How to Create Matching Filters

OneMerge Training – How to Create a Matching Filter

The purpose of this article is to provide step-by-step instructions for creating Matching Filters for a given Salesforce Object. Matching Filters defines filter conditions to be applied to the records processed by OneMerge Matching Jobs.

Option 1 – Guided Setup

To create a Matching Filter, follow these steps:   

  1. From the OneMerge Application Home page, click Guided Setup in the footer.
  2. On the first screen select the Setup Action Manage Matching Filters (Enterprise Edition), and click the Next button (as shown below).
  3. The next screen will display any existing Matching Filters, click Create New and click the Next button.
  4. On the next screen enter the Label for the Matching Filter and select the Salesforce Object. Select Is Active to activate the Matching Filter, click Save and click the Next button.
  5. The next screen should show a success message, click the Finish button.

Option 2 – Custom Metadata Types

To create a Matching Filter, follow these steps:

  1. Open the Salesforce Setup menu.
  2. Select Custom Code>Custom Metatdata Types.
  3. Click the Manage Records Matching Filter link.
  4. Click the New button (the screen displayed should be as below).
  5. Select the Matching Filter details and click on the Save button.

 

Article last reviewed: 2024-04-10