How to Clone Merge Rulesets and Merge Rules using Guided Setup

OneMerge Training – How to Clone Merge Rulesets and Merge Rules

Cloning Merge Rulesets and Merge Rules allows you to deploy the configuration to a different environment, once testing and validation of the Merge Ruleset is complete.

Test Scenario 1 – How to Clone an Accounts Merge Ruleset – Free Edition

To clone a Merge Ruleset in OneMerge Free Edition, follow these steps:

  1. Open the Guided Setup from the footer..
  2. Select Action> Clone a Merge Ruleset..
  3. Click the Next button.
  4. Select the Standard Accounts Merge Ruleset to Clone and click Next.
  5. Click on the Finish button.

The Standard Accounts Merge Ruleset and the associated Merge Rules have been cloned. This can be validated in the Custom Metadata Types.

Test Scenario 2 – How to Clone an Accounts Merge Ruleset – Standard and Enterprise Editions

To clone a Merge Ruleset in OneMerge Standard or Enterprise Edition, follow these steps:

  1. Open the Guided Setup from the footer.
  2. Select Action >Manage Merge Rulesets.
  3. Click the Next button.
  4. Select the Standard Merge Ruleset for Accounts and click the Next button.
  5. Select>Clone the Merge Ruleset and click the Next button.
  6. Click on the Finish button.

The Standard Accounts Merge Ruleset and the associated Merge Rules have been cloned, including any Data Stewarding Conditions. This can be validated by reviewing the metadata records in the respective Custom Metadata Types.

Article last reviewed: 2024-05-11