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Deduplicate Salesforce Leads against Contacts

Salesforce Cross Object Merge Use Case

This post “Deduplicate Salesforce Leads against Contacts” outlines how OneMerge can extend Salesforce Duplicate Management features to implement a realtime check for duplicates between new Leads and existing Contacts (or Person Accounts); a common Salesforce CRM data management use case. [...]

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OneMerge Support Options

How to contact OneMerge for Support

This Blog, OneMerge Support Options, provides information regarding the assistance available with installing and/or configuring OneMerge. Firstly, there are numerous Training Articles available on the website that provide information on the installation and configuration steps. These Training Articles can be [...]

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Salesforce Data Cloud Credits

Reduce Credit Consumption for Data Ingestion and Profile Unification

This post “Salesforce Data Cloud Credits” outlines the benefits of deduplicating Salesforce CRM data before ingestion to Salesforce Data Cloud. Salesforce Data Cloud pricing is calculated based on multiple factors; the edition, add-on licenses and credit consumption. In respect to [...]

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Clone Merge Rulesets

How to Clone a Merge Ruleset

It is recommended that the OneMerge configuration is validated in a sandbox environment before deployment to a Production Salesforce org. OneMerge configuration deployment entails cloning the validated Merge Ruleset and then deployment via standard Salesforce tools such as Change Sets. [...]

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Merge Salesforce Data Cloud Unified Profiles

Bring Salesforce Data Cloud Identity Resolution benefits to Salesforce CRM

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 [...]

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How to create new Merge Rules in OneMerge

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 [...]

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