Blog

Filter 

Blog

Creating new Merge Rules in OneMerge

Creating new Merge Rules

OneMerge provides default Merge Rulesets and Merge Rules for Account, Contact and Lead Objects. The Getting Started guide on the website provides further information about these and how to configure them.

You can also setup custom Merge Rules, to the maximum as specified in the Product Information page on the website. The Guided Setup in the footer provides step by step instructions on how to create new Merge Rules and there is also a Training Guide that explains the process.

If you would like to find out more about OneMerge, please do not hesitate to contact hello@onemerge.co.uk

Latest Release Notes for OneMerge and OneMerge Free Edition

OneMerge Free Edition v1.39 and OneMerge v1.43

The latest Release Notes for OneMerge Free Edition and OneMerge are available on the website and also the latest installation link. The following provides a summary:

  • A new Welcome Step has been added to the Guided Setup feature. This introduces the OneMerge product and displays the Setup Steps with links.
  • Merge Rules now have Priority Field and Secondary Priority fields which allows for a quick selection of Created Date or Last Modified Date where the priority type is newest or oldest.
  • The Merge Ruleset Status on the home page displays a Green tick icon when there are no Merge Rules configuration errors. If there are errors, an Amber warning icon is displayed.

If you would like to find out more about OneMerge, please do not hesitate to contact hello@onemerge.co.uk

OneMerge Trial Support

From the Salesforce AppExchange, you can download a preconfigured Trial of OneMerge and OneMerge Free Edition which includes example test data. These trials enable you to evaluate OneMerge and understand how it works. There are also test scenarios available on the website that provide step-by-step instructions and give an idea of how OneMerge can help. Further Trial support is also available including how to install and configure OneMerge.

If you would like to find out more about OneMerge, please do not hesitate to contact hello@onemerge.co.uk

Salesforce Community Events

OneMerge Sponsors Salesforce Community Events 2024

OneMerge is proud and excited to be sponsoring a number of Community Salesforce Events in 2024. We will be attending some in person, and others offering key sponsorship to assist with the overall running of the event. These events are held worldwide to allow like minded Salesforce individuals to come together and meet new people, find apps, share experiences and also to have fun! OneMerge will be on hand to discuss the trials and tribulations of deduplication, and to provide a demo of OneMerge and how this app can solve these issues.

We can’t make all of the Community Events on site, but we will still have a presence at some and contact information will be provided. We are starting at Snowforce 2024, Utah Cultural Celebration Centre, 22nd – 23rd February, where there will be OneMerge signage and an introduction during the evening.

If you would like to find out more about OneMerge, please do not hesitate to contact hello@onemerge.co.uk .

Further Salesforce Community Events we are sponsoring will be added nearer the event dates.

 

OneMerge Spring ’24 Release

OneMerge v 1.40 Spring '24 Release

OneMerge v 1.40, Spring ’24, release notes are available on the website and also the latest installation link. To summarise, the release contains the following:

  • Combine Multi-Select Picklist Values – There is a new Merge Rule flag that indicates Multi-Select picklist fields on the Master Record will be populated with the combination of values found on all duplicates.
  • Total Numeric Values – There is a new Merge Rule flag that indicates numeric type fields on the Master Record will be populated with the sum of the values found on all duplicates.
  • Reparenting Rollback – The Merge Result Rollback Action now supports reparenting of child records back to the original parent record.
  • Consent Management – OneMerge now supports the standard individual object in addition to Account, Contact and Lead for Platform Merge.

If you have any questions or would like to discuss OneMerge in more detail, please do not hesitate to contact hello@onemerge.co.uk.

 

Filed under

OneMerge AppExchange

OneMerge Free Edition and OneMerge Standard Edition

OneMerge Free Edition and OneMerge Standard Edition are available from the Salesforce AppExchange. You can install a trial version which is supported by documentation on the website and also watch a demo. The support provided for both editions is comprehensive, and if you would like further help or to discuss the products further, you can reach out to hello@onemerge.co.uk. We also offer a courtesy QuickStart call to discuss your requirements and provide expert setup guidance. If you would like to schedule a demo, you can do so by completing the contact form on the website.

Please do get in touch if you need any help with anything OneMerge related.