Merging Duplicate Records in OneMerge can be an Automated Process or can be processed Manually. This demo shows the Salesforce Account Merge using OneMerge Manual Merge UI feature, accessed through Find Duplicates. Test Scenario Navigate to the Find Duplicates Tab. [...]
Merging Duplicate Records in OneMerge can be an Automated Process or can be processed Manually. This demo shows the Salesforce Contact Merge using OneMerge Automated Merge feature, by scheduling Merge Jobs. Test Scenario Navigate to the Contacts Tab. Two duplicate [...]
This short post provides an overview of the new Duplicate Management Match Confidence driven data stewardship process now supported by OneMerge Standard and Enterprise editions. Previously the options for controlling whether duplicates followed the data stewardship or auto-merge paths were [...]
OneMerge provides enhanced Merge Rollback features in the Summer ’24 release for all editions. This blog post provides a quick overview. When OneMerge merges a Duplicate Record Set, which has been generated by Salesforce Duplicate Management, a Merge Result record [...]
OneMerge Free Edition provides data stewardship tools in the Summer 24 release. This blog post provides an overview of the new features. I’ll start this post with a bullet-point summary of the key concepts of the OneMerge data flow. Duplicate [...]
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. [...]