Training - OneMerge

Guided Setup Overview and User Access

These articles provide a step-by-step overview of the OneMerge Guided Setup feature including how to provide User Access. These articles are applicable to OneMerge Free Edition, Standard Edition and Enterprise Edition. Use Guided Setup for a process driven guide to OneMerge configuration.

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Installation Instructions and Configuration

These articles provide Installation Instructions and Configuration for installing OneMerge. These articles are applicable to OneMerge Free Edition, Standard Edition and Enterprise Edition and relate to Getting Started - Step 1.

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Duplicate and Matching Rules

These articles provide step-by-step instructions for the Management of OneMerge Duplicate and Matching Rules for a given Salesforce Object. These articles are applicable to OneMerge Free Edition, Standard Edition and Enterprise Edition and relate to Getting Started - Step 2.

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Merge Rulesets and Rules

These articles provide step-by-step instructions on OneMerge Merge Rule Setup for a given Salesforce Object. These articles are applicable to OneMerge Free Edition, Standard Edition and Enterprise Edition and relate to Getting Started - Step 3 and Step 4.

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Data Stewarding Conditions

This article, OneMerge Data Stewarding Conditions, provides step-by-step instructions on how to set up a Data Stewarding Condition for a given Salesforce Object. This article is applicable to OneMerge Standard Edition and Enterprise Edition and relates to Getting Started - Step 5.

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Schedule a Merge Job

This article provides step-by-step instructions for OneMerge Schedule a Merge Job that will merge duplicate records for a given Salesforce Object in bulk on a defined schedule. This article is applicable to OneMerge Free Edition, Standard Edition and Enterprise Edition and relate to Getting Started - Step 6.

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