Comparing Date & Date/Time fields when searching for duplicate cases


Case Merge Premium users may want to narrow down duplicate results based upon the date (or date/time) a case was Created, Closed or otherwise updated. For example, Neat Widgets LLC receives an abundance of cases from their customers often with the exact same (or very similar) email subject. When new cases are opened today, the Duplicate Detector is finding cases that are three weeks old. Neat Widgets LLC is looking for a way to narrow down the duplicate results to cases created in the same week.


Starting in version 3.59, Case Merge Premium introduced two new operators for defining duplicate criteria, "within N days" and "within N hours." 

In order for Neat Widgets LLC to narrow down Duplicate Detector results to cases opened in the same week, they'll need to adjust their duplicate criteria following the steps below.
  1. Navigate to the Case Merge Premium Settings tab and select the Search Page tab.
  2. Under the Duplicate Criteria section, click the link to open up the configuration page.
  3. Add a row to your duplicate criteria, and select the Created Date field.
  4. Set the Operator to "within N days", the value to "7" and check Use Case Value.
  5. Click Save, and you're all set!

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Case Merge Premium does not support the use of date functions such as "TODAY" and "LAST 7 DAYS" when configuring the default duplicate criteria. Administrators attempting to use these functions will encounter the following error:

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Please note, this KB article is provided as-is. Customization in regards to the creation of custom fields is not supported under the scope of support provided with the Case Merge Premium application. For further assistance, please contact your Salesforce administrator, Salesforce implementation partner, or your Internet Creations Account Executive to inquire about professional services.


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