We have infographic diagrams on the website for OneMerge Free Edition and OneMerge Standard and Enterprise Editions. These diagrams explain how OneMerge extends the standard Salesforce Duplicate Management features to deliver a scalable duplicate resolution solution.
There are a number of resources available to help you get started, including a Setup Status tab, Guided Setup within OneMerge and Getting Started instructions on the website. You can also contact us directly for assistance or any questions you may have as we are more than happy to help with the initial setup. We also offer a courtesy QuickStart call.
The pricing tier calculation is based on the highest total record count across all Salesforce objects where duplicates are removed by OneMerge. More information can be found here.
For example, if the Lead object has 100,000 records, Contact has 75,000 and Account has 50,000 records and all objects are configured for duplicate resolution then the Lead count (100,000) is used to determine the pricing tier.
Yes, you can change the priorities for the Merge Rules. If the Merge Rule priority is Newest or Oldest then a date or date time field must be provided as the reference, this can be any field of the required type on the record. OneMerge provides timestamp fields for the standard field groupings which are updated only when the related fields change; this approach provides better accuracy than the record-level timestamps. The following articles provide further information about Merge Rules.
OneMerge provides template screen flows which are intended to be customised (e.g.Data Stewardship). Please do contact us at support@onemerge.com if you would like to find out more. We can provide a walkthrough of the process of tailoring the flows to meet your specific data stewardship requirements.
The Application Settings allow you to change a number of Workload Settings as required. The Application Settings can be found in the Guided Setup in the footer of OneMerge. You can also contact us directly if you would like help with this.
Yes, you can. This Blog Post and this Training Article can explains further. You can also contact us directly and we would be happy to show how this works.
Yes, you can rollback the Merge Result. The Merge Rule Lineage component displayed on the detail page of merged records has a link to the Merge Result. Clicking on the Rollback button within the Merge Result, will return the records to it’s previous state. More information can be found here.
Yes, you have the option to manually find and merge records as well as setting up automations (real-time or scheduled jobs). This blog post provides further information.
No, OneMerge installs into your Salesforce org and runs natively and securely within this environment. We do not store or have access to your Salesforce data.
Yes, your data is protected by the Salesforce security settings you have configured to protect data access. OneMerge processes data directly in the Salesforce Object (e.g. Contact), we don’t copy or move this data.
Yes, OneMerge installs as a certified Managed Package which has been stringently security tested by Salesforce. The security certification process requires periodic reviews and re-certification.
Yes, OneMerge has been security reviewed by Salesforce on multiple occasions to verify that the product is secure and respects the security settings you have configured to protect data access.
A trial version of OneMerge is available for 7 days, although if you contact us directly, we would be more than happy to extend this.
Yes, you can find dedicated pages on the website for trial support for OneMerge Free Edition and OneMerge Standard and Enterprise Editions. You can also contact us directly using the form on the website or by emailing support@onemerge.com.
OneMerge is available for trial purposes via our Salesforce AppExchange listing in 2 ways;
(1) Preconfigured Trial Org (Recommended).
A preconfigured trial which includes the test records referenced in the exemplar test scenarios covered in the Getting Started with the One Merge Trial video and also described below.
(2) Installation into your Org (Sandbox only for trial purposes).
Alternatively, our Release Notes page provides the package version installation link for the latest release.
Once the app is installed please review the Post Installation instructions.
Yes. If you need any help with the configuration, you can either contact us directly using the contact form on the website, by email at support@onemerge.com. There are also resources available within the trial support information on the website.
Yes, there is a dedicated page on the website that describes step-by-step the process you need to follow. Alternatively, you can contact us directly using the contact form on the website and we would be more than happy to help.
There are a number of Training Articles on our website that will hopefully answer your questions, or you can contact us using the contact form.
Within Onemerge Free Edition and Standard and Enterprise Editions, there is a Setup Status tab in the Home page. There is also a Guided Setup Feature within the footer. There are also resources available on the website. If you get stuck, you can email us at support@onemerge.co.uk.
You can install the OneMerge Data Quality Agent from the Salesforce AgentExchange, or you can contact us using the form on the website or email us directly at support@onemerge.com.
The OneMerge Data Quality Agent can be installed with version 1.83 of OneMerge and above. At this time, OneMerge Free Edition is not compatible.
The OneMerge Data Quality Agent identifies and merges duplicates and can also assist with configuration of Merge Rules through natural language.
The following blog post goes into each one in more detail. You can contact us to find out more and we would be happy to provide a demo.
There are some steps that you will need to follow to enable Agentforce. This article provides further information. You can also contact us directly at support@onemerge.com, and we would be more than happy to help with the installation and any questions you may have.
Salesforce provides an Agentforce Testing Centre which is designed to test AI Agents providing confidence in actions taken. The following link explains this in more detail. If you want to find out more about this, please do contact us at support@onemerge.com.
