How to Configure a Merge Ruleset using Guided Setup

OneMerge Training – How to Configure a Merge Ruleset

Test Scenario 1 – How to Configure a Merge Ruleset

A Merge Ruleset defines how the Master Record is created for the specified Salesforce Object. OneMerge installs default Merge Rulesets for the Account, Contact, Lead objects and also for PersonAccounts if this feature is enabled.

To configure a Merge Ruleset, 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 Merge Rulesets, and click the Next button (as shown below).
  3. On the next screen select the Standard Merge Ruleset for Accounts and click Edit the Selected Setting and click the Next button.
  4. On the next screen select Edit the Merge Ruleset and click the Next button.
  5. The next screen displays the default values for the Merge Ruleset  which can be retained as they are, or amended. Here change the Master Record Priority to Oldest, click the Next button.
  6. The next screen displays the default values for the Merge Ruleset Priority which determine the Master Record during Merge. These can be retained as they are or amended, click the Next button.
  7. The next screen displays the Merge Ruleset Fields that are displayed on the Master Record. These can be retained as they are or amended, click the Next button.
  8. The next screen should show a success message, click the Finish button.

The Merge Ruleset has been updated from Newest to Oldest.

Article last reviewed: 2024-03-27