Example Feature Scenarios

This article, OneMerge Cross Object Merge, provides step-by-step instructions on how to implement a realtime check for duplicates between new Leads and existing Contacts . This article is applicable to OneMerge Standard Edition and Enterprise Edition.

This article, Schedule Advanced Duplicate Jobs, provides step-by-step instructions for scheduling a Job within Guided Setup that will Scan a Salesforce Object and generate duplicate statistics. Applicable to OneMerge Free, Standard and Enterprise Editions.

This article, OneMerge Schedule Reparenting Jobs, provides step-by-step instructions for scheduling a Reparenting Job in Guided Setup that will reparent items for matched and merged records for a given Salesforce Object in bulk on a defined schedule. This article is applicable to OneMerge Enterprise Edition.

This article, OneMerge Data Stewardship, provides step-by-step instructions on how to set up a Data Stewarding Condition using Guided Setup for a given Salesforce Object. This article is applicable to OneMerge Standard Edition and Enterprise Edition.

This article, OneMerge Reparenting Rules Setup, provides step-by-step instructions on how to create Reparenting Rules using Guided Setup for a given Salesforce Object in bulk on a defined schedule. This article is applicable to OneMerge Enterprise Edition.

This article, How to Rollback Reparenting Rules, provides step-by-step instructions on how to Create Rollback Rules using Guided Setup for a given Salesforce Object. This article is applicable to OneMerge Standard Edition and Enterprise Edition.

This article, OneMerge Custom Metadata Types, provides step-by-step instructions on how to set up OneMerge Data Stewarding Conditions using Custom Metadata Types for a given Salesforce Object. This article is applicable to OneMerge Standard Edition and Enterprise Edition.

This article, OneMerge Rulesets and Rules, provides step-by-step instructions on how to clone Merge Rulesets and Merge Rules for a given Salesforce Object. This article is applicable to OneMerge Free Edition, Standard Edition and Enterprise Edition.

This article, OneMerge Configure Merge Rulesets, provides step-by-step instructions on how to configure a Merge Ruleset using Guided Setup for a given Salesforce Object. This article is applicable to OneMerge Free Edition, Standard Edition and Enterprise Edition.

This article, OneMerge Matching Filters Creation, provides step-by-step instructions on how to Create Matching Filters using Guided Setup for a given Salesforce Object. This article is applicable to OneMerge Enterprise Edition.

This article, Schedule Duplicate Check Job, provides step-by-step instructions for scheduling a Job within Guided Setup that will Scan a Salesforce Object and generate duplicate statistics. Applicable to OneMerge Free, Standard and Enterprise Editions.

This article, OneMerge Create Merge Rule, provides step-by-step instructions on how to Create new Merge Rules using Guided Setup for a given Salesforce Object. This article is applicable to OneMerge Free Edition, Standard Edition and Enterprise Edition.

This article, OneMerge Create Reparenting Rules, provides step-by-step instructions on how to create Reparenting Rules using Custom Metadata Types for a given Salesforce Object. This article is applicable to OneMerge Enterprise Edition.

This article, OneMerge Cloned Merge Rulesets, provides step-by-step instructions on how to deploy Merge Rulesets and Merge Rules for a given Salesforce Object from one environment to a different one. This article is applicable to OneMerge Free Edition, Standard Edition and Enterprise Edition.

This article, OneMerge Create Filter Items, provides step-by-step instructions on how to Create Matching Filter Items using Guided Setup for a given Salesforce Object. This article is applicable to OneMerge Enterprise Edition.

This article, OneMerge Scheduling Matching Jobs, provides step-by-step instructions for scheduling a Matching Job in Guided Setup that will match duplicate records for a given Salesforce Object in bulk on a defined schedule. This article is applicable to OneMerge Free, Standard and Enterprise Editions.

This article, OneMerge Merge Jobs, provides step-by-step instructions for scheduling a Merge Job in Guided Setup 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.

This article, OneMerge Application Settings, provides step-by-step instructions on how to configure the Application Settings in Guided Setup. This article is applicable to OneMerge Free Edition, Standard Edition and Enterprise Edition.

This article, OneMerge Merge Duplicate Records, provides step-by-step instructions for Merging Records in Real-Time. This article is applicable to OneMerge Standard Edition and Enterprise Edition.