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Open - Not Planned
Open - Not Planned

Merge Opportunity Records

Opportunities & Quotes

 Ability to locate and merge duplicate Opportunity records. My users sometimes create 2 Opportunities on 1 Account record by mistake. I currently right now must delete one of the two Opportunity records where I chance losing valid information/notes/etc. This also at times alters the opportunity record's age (if I'm deleting the oldest of the two). 

Merge Idea · Flag

Latest Comment from Salesforce

  • Aria Niazi - 6 days ago

    Hi everyone, just wanted to post an update since it's been a year from our last one. Unfortunately this idea is still not planned for an upcoming release. For the next few releases we're focusing on two other top requested Opportunity enhacments. 

    1- Lookups to Opportunity Products:  https://trailblazer.salesforce.com/ideaView?id=08730000000Brfa
    2- Opportunity Queue: https://trailblazer.salesforce.com/ideaView?id=08730000000DfoWAAS

    We plan to re-evalute top Opportunity related requests after delivering these two ideas.  
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