This post describes a step-by-step approach to merge Salesforce Data Cloud Unified Profiles in Salesforce CRM using standard Duplicate Management features and OneMerge. Problem Statement Data Cloud Identity Resolution uses Match Rules to identity duplicate Individuals (or Accounts) and Reconciliation [...]
Scan for Salesforce Duplicates with OneMerge Free Edition Matching Jobs. OneMerge Matching Jobs apply the active Salesforce Matching Rules to scan a Salesforce Object for duplicates. Matching Jobs can be scheduled using the Guided Setup on a hourly, every ‘x’ [...]
OneMerge – Auto Merge Duplicates identified by Salesforce The OneMerge Release Notes April 2024 for Enterprise, Standard and Free Editions are available on the website and they also include the latest package installation links; v1.51 for OneMerge Standard and Enterprise [...]
OneMerge creates default Merge Rulesets and Merge Rules for Account, Contact, Lead, and Individual Objects. The Getting Started guide on the website further explains these topics and how to configure them. You can also create new Rules in (and Merge [...]