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 ‘Getting Started‘.
- You will see that there are 7 Steps displayed.
- Expand Step 1- Install OneMerge. Here you will find ways in which to install OneMerge via our Salesforce AppExchange Listing. There is also a link to the Post Installation instructions and also further help via Training Articles.
- Expand Step 2 – Configure Salesforce Duplicate Management. OneMerge extends the standard Salesforce features for duplicate record identification with automated Merge Rules. There are links to the Salesforce Duplicate Management features which will require configuring.
- Expand Step 3 – Configure Merge Rulesets. Merge Rulesets define the merge configuration for the specified Salesforce Object. This step explains more about Merge Rulesets and where the configuration can be managed. A link to further Training Articles is also provided.
- Expand Step 4 – Configure Merge Rules. Merge Rules define the logic applied in the intelligent population of the winning record fields. This step explains more about Merge Rules, where you can configure them and also a link to further Training Articles.
- Expand Step 5 – Configure Data Stewarding. Data Stewarding Conditions pause the automated merge of identified duplicate records where records meet specified criteria. This step explains more about Data Stewarding and where the configuration can be managed. A link to further Training Articles is also provided.
- Expand Step 6 – Real-time or Scheduled Merge?. Having configured Salesforce Duplicate Management and OneMerge Merge Rules the final step is to activate OneMerge for Realtime merge or to schedule the Merge Job to process merge actions in bulk periodically. Again, you will find instructions on how to do this and a link to further Training Articles.
- Expand Step 7 – Scheduled Matching. OneMerge provides bulk Matching Jobs for the standard Salesforce objects (Account, Contact, Lead and Person Account) which execute Salesforce Matching Rules in bulk across either all records in the object, or records which meet specific filter criteria.
Getting Started for Free Edition is also available in the same location, under Product Information.
To find out more about OneMerge, please contact us at hello@onemerge.co.uk or by using the Contact Us form on the website.