The Setup Status tab provides a streamlined and intuitive setup experience. The following Training Articles also provide an overview for each section.
Step 1 – Configure Salesforce Duplicate Management to identify and report duplicates for OneMerge to merge. The following Training Articles also provide an overview of Duplicate Management.
Step 2 – OneMerge installs Standard (or default) Merge Rulesets. It is recommended that the default Merge Rulesets are used for reference purposes only and clones are created and customised. There are also Training Articles available that go through editing, cloning and creating Merge Rulesets and Merge Rules.
Step 3 – Scheduling Merge and Matching Jobs can be done via the Setup Status Panel or Guided Setup. It is always advisable to only schedule these Jobs, once you have completed testing and validating the Merge and Matching Rules configuration. The following Training Article provides guidance for Merge Jobs.
Step-by-step demo showing how the OneMerge Data Quality Agent identifies duplicate records and merges them. The Agent also supports conversational rule setup. The Data Quality Agent is compatible with Standard and Enterprise Editions and free of charge from the AgentExchange. The following Training Article provides further information.
Merge with confidence using point-in-time undo. OneMerge lets Data Stewards easily review, trace, and roll back merges when needed. Recycle bin retention limits apply for platform merge. The following Training Articles provide further information and example scenarios to follow for Merge Rollback.