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Streamlined Setup

Deliver better Salesforce data faster with the new Setup experience

The new Setup Experience offers streamlined, intuitive guidance and tools to quickly and efficiently configure OneMerge across all editions. The OneMerge Home page now features a Setup Status tab that displays the current status, required actions, and recommendations for the [...]

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How to Translate OneMerge to French or Spanish.

OneMerge can be translated to French or Spanish. Find out how!

This blog post explains and demonstrates how OneMerge supports both French and Spanish languages. The following demo shows how to do this in OneMerge Standard Edition, but it can be translated in all editions. Translate OneMerge to French or Spanish [...]

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OneMerge Cloning Merge Rulesets

Clone Default Standard Merge Rulesets to help with your own required Configuration.

When you first install OneMerge Free, Standard or Enterprise Edition, default Merge Rulesets are provided for Account, Contact and Lead objects and also for Person Accounts if this feature is enabled. It is recommended that rather than edit the configuration [...]

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Create Merge Rules using Merge Rule Setup

Create new Merge Rules using the new Merge Rule Setup Feature.

This blog post follows on from the introduction to the new Feature for OneMerge, Merge Rule Setup. Further information can be found in the previous blog post. One of the key new features offered, is the ability to be able [...]

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OneMerge Merge Rule Setup

New Feature ! Help with configuring Merge Rules using OneMerge Merge Rule Setup.

This blog post introduces the new Feature for OneMerge, Merge Rule Setup. The new Feature, a separate tab within OneMerge Free Edition and Standard and Enterprise Editions, provides a simplistic view of the Merge Rulesets and Merge Rules configured. After [...]

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Product Information, Getting Started

Product Information, Getting Started with OneMerge available on the Website

This blog post explains where to go within the Website to receive step-by-step instructions and help for Getting Started with OneMerge. OneMerge Standard and Enterprise Editions From the main menu , select Product Information, and expand the list view. Select [...]

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