Notifications
Announcements
Is there a way to merge duplicate opportunities. If 2 are similar is there a way to merge them without having to delete one?
*This post is locked for comments
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.
Thank you for getting back with me. My next challenge is setting our nomenclature rules/guidelines? Any suggestions?
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
As AI tools become more common, we’re introducing a Responsible AI Use…
Thanks to all of our 2025 Community Spotlight stars!
These are the community rock stars!
Stay up to date on forum activity by subscribing.
ZS-27011425-0 1
