Turn Salesforce Duplicate Management into automated duplicate resolution.
Salesforce already provides the foundation for identifying potential duplicates. OneMerge extends that capability with Merge Rules, automation, Agentforce-assisted resolution and focused exception review.
Routine duplicate decisions can be resolved automatically, while Merge Activity provides visibility into completed outcomes and Merge Decisions keeps human review focused on the cases that genuinely need judgement.
The result is less manual duplicate management, more consistent data stewardship and cleaner, more trusted Salesforce data for operations, reporting and AI.
OneMerge runs natively within Salesforce, so your data never leaves your org.
See OneMerge in action
Explore how OneMerge moves from duplicate detection to automated resolution, transparent Merge Activity and fast exception review.
OneMerge extends Salesforce Duplicate Management to handle duplicate resolution within Salesforce. CRM data never leaves the platform — duplicate resolution, review, and governance all happen inside the Salesforce experience.
Salesforce Matching Rules and Duplicate Rules identify potential duplicates. OneMerge handles what happens next. Without automation, admins must manually review, compare, and merge records — a process that is error prone and time-consuming.
Merge Rules define how duplicates should be resolved. Merge Automation applies those rules automatically to routine cases. Logic is configured once, repeatable decisions are automated, and only exceptions require human review.
Merge Activity gives admins a view of duplicate resolution across Salesforce, showing how many duplicates have been resolved, how much was automated, how often human review was required, and administrative time saved. Activity can be filtered to show resolutions completed through human review. Each Merge Activity record shows the records involved, the surviving master record, the Merge Rule applied, and how the resolution was reached. Outcomes are auditable and reversible using Easy Undo.
When a duplicate cannot be resolved through automation, it is routed to Merge Decisions. Each Merge Decision displays match confidence, the data stewardship reason, record count, and Salesforce object, along with a field-by-field comparison table. Reviewers can accept, reject, skip, merge immediately, or open the full Merge UI. A data stewardship reason — for example, Platinum Loyalty Programme — explains why a specific case requires human attention.
The overall workflow is: configure Merge Rules, automate routine resolution via Merge Automation, and review only the exceptions that require judgement in Merge Decisions.
OneMerge is available in Free, Standard and Enterprise Editions, with support for English, French and Spanish. All customers receive a complimentary QuickStart session to review requirements and configuration.
