OneMerge How to Create Reparenting Rules

Reparenting Rules allow you to determine how and which Child Record information is retained on the Master Record. This article provides step-by-step instructions on how to create Reparenting Rules using Custom Metadata Types for a given Salesforce Object. This article is applicable to OneMerge Enterprise Edition.

Test Scenario 1 – How to Create a new Reparenting Rule for Contacts to Accounts

To create a new Reparenting Rule using Custom Metadata Types, follow these steps:

1. Open the Salesforce Setup menu.
2. Select Custom Code>Custom Metadata Types.
3. Click the Manage Custom Reparenting Rules link.
4. Click the New button.
5. Enter the Reparenting Rules as displayed below and click on the Save button.

A new Reparenting Rule for Contacts to be reparented to the Master Account has now been created.

Test Scenario 2 – How to Create a new Reparenting Rule for Cases

The following provides an example scenario where Cases on Contacts will be Reparented to the Master Contact Record created in a Duplicate Record Group:  

1. Open the Salesforce Setup menu.
2. Select Custom Code>Custom Metatdata Types.
3. Click the Manage Custom Reparenting Rules link.
4. Click the New button.
5. Enter the following fields values and click on Save.

• Label = Contact Cases  
• Custom Reparenting Rule Name = Contact_Cases  
• Merge Ruleset = Standard Merge Ruleset for Contacts  
• Is Active? = TRUE   
• SObject Type = Case  
• Master Record Field Name = ContactId  
• Original Record Field Name = ContactId  
• Reparenting Action = Update  
• Filter Operator = None

A new Reparenting Rule for Cases to be reparented to the Master Contact has now been created.

Additional Information

The fields available to complete are:  

Information  

• Label = Name of the Reparenting Rule   
• Custom Reparenting Rule Name = Automatically populated with the API name   
• Merge Ruleset = Search for the Merge Ruleset the Reparenting Rule applies to  
• Merge Object Mapping = This needs selecting when the reparenting rule applies across different Objects  
• Is Active? = If TRUE, then the rule will be processed the Reparenting Rule is processed by merge or reparenting operations  

Reparenting Information  

• SObject Type = This is the object that will be reparented to the Master Record   
• Master record Field Name = This is the API name of the Master Record relationship field  
• Original Record Field Name = The API name of the Original Record relationship field  
• Reparenting Action = This relates to the child record. You can select here to either:  

• • Update = The reparenting rule will update the Master Record with the Child Record information  
  • Update and Blank = The reparenting rule will update the Master Record with the Child Record information and then delete (blank) this information on the Child Record  
  • Clone and Retain = The Child Record will be cloned to create the Master Record  
  • Clone and Delete = The Child Record will be cloned and then deleted  
  • Clone if Required = The Child Record willbecloned.  
  • Is Immediate? = TRUE then the reparenting rule will be processed by the Merge operation up to the limit of the next field  
  • Immediate Record Limit? = The number of related records processed by immediate reparenting  

If you require any assistance with creating Reparenting Rules or indeed anything regarding OneMerge Free, Standard or Enterprise Edition, please do not hesitate to contact us at hello@onemerge.co.uk.

Article last reviewed: 2025-10-29