How to Create Matching Filters using Guided Setup

OneMerge Create a Matching Filter

This article, OneMerge Matching Filters Creation, provides step-by-step instructions creating Matching Filters in Guided Setup that will match duplicate records for a given Salesforce Object.  This article is applicable to OneMerge Enterprise Edition. Article, How to create Matching Filter Items using Guided Setup, provides further information.

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.

OneMerge Matching Filters Creation

To create Matching Filter Items, 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, select the Matching Filter and click Manage Filter Items, click the Next button.
  4. On the next screen, click Create New and click the Next Button.
  5. On the next screen, enter label ‘Billing Country is USA’, select field ‘Billing Country’, select operator ‘Equals’ enter filter value ‘USA’ , click Continue and click the Next button.
  6. On the next screen, click Save and click the Next button.
  7. The next screen displays a validation table, click the Finish button.

If you require any further assistance with setting up Matching Filters, 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