Opportunity Merge is a Salesforce Lightning component developed to enable allow users to merge duplicate Opportunities. The functionality to merge Salesforce Opportunities from Lightning is a feature often requested by our clients. Astrea’s Opportunity merge helps users to merge two duplicate Opportunities of an Account from the detail page with an easy to use interface.
Functionality of Salesforce Opportunity Merge
The component is easy to setup and can be used from a detail page of Account with a few simple steps. The full details of the setup can be seen in the User guide available on AppExchange and from here.
With Opportunity Merge, a simple UI is provided to ease the user navigation and flow of the component. The users will be able to Merge duplicate opportunities for an account and select winning Opportunity amongst two Opportunities. Also there is an option of Merging opportunities on the basis of the selected field values into the winning Opportunity and this allows data of the losing opportunity to be retained in the master opportunity.
Opportunity Merge helps in keeping the Salesforce data clean by removing duplicate accounts.
Using the Opportunity Merge Component
The app comes with an easy to use and access button on the Account Object called "Merge Opportunities"..
Opportunities list will be displayed with all the related opportunities to an account record and user can Select the Opportunities that needs to be merged by clicking on the continue button.
The field values will be displayed that can be selected for merging amongst the selected Opportunities, once the merge is done the system will delete the other opportunity.
These values will be stored in the Master Opportunity and will seen in the layout. The App is available on AppExchange and can be downloaded from here
Easy install and worked for some users, however I'm getting a sharing error. Been chatting with the developers and will rate 5 stars when the app is working correctly. Update - Astrea was extremely responsive and helped me fix my issues.
Had an issue with merging and the team quickly got it resolved in 2 days due to a child object that was not permitting to merge the opportunity
Thanks, guys! you are great!