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 [...]
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 [...]
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. [...]
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 [...]
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 [...]