Release Notes

v1.39 Free Edition and v1.43

  • Added

    Installation Link

    OneMerge Release Notes Spring 24. Merge duplicates identified by Salesforce with intelligent, automated merge rules.

    Use this URL to install the package into any organisation:

    https://login.salesforce.com/packaging/installPackage.apexp?p0=04tPj000000Q7DxIAK

    Note: If you are installing into a sandbox organization you must replace the initial portion of the URL with http://test.salesforce.com

    Please refer to the terms of service before installation.

  • Improved

    Guided Setup

    A new Welcome Step introduces the OneMerge product and displays the Setup Steps with links.

    Guided Setup now remembers user preferences for the display of help content and the new Welcome Step.

  • Fixed

    Home Page

    The Merge Ruleset Status component incorrectly displayed a Green tick icon when Merge Rule configuration errors exist. In such cases an Amber warning icon is now displayed.

  • Added

    Merge Rule Priority

    Merge Rules now have Priority Field and Secondary Priority fields. This allows quick selection of Created Date or Last Modified Date where the priority type is Newest or Oldest. If the fields are blank then a Merge Rule Field must be added to provide the record level priority value.

1.41 – Spring ’24

  • Added

    Installation Link

    OneMerge Release Notes Spring 24. Merge duplicates identified by Salesforce with intelligent, automated merge rules.

    Use this URL to install the package into any organisation:

    https://login.salesforce.com/packaging/installPackage.apexp?p0=04tPj00000038AjIAI

    Note: If you are installing into a sandbox organization you must replace the initial portion of the URL with http://test.salesforce.com

    Please refer to the terms of service before installation.

  • Added

    Combine Multi-Select Picklist Values

    The new [Is Multi-Select Picklist All Values?] Merge Rule flag indicates that Multi-Select picklist fields (within the rule) on the Master Record will be populated with the combination of values found on all duplicates.

    For example, the Contact Preferences field on the Master Record could show the combined set of preference types recorded across the merged duplicates.

  • Added

    Total Numeric Values

    The new [Is Sum Numeric Values?] Merge Rule flag indicates that numeric type fields (within the rule) on the Master Record will be populated with the sum of values found on all duplicates.

    For example, the Customer Spend field could be totalled to ensure that the Master record holds the aggregate of the spend values across the merged duplicates.

  • Added

    Reparenting Rollback

    The Merge Result Rollback Action now supports reparenting of child records back to the original parent record. Please note, this feature is limited to Custom Reparenting Rules where the [Is Immediate?] flag is set to true, meaning reparenting take place within the merge operation.

    For example,

    Account A and B merge and both A and B have 2 tasks and 2 contacts.

    Post-merge the winner, say Account A, now has 4 tasks and 4 contacts.

    Post-rollback, the 2 tasks and 2 contacts are moved back to Account B.

  • Improved

    Performance Optimisations

    General performance enhancements across the app.

  • Added

    Consent Management

    Salesforce Consent Management Data Model Support.

    OneMerge now supports the standard Individual object in addition to Account, Contact and Lead for Platform Merge.

    Implement merge automation for duplicate Individual records and related Contact Point data as part of a standardised data governance process for consent management.

Free Edition 1.34 – Spring ’24

  • Added

    Installation Link

    OneMerge Free Edition Release Notes Spring 24. Merge duplicates identified by Salesforce with intelligent, automated merge rules.

    Use this URL to install the package into any organisation:

    https://login.salesforce.com/packaging/installPackage.apexp?p0=04tPj0000003897IAA

    Note: If you are installing into a sandbox organization you must replace the initial portion of the URL with http://test.salesforce.com

    Please refer to the terms of service before installation.

  • Added

    Consent Management

    Salesforce Consent Management Data Model Support.

    OneMerge Free Edition now supports the standard Individual object in addition to Account, Contact and Lead.

    Implement merge automation for duplicate Individual records and related Contact Point data as part of a standardised data governance process for consent management.

  • Improved

    Performance Optimisations

    General performance enhancements across the app.

Free Edition 1.31 – Winter ’24

  • Added

    Installation Link

    OneMerge Free Edition Winter 24 Release Notes. Smart, automated record merge for Salesforce Objects. Data never leaves Salesforce.

    Use this URL to install the package into any organisation:

    https://login.salesforce.com/packaging/installPackage.apexp?p0=04tPj0000000GJJIA2

    Note: If you are installing into a sandbox organization you must replace the initial portion of the URL with http://test.salesforce.com

    Please refer to the terms of service before installation.

  • Improved

    General

    • Duplicate Record Sets with 1 Duplicate Record Item are now ignored. Previously OneMerge attempted to merge such record sets which affected performance.
    • Improved handling of data types and validation of null values across the app.

     

     

Free Edition 1.28 – Winter ’24

  • Added

    Installation Link

    OneMerge Free Edition Winter 24 Release Notes. Smart, automated record merge for Salesforce Objects. Data never leaves Salesforce.

    Use this URL to install the package into any organisation:

    https://login.salesforce.com/packaging/installPackage.apexp?p0=04tPj00000008aHIAQ

    Note: If you are installing into a sandbox organization you must replace the initial portion of the URL with http://test.salesforce.com

    Please refer to the terms of service before installation.

  • Improved

    UI Components - Merge Job Status

    The Home Page Merge Job Status component now provides an Abort Job option which enables Merge Jobs to be fully managed by OneMerge features.

    Schedule a Merge Job to run on the required frequency via Guided Setup and view/abort scheduled jobs via the Merge Job Status component.

  • Added

    Flows Active? Application Setting

    Application Setting. Flows Active?

    Activate or Deactivate the OneMerge packaged Flows which populate the update timestamp fields below in response to related field changes. Such fields are provided for use in Merge Rules with the Recency priority.

    Account:

    • AccountNameUpdateDate
    • BillingAddressUpdateDate
    • ShippingAddressUpdateDate
    • PhoneUpdateDate

    Contact:

    • NameUpdateDate
    • EmailUpdateDate
    • MailingAddressUpdateDate
    • MobileUpdateDate
    • OtherAddressUpdateDate
    • PhoneUpdateDate

    Lead:

    • NameUpdateDate
    • EmailUpdateDate
    • AddressUpdateDate
    • MobileUpdateDate
    • PhoneUpdateDate