This article, OneMerge Create Matching Filters, provides step-by-step instructions on how to Create Matching Filters for a given Salesforce Object. This article is applicable to OneMerge Enterprise Edition.
This article, OneMerge Matching Filter Items, provides step-by-step instructions on how to Create Matching Filter Items for a given Salesforce Object. This article is applicable to OneMerge Enterprise Edition.
This article, OneMerge Reparenting Rules, provides step-by-step instructions on how to create Reparenting Rules for a given Salesforce Object. This article is applicable to OneMerge Enterprise Edition.
This article, OneMerge Schedule Reparenting Job, provides step-by-step instructions that will reparent items to Master Records for a given Salesforce Object in bulk on a defined schedule. This article is applicable to OneMerge Enterprise Edition.
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