Here at OneMerge we are constantly adding new Resources, Training Articles and in particular Demos to our website to provide you with everything you need to get the most out of OneMerge.
To take this one step further, we now have a Demo Hub page which will provide key Demos all in one place. This page will grow in time and we welcome any feedback or requests for other Demos or resources.
The page is currently split into two sections; Getting Started and Key Features.
Getting Started
OneMerge Free Edition – Setup Status
This demo provides an overview of the Setup Status page within OneMerge Free Edition and OneMerge Standard and Enterprise Editions. It is the first place to go, after installing OneMerge, and provides all the steps you need to complete to get up and running as soon as possible.
Getting Started – Configure Salesforce Duplicate Management
This demo shows where to activate or create Duplicate Rules. In the demo example, the Standard Duplicate Rules for the Contact Object are activated.
Getting Started – Configure Merge Rulesets and Merge Rules
When OneMerge is first installed, Standard (or default) Merge Rulesets are created. It is recommended these are used for information purposes, and clones are taken that can be customised. This demo shows how to do this.
Getting Started – Schedule Matching and Merge Jobs
Scheduling Matching and Merge Jobs can be done in numerous ways. This demo walks through setting up a Merge Job on a daily basis, using the Guided Setup feature.
Key Features
Data Quality Agent for Agentforce
This demo provides an overview of the OneMerge Data Quality Agent and how it identifies duplicate records and merges them. The Agent also supports conversational Merge Rule Setup.
Merge Undo
One of the most common questions we get asked is if merges can be rolled back or undone. This demo runs through an example of how the Merge Undo works.
Further Key Feature demos will be added to the Demo Hub. In the meantime, if you have any questions, please do not hesitate to contact us at hello@onemerge.com.