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ReportIs there a way to merge duplicate opportunities. If 2 are similar is there a way to merge them without having to delete one?
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Is there a way to merge duplicate opportunities. If 2 are similar is there a way to merge them without having to delete one?
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Thank you for getting back with me. My next challenge is setting our nomenclature rules/guidelines? Any suggestions?
Unfortunately, the merge record feature isn't available for the Opportunity entity. From a data integrity standpoint and reporting perspective, updating the surviving record and deleting the duplicate is the best way to proceed.
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André Arnaud de Cal...
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Super User 2024 Season 2
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Martin Dráb
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nmaenpaa
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