How to Create Matching Filters using Guided Setup

OneMerge Training – How to Create a Matching Filter

Test Scenario 1 – How to Create a Matching Filter

Matching Filters define filter conditions to be applied to the records processed by OneMerge Matching Jobs.

To create a Matching Filter, 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 Matching Filters (Enterprise Edition), and click the Next button (as shown below).
  3. The next screen will display any existing Matching Filters, click Create New and click the Next button.
  4. On the next screen enter the Label Standard Matching Filter for Accounts and select the Salesforce Object ‘Account’. Select Is Active to activate the Matching Filter, click Save and click the Next button.
  5. The next screen should show a success message, click the Finish button.

Article last reviewed: 2024-07-03