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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.

OneMerge Merge Rulesets and their constituent Merge Rules are stored as custom metadata records in Salesforce which can be deployed by standard Salesforce tools such as Change Sets. However, the standard Merge Rulesets (provided by default) are part of the OneMerge package and can’t be deployed directly, instead the standard Merge Rulesets should be cloned first and then the clones can be added to a Change Set or deployed via tools such as Gearset.

Guided Setup

Within Guided Setup, there is a feature that provides the ability to be able to Clone Merge Rulesets. This is applicable to OneMerge Free Edition, OneMerge Standard and OneMerge Enterprise Editions.

OneMerge Free Edition Guided Setup - Clone a Merge Ruleset

OneMerge Free Edition Guided Setup – Clone a Merge Ruleset

 

OneMerge Guided Setup - Clone a Merge Ruleset

OneMerge Guided Setup – Clone a Merge Ruleset

 

The purpose of this feature is to provide the option to clone a Merge Ruleset that has gone through the test cycle and is now ready to be deployed to Production. This mitigates manual errors that may occur if the Merge Ruleset and associated Merge Rules are configured manually in the Production environment.

To Clone the Merge Ruleset, you click next and select the one you wish to clone. Clicking next again and finish will complete the process.

The cloned version automatically defaults to ‘Is Active?’ = false, so you can activate at an appropriate time once deployed to a different environment. To view the cloned version, you can do so via reviewing the custom metadata records in the respective Custom Metadata Types.

Related Training Articles

How to Clone Merge Rulesets and Merge Rules using Guided Setup

How to Clone a Merge Ruleset OneMerge Free Edition

If you would like to find out more about OneMerge, please do not hesitate to contact hello@onemerge.co.uk

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