Getting Started with Free Edition

Step 1 - Install OneMerge Free Edition

OneMerge Free Edition is available via our Salesforce AppExchange listing.

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.

If we can help at all with installation, please contact us at support@onemerge.co.uk.

Step 2 - Configure Salesforce Duplicate Management

OneMerge extends the standard Salesforce features for duplicate record identification with automated Merge Rules. The standard Salesforce Duplicate Management features noted below require configuration.

Matching Rules compare records and detect duplicates. Standard preconfigured Matching Rules are provided for the standard Salesforce Objects (Account, Person Account, Contact and Lead). Custom Matching Rules can also be configured for standard and custom objects. Matching Rules combine fields with matching logic to define the criteria upon which duplicate records are identified.

Duplicate Rules specify the handling process applied to the duplicate records identified by Matching Rules. Duplicate Rules can Block the creation of duplicates, Alert the user or Report the duplication to a standard object for reporting purposes. OneMerge uses the records generated by the Report action (Duplicate Record Sets) as the input to the automated merge process.

Step 3 - Configure Merge Rulesets

Merge Rulesets define the merge configuration for the specified Salesforce Object. The Merge Ruleset configuration can be managed via the Guided Setup link shown in the page footer of the OneMerge app, this our recommended approach. Alternatively, the configuration can also be managed in the Custom Metadata Type of the same name which is accessible via the Salesforce setup menu or the Merge Ruleset Status panel displayed on the Home tab of the OneMerge app.

OneMerge installs default Merge Rulesets for the Account, Contact and Lead objects and also for Person Accounts if this feature is enabled. The default Merge Rulesets can be modified to meet your merge requirements in the following way.

  • The Master Record Priority can be modified to change the logic applied when determining which record should be the winning record across the identified duplicates. Typically this would be the oldest record by created date or an existing master.

Step 4 - Configure Merge Rules

Merge Rules define the logic applied in the intelligent population of the winning record fields (e.g. the most recent communication preferences, the highest quality mailing address).

The Merge Rule configuration can be managed via the Guided Setup link shown in the page footer of the OneMerge app, this our recommended approach. Alternatively, the configuration can also be managed in the Custom Metadata Type of the same name which is accessible via the Salesforce setup menu or the Merge Ruleset Status panel displayed on the Home tab of the OneMerge app.

OneMerge installs default Merge Rules for standard fields on the Account, Contact and Lead objects and also for Person Accounts if this feature is enabled.

The default Merge Rules can be modified to meet your merge requirements in the following ways.

  • New Merge Rules can be added for Standard Fields which are not covered or for Custom Fields.
  • Additional fields can be added to the default Merge Rules.
  • The Merge Rule priority can be modified to change the logic applied when populating the winning record from the identified duplicates.

Step 5 - Configure Scheduled Merge

Having configured Salesforce Duplicate Management and OneMerge Merge Rules the final step is to schedule the OneMerge Merge Job to process merge actions in bulk, periodically.

This process is completed via the steps below.

  • Guided Setup > Schedule the Merge Job (setup action on the first screen)

Or,

  • Open the Apex Classes page in the Setup menu.
  • Click the “Schedule Apex” button.
  • Select the required class (e.g. AccountMergeJob, LeadMergeJob:), define the Frequency and click the Save button.
  • The Merge Job Schedule Status component on the OneMerge Application Home page displays the next scheduled execution time for each Merge Job.