How to Create Reparenting Rules using Guided Setup

OneMerge Training – How to Create Reparenting Rules

Test Scenario 1 – How to Create a new Reparenting Rule

Reparenting Rules allow you to determine how and which Child Record information is retained on the Master Record.

To create Reparenting Rules, 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 Standard Merge Ruleset for Accounts, select Edit the Selected Setting and click the Next button.
  4. On the next screen select Manage Reparenting Rules, and click the Next button (as shown below).
  5. On the next screen select Create New, and click the Next button.
  6. On the next screen, enter label Account Files, Salesforce Object Account, Reparenting Action Update, and click the Next button (click Is Active? to activate).
  7. On the next screen, enter Original Field Name Master Account, Master Field Name Master Record Id, and click the Next button.
  8. On the next screen, select Save and click the Next button.
  9. The next screen displays a validation table, click the Finish button.

Article last reviewed: 2024-03-27