From the Salesforce AppExchange, you can download a preconfigured Trial of OneMerge and OneMerge Free Edition which includes example test data. These trials enable you to evaluate OneMerge and understand how it works. There are also test scenarios available on the website that provide step-by-step instructions and give an idea of how OneMerge can help. Further Trial support is also available including how to install and configure OneMerge.
Provided is an example of one of the test sceanrios:
Scenario 1. Real-time merge for duplicate Person Accounts.
1.1. Open the Lupita Alonso Person Account test record.
You can see that the Mobile number is +34 800 300 888.
(Please save the record to generate the Match Key used by Salesforce Matching Rules. This step is required as the keys are missing by default on existing records generated in trial Salesforce orgs.)
1.2. Create a duplicate Person Account record as below.
Name = Lupita Alonso
Email = Lupita.Alonso@trial.onemerge.co.uk
Phone = +34 800 300 777
Mobile = +34 800 300 999
Mailing Address = Paseo de la Castellana,79,28046,Madrid,Spain
You should see a Duplicate warning, this can be ignored.
Click Save.
1.3 Open the Merge Requests tab and there should be a new Merge Request at Completed status.
1.4. Open the original (and master) Lupita Alonso Person Account test record.
The mobile has now changed to the value from the duplicate (as the most recent).
If you would like to find out more about OneMerge, please do not hesitate to contact hello@onemerge.co.uk