---
schema_version: "1"
id: be55813d2a8a88a5c0549361a4a9ea8eb82cf06c4b37cb87db9d47de5e676196
title: Set Up Enhanced Case Merge (Beta)
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/cases_enhanced_case_merge.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.cases_enhanced_case_merge.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 40144c5fdf19ae5c06213a6015125ab32e5b7b5f08e7c62e9e05bf0c0fdcb105
description: Use Enhanced Case Merge to proactively suggest potential duplicate cases for case merge.
products:
  - Service Cloud
release: "264"
---
# Set Up Enhanced Case Merge (Beta)

Use Enhanced Case Merge to proactively suggest potential duplicate cases for case merge.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=service.service_editions_reference.htm&amp;language=en_US" target="_blank">View supported editions</a>.</td></tr></tbody></table>

## Turn on Enhanced Case Merge (Beta)

Follow these steps to turn on the Enhanced Case Merge (beta) feature, which proactively suggests potential duplicate cases for merging.

1. From Setup, in the Quick Find box, enter Case Merge and select **Case Merge**.
2. Select the **Merge cases with Enhanced Case Merge** checkbox.

## Create and Manage Duplicate Rules

Define the business logic that identifies duplicate cases to move from manual, reactive cleanup to proactive prevention. Create, edit, activate, or deactivate rules to control when they are applied without deleting them.

1. From Setup, in the Quick Find box, enter Duplicate Rules, and then select **Duplicate Rules**.
2. Provide a unique rule name and a clear description of the logic.
3. Select a matching rule that will determine how duplicate cases are identified.
4. Set specific conditions that a case must meet before the rule executes. This step makes sure that merge logic runs only on relevant subsets of case data.

## Add the Duplicate Cases Component to Case Pages

Add the proactive Duplicates Cases Lightning web component (LWC) to your case records. Once added, the component provides support reps with real-time suggestions, key case data, and a direct review and merge action.

1. Open a case record, click the Setup gear icon, and then select **Edit Page** to open the Lightning App Builder.
2. Locate the Duplicate Cases component in the Lightning Components list.
3. Drag the component onto the case record page. We recommend a prominent sidebar or the main activity area.
4. Save and activate the page.

The component provides support reps with:

- Real-time suggestions: Displays a list of potential duplicates dynamically queried based on active rules.
- Key case data: Shows the case number, subject, contact, and date opened for each suggestion.
- Review and merge: A direct button that initiates the merge window with the current case preselected as the primary case.