How to Create Data Stewarding Conditions using Custom Metadata Types

OneMerge Create a Data Stewarding Condition using Custom Metadata Types

The purpose of this article is to provide step-by-step instructions for the creation of Data Stewarding Conditions using Custom Metadata Types, for a given Salesforce Object. This article is applicable to OneMerge Standard Edition and OneMerge Enterprise Edition.

The Article, How to Create Data Stewarding Conditions using Guided Setup, explains the process using Guided Setup.

OneMerge Data Stewardship pauses the merge of identified duplicate records, when records meet certain criteria, allowing for manual intervention to validate whether the duplicate records should be matched and merged.

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.

OneMerge Custom Metadata Types

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.

To create a new Data Stewarding Condition using Guided Setup, 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.
  3. On the next screen select the Merge Ruleset Standard Merge Ruleset for Accounts and select Edit the Selected Setting, click the Next button.
  4. On the next screen select Manage Data Stewarding Conditions and click the Next button.
  5. On the next screen select Create New, click the Next button.
  6. Enter ‘VIP Customer’ in the Data Stewarding Condition Label field and select the Checkbox Field ‘Is VIP?’,  select Continue, click the Next button.
  7. On the next screen, select Save and click the Next button.
  8. The next screen should show a table with any validation errors, click the Finish button.

If you require any further assistance with setting up Data Stewarding Conditions or OneMerge Free, Standard or Enterprise Edition, please do not hesitate to contact us at hello@onemerge.co.uk.

Article last reviewed: 2024-05-30