OneMerge extends Salesforce Duplicate Management into automated duplicate resolution. Salesforce identifies potential duplicate records; OneMerge applies configurable Merge Rules, automation and data stewardship controls to resolve them efficiently and consistently.
Salesforce Duplicate Management provides flexible, robust capabilities for record matching, but duplicate resolution is often left as a manual task. Admins must compare records, choose the surviving record, decide which values to retain and complete the merge. This is repetitive, time-consuming and difficult to scale.
OneMerge automates routine resolution, provides visibility through Merge Activity and keeps human review focused on the exceptions through Merge Decisions.
Setup the Rules. Automate Resolution. Review Exceptions Only.
OneMerge extends Salesforce Duplicate Management to handle duplicate resolution within Salesforce. CRM data never leaves the platform — duplicate resolution, review, and governance all happen inside the Salesforce experience.
Salesforce Matching Rules and Duplicate Rules identify potential duplicates. OneMerge handles what happens next. Without automation, admins must manually review, compare, and merge records — a process that is error prone and time-consuming.
Merge Rules define how duplicates should be resolved. Merge Automation applies those rules automatically to routine cases. Logic is configured once, repeatable decisions are automated, and only exceptions require human review.
Merge Activity gives admins a view of duplicate resolution across Salesforce, showing how many duplicates have been resolved, how much was automated, how often human review was required, and administrative time saved. Activity can be filtered to show resolutions completed through human review. Each Merge Activity record shows the records involved, the surviving master record, the Merge Rule applied, and how the resolution was reached. Outcomes are auditable and reversible using Easy Undo.
When a duplicate cannot be resolved through automation, it is routed to Merge Decisions. Each Merge Decision displays match confidence, the data stewardship reason, record count, and Salesforce object, along with a field-by-field comparison table. Reviewers can accept, reject, skip, merge immediately, or open the full Merge UI. A data stewardship reason — for example, Platinum Loyalty Programme — explains why a specific case requires human attention.
The overall workflow is: configure Merge Rules, automate routine resolution via Merge Automation, and review only the exceptions that require judgement in Merge Decisions.
Merge automation can run in real-time, on a schedule, through Salesforce Platform Actions or via API. OneMerge supports Account, Contact, Lead and Individual, as well as Custom Objects and Cross-Object merge use cases.
Salesforce finds duplicates. OneMerge resolves them.
