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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 selected Salesforce object. Where action is needed, direct links are provided to the relevant Salesforce Setup pages.

Tracking setup tasks is now easier than ever, enabling faster, best-practice-led implementations.

With the new Merge Rule Setup tab, managing Merge Rulesets and Merge Rules is easier than ever — all in a simple, one-step setup. Instantly see how fields are merged for any selected Salesforce object.

Discover how to quickly and efficiently configure OneMerge to maintain clean, accurate data in your Salesforce org.

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