cases.
- Mandatory Subject Filter
- Requires the use of the subject field as the primary search filter, with "Contains" and "Equals" options.
- Optional Search Filters
- Includes optional filters for Case Origin, Priority, Status, and Created Date range.
- Selectable Merge Quantity
- Users can choose to merge between 2 to 10 cases at a time.
- Duplicate List Generation
- Displays a list of identified duplicate cases with related information based on search criteria.
- User Selection for Merging
- Enables users to select specific cases from the list via checkboxes for merging.
- Master Case Designation
- Defaults the oldest case as the master case, with an option for the user to change it.
- Related Data Transfer
- Merges associated Email Messages, Comments, and Attachments into the master case.
- Automatic Status Update
- After merging, the status of the merged duplicate cases automatically changes to "Closed."
- Quick Action Access
- Accessible directly from a Case's detail page via a "CaseMerge" quick action.
- Free AppExchange Download
- Available for free download from the Salesforce AppExchange.
- Custom Development Support
- Astrea offers custom development services for specific client needs (may incur additional cost).
Pricing
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Interface languages
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About Astrea Case Merge
Astrea Case Merge is a native Salesforce Lightning component from Astrea IT Services that helps merge duplicate cases using dynamic multi-criteria through a simple, point-and-click interface. It provides features such as selecting filter criteria, choosing Status, Origin, and Priority, and optionally selecting Created Date. Users can also specify the number of cases to merge at a time, ranging from 2 to 10, and the merged cases will automatically change their Status to Closed. This tool simplifies the case management process within Salesforce, reducing clutter and improving efficiency. Key capabilities: dynamic multi-criteria merging status updates user-friendly interface case selection options integration with Salesforce Best for: Salesforce users that need to manage duplicate cases effectively.
Astrea Case Merge Details
Astrea Case Merge's In-App Market Place
Does Astrea Case Merge have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), JPY (¥), AUD (A$), CAD (C$), CHF (Fr), CNY (¥), SEK (kr), MXN ($), NZD (NZ$), SGD (S$), HKD (HK$), NOK (kr), KRW (₩), INR (₹), RUB (₽), ZAR (R), BRL (R$), TRY (₺), AED (د.إ), SAR (﷼), THB (฿), IDR (Rp), PLN (zł), MYR (RM), HUF (Ft), CZK (Kč), CLP ($)
Pros & Cons
- Easy to use: Point-and-click graphical user interface.
- Multi-criteria merging: Merge duplicate cases based on Subject, Origin, Priority, Status, and CreatedDate.
- Merges related data: Combines emails, comments, and attachments with the master case.
- Salesforce limitations: Some merged activities show merge time instead of original create time in the Case Feed.
- Requires manual selection: Users must manually select cases to merge.
- Limited to 2-10 cases at a time: May not handle very large merges in one go.
Astrea Case Merge's Support Options
Email Address
support@astreait.comAstrea Case Merge's Alternatives
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