How to Create Data Stewarding Conditions using Custom Metadata Types

OneMerge Training – How to create a Data Stewarding Condition

Data Stewarding conditions pause the merge of identified duplicate records, when records meet certain criteria.

Test Scenario 1 –  How to Create a Data Stewarding Condition

To create a new Data Stewarding Condition using Custom Metadata Types follow these steps:

  1. Open the Salesforce Setup menu.
  2. Select Custom Code>Custom Metadata Types.
  3. Click Manage Records Data Stewarding Condition.
  4. Click on the New button.
  5. Enter the details shown below for the Data Stewarding Condition.
  6. Click on the Save button.

A Data Stewarding Condition for ‘Is VIP?’ has now been created. If records match but one has the ‘Is VIP?’ checkbox ticked, they will not merge and will require Data Stewarding.

Article last reviewed: 2023-09-26