Post Installation Instructions

Once the OneMerge app has been installed from the Salesforce AppExchange the following configuration steps are required.

 

1. Assign the “OneMerge User” Permission set.

The “OneMerge User” Permission Set includes the full set of permissions for OneMerge packaged components (Custom Fields, Apex Classes etc.). Due to platform limitations some additional permissions must be assigned separately; those permissions are covered in this article.

Only Administrator or Data Steward users who will interact directly with the OneMerge application require a permission set assignment. Users who create business records e.g. Accounts and Contacts do not require assignment.

Permission Sets assignments are made on the Permission Sets page in the Salesforce Setup menu.

 

2. Assign App Permissions to the OneMerge App.

To ensure that the OneMerge app appears in the App Menu (and App Launcher) add App Permissions via Permission Set or via Profile. Additionally, the position of the OneMerge app in the App Menu can be adjusted via the App Menu page in the Setup menu.

Profile permissions are maintained on the Profiles page in the Salesforce Setup menu.

Permission Sets permissions are maintained on the Permission Sets page in the Salesforce Setup menu.

 

3. Assign OneMerge packaged page layouts to User Profiles [Optional].

OneMerge installs preconfigured page layouts for the standard Salesforce objects Account, Contact, Lead and Duplicate Record Set (e.g. OneMerge Lead Layout). These page layouts include OneMerge Information sections which highlight key custom fields.

Page layout assignments are managed by User Profile and Record Type on the Page Layouts section for a given object (Object Manager) in the Salesforce Setup menu.

 

4. Review and activate Salesforce Matching Rules.

Salesforce Matching Rules define the field-based logic used to identify duplicate records. Standard Matching Rules are provided (by the Salesforce platform) for the standard objects Account, Contact and Lead.

OneMerge automates the merge for duplicate records identified by Salesforce Matching Rules.

Matching Rules are maintained on the Duplicate Management Matching Rules page in the Salesforce Setup menu.

 

5. Review and activate Salesforce Duplicate Rules.

Salesforce Duplicate Rules define the actions to take with identified duplicate records. Standard Duplicate Rules are provided (by the Salesforce platform) for the standard objects Account, Contact and Lead.

OneMerge requires that Duplicate Rules are configured with the “Action on Create” and “Action on Edit” both set to “Allow” and also the “Operations On Create” and “Operations On Edit” both set to “Report”.

Duplicate Rules are maintained on the Duplicate Management Duplicate Rules page in the Salesforce Setup menu.

 

6. Review and activate Merge Rulesets.

Review and adjust (or Create) the active Merge Ruleset for each required Object. Standard Merge Rulesets are provided (by OneMerge) for the standard objects Account, Contact and Lead.

[Optional] [Not Free Edition] If certain duplicates should be Data Stewarded add Data Stewarding conditions to the Merge Ruleset to reflect the required conditions for stewarding.

[Optional] [Not Free Edition] If all duplicates should be Data Stewarded ensure the App Setting “Is Data Stewarding?” is set to false. OneMerge App Settings are found on the Custom Settings page in the Salesforce setup menu.

[Optional] [Not Free Edition] If realtime merge is required then set the App Setting “Is Realtime Merge Active?” to true.

[Optional] If scheduled merge is required then set the App Setting “Is Realtime Merge Active?” to false and schedule the Merge Job to perform scheduled merges. This process is completed via the steps below.

  • 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.

OneMerge App Settings are found on the Custom Settings page in the Salesforce setup menu.