How to Create Reparenting Rules using Guided Setup

OneMerge Reparenting Rules Setup

The purpose of this article, OneMerge Reparenting Rules Setup, is to provide step-by-step instructions for the creation of a Reparenting Rule using the Guided Setup, for a given Salesforce Object in bulk on a defined schedule. This article is applicable to OneMerge Enterprise Edition.

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. This includes files, notes, cases etc 

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.

OneMerge Reparenting Rules Setup

For further information about setting up Reparenting Rules, or indeed anything else regarding OneMerge Free Edition, Standard Edition or Enterprise Edition, please do not hesitate to contact us at hello@onemerge.co.uk.

Article last reviewed: 2024-05-30