Auto Merge Duplicates
identified by Salesforce

  • Improve Operational Productivity
  • Elevate Data Governance
  • Optimise AI / Salesforce Data Cloud

Deduplicate your Salesforce data

Auto Merge Duplicates identified by Salesforce

OneMerge is a flexible record merge solution which extends the standard Salesforce Duplicate Management features. Salesforce finds the duplicates, OneMerge automates merge to deliver standardised and compliant results.

Deduplication improves user productivity, reporting accuracy and optimises AI and Salesforce Data Cloud outcomes.

Simply defragment your Salesforce data, proactively manage data governance or implement an automated Single View of the Customer in Salesforce CRM.

OneMerge is low-effort to implement, scalable and secure; data never leaves Salesforce. A Free Edition is available which supports basic use cases.

OneMerge supports English, French and Spanish languages.

We offer a courtesy QuickStart call to all customers; on this call we’ll discuss your Salesforce Duplicate Management requirements and provide expert setup guidance. Where requirements are straightforward we aim to configure the product with you on the call.

Merge Rules

MERGE RULES group Standard or Custom fields to be merged together using Recency, Quality or Trust factors.

Examples; the most recent Email (plus Email Opt-in), the highest quality Contact Details and the Shipping Address from the most trusted source of data.

Data Stewarding Conditions

DATA STEWARDING CONDITIONS evaluate identified duplicates & control auto-merge versus data stewarding; where an Accept or Reject decision is required.

Examples; Duplicates related to VIP customers require data stewarding whereas online customer registrations seamlessly auto-merge.

Custom Merge

CUSTOM MERGE supports Cross-object merge for Standard & Custom Objects plus rollback & data sync for retained losing records (Link+Sync). The standard Salesforce platform merge is also supported.

Example; Duplicate Leads can be merged to create a new Account.