How to Create Reparenting Rules

OneMerge Create Reparenting Rules

Option1 – Guided Setup

Follow these steps to create Reparenting Rules:  

  1. Access access the OneMerge Application from its home page, click Guided Setup in the footer.
  2. Select the Setup Action on the first screen, then choose Manage Merge Rulesets and click Next.
  3. On the next screen select Standard Merge Ruleset for Accounts, select Edit the Selected Setting and click the Next button.
  4. On the next screen select Manage Reparenting Rules, and click the Next button (as shown below).
  5. On the next screen select Create New, and click the Next button.
  6. On the next screen, enter label, Salesforce Object, Reparenting Action, and click the Next button (click Is Active? to activate).
  7. On the next screen, enter Original Field Name, Master Field Name, and click the Next button.
  8. On the next screen, select Save and click the Next button.
  9. The next screen displays a validation table, click the Finish button.

OneMerge Reparenting Rules

Option 2 – Custom Metadata Type

Follow these steps to create a new Reparenting Rule:

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

OneMerge Custom Reparenting Rules

You can complete these fields:

Information 

  • Label = Name of the Reparenting Rule  
  • Custom Reparenting Rule Name = Automatically populated with the API name  
  • Merge Ruleset = Search for the Merge Ruleset the Reparenting Rule applies to 
  • Merge Object Mapping = This needs selecting when the reparenting rule applies across different Objects 
  • Is Active? = If TRUE, then the rule will be processed the Reparenting Rule is processed by merge or reparenting operations 

Reparenting Information 

  • SObject Type = This is the object that will be reparented to the Master Record  
  • Master record Field Name = This is the API name of the Master Record relationship field 
  • Original Record Field Name = The API name of the Original Record relationship field 
  • Reparenting Action = This relates to the child record. You can select here to either: 
    • Update = The reparenting rule will update the Master Record with the Child Record information 
    • Update and Blank = The reparenting rule will update the Master Record with the Child Record information and then delete (blank) this information on the Child Record 
    • Clone and Retain = The Child Record will be cloned to create the Master Record 
    • Clone and Delete = The Child Record will be cloned and then deleted 
    • Clone if Required = The Child Record willbecloned. 
    • Is Immediate? = TRUE then the reparenting rule will be processed by the Merge operation up to the limit of the next field 
    • Immediate Record Limit? = The number of related records processed by immediate reparenting 

In a Duplicate Record Group, a Master Contact Record will be created, and the Contacts with Cases will be reparented to this new record.

  • Label = Contact Cases 
  • Custom Reparenting Rule Name = Contact_Cases 
  • Merge Ruleset = Standard Merge Ruleset for Contacts 
  • Is Active? = TRUE  
  • SObject Type = Case 
  • Master Record Field Name = ContactId 
  • Original Record Field Name = ContactId 
  • Reparenting Action = Update 
  • Filter Operator = None

When Contact Records are merged and the merged Contact Record becomes the Master Record, any associated Cases will be Reparented to the Master Record.

Contact us at hello@onemerge.co.uk for information on setting up Reparenting Rules, or further information on OneMerge Free Edition, Standard Edition or Enterprise Edition.

Article last reviewed: 2024-05-21