OneMerge Free Edition Guided Setup

OneMerge Guided Setup Overview Free Edition

System Administrators within OneMerge Free Edition can access Guided Setup to assist with the initial Merge Ruleset Configuration, Scheduling Merge Jobs, and any subsequent changes that may be needed. This article, OneMerge Guided Setup Run-Through, provides a high level feature overview.

Note: Standard Users can use Guided Setup, once the Salesforce Administrative Permissions Customize Application and Modify Metadata Through Metadata API Functions have been applied to the Profile.

OneMerge Guided Setup Run-Through

When you first launch Guided Setup from the footer, you are presented with the Actions that are available to execute.

OneMerge Guided Setup Run-Through - Configure Merge

  • Configure Merge for a Salesforce Object 
  • Schedule the Matching Job
  • Schedule the Merge Job  
  • Manage Application Settings  
  • Clone a Merge Ruleset

 There is also Help throughout, which you can choose to hide if  this is required to be displayed on the screen. Do this by checking the ‘Hide Help Sections?’ checkbox.  

 Configure Merge for a Salesforce Object 

 When you select Configure Merge for a Salesforce Object, you are going to be editing the existing Standard Merge Ruleset that is created when you install OneMerge Free Edition. OneMerge Guided Setup Run-Through explains how to do this. 

The Next step will ask you to select the Salesforce Object you wish to configure.  

OneMerge Guided Setup

You can choose from Salesforce Objects Accounts, Contacts, Leads and Cases. If Person Accounts is enabled, then this can be entered as a Salesforce Object Sub Type.  

Example 1 – Edit the Standard Merge Ruleset for Accounts.  

Note: If you follow the steps in this example, you will make the update. If you want to cancel at any point, you can select the previous button, or refresh the page to return to the home page. If you submit the change, then you should go through the example again and reset it back to the original values.  

  1. Select Salesforce Object ‘Account’.
  2. Click on ‘Next’.

OneMerge Guided Setup Run-Through - Select Object

     3. Leave ‘Edit the Merge Ruleset’ selected.
     4. Click on Next.  

Edit the Merge Ruleset

      5. The information already setup is displayed. Here we are going to change the Master Record
      2nd Priority to ‘Newest’. 
      6. Click on Next. 

Merge Ruleset Detail

     7. Merge Ruleset Priority click on Next. 

Merge Ruleset Priority

     8. Merge Ruleset Merge Fields click on Next (at this point the change will be submitted).
     9.The Merge Ruleset update has been submitted successfully.  

OneMerge Guided Setup Overview - Success message

     10. Clicking on Finish will return you to the OneMerge Guided Setup Home Page.  

Example 2 – Manage Merge Rules  

 Note: If you follow the steps in this example, you will make the update. If you want to cancel at any point, you can select the previous button, or refresh the page to return to the home page. If you submit the change, then you should go through the example again and reset it back to the original values.  

  1. Select Salesforce Object ‘Account’.
  2. Click on Next. 

Manage Merge Rules

3. Select ‘Manage Merge Rules’.
4.
Click on Next. 
5.
A list of existing Merge Rules will be displayed. In this example we are going to edit the Billing Address. Choose Billing Address and click on Next.  

Merge Rules

     6. In this step, you can choose from 4 options:

  • Create New
  • Edit the Selected Setting
  • Manage Merge Rule Fields 
  • Return to the main menu  

    7. In this example, leave ‘Edit the Selected Setting’ selected and click on Next.  
    8. Change the Merge Rule Priority to Oldest. 

OneMerge Guided Setup - Merge Rule Label

 9. Click on Next (at this point the change will be submitted).
10. The Merge Rule update has been submitted successfully.
11. The OneMerge Guided Setup Home Page will be displayed again once you click Finish 

Example 3 – Add a New Merge Rule  

Note: If you follow the steps in this example, you will make the update. If you want to cancel at any point, you can select the previous button, or refresh the page to return to the home page.

  1. Select Salesforce Object ‘Account’.
  2. Click on Next. 
  3. Select ‘Mange Merge Rules’.  

OneMerge Guided Setup Overview

4.Click on Next.
5. This step allows the opportunity to add a new Merge Rule to the already existing Standard Merge Ruleset for Accounts. In this example, a new Email Merge Rule will be added.
6.
Click on ‘Create new’ and Next.
7. Enter the Merge Rule Label as ‘Email’.
8. Select ‘Merge Rule Priority’ Newest. 

OneMerge Guided Setup Overview

9. Click Next (at this point the change will be submitted).
10. The Merge Rule Email has been successfully created.  

To add Merge Rule Fields to the newly created Email Merge Rule, follow these steps:

1. Select Configure Merge for a Salesforce Object.
2. Select Salesforce Object Account.
3. Select Manage Merge Rules.
4. Select The Email Merge Rule and ‘Manage Merge Rule Fields’.
5. Click on Create New.

This is where you select the fields that are going to be part of the Email Merge Rule Group. Two examples are provided as guidance. Below shows the values that would be entered for Email.

OneMerge Guided Setup Overview

Schedule the Merge Job 

 This section allows you to specify when you would like the automated Merge Job to run.   

Example 4 – Setup a Merge Job to run for Accounts Object daily.  

 Note: If you follow the steps in this example, the update will be made. If at any point you wish to cancel, you can select the previous button, or refresh the page to return to the home page. 

  1. Select ‘Schedule the Merge Job’ and select Next.
  2. Select the Salesforce Object ‘Account’ 
  3. Select the Schedule Type ‘Daily’.  

OneMerge Guided Setup Overview

     4. Click on Next.
     5. On this step, you can enter the Minute and the Hour that you would like the Merge Job to run daily.
     6. In the example we will enter 5 minutes past 11pm. 

OneMerge Guided Setup Run-Through

     7. Click on Next (at this point the change will be submitted).
     8. The Merge Job has been successfully scheduled.  

Manage Application Settings  

The final option on the Guided Setup is to make amendments to the Application Settings that are installed by default. These settings determine how logs are recorded and how long to keep them for. There are also settings for Merge Job processing, which typically would only be changed once analysing large Merge Jobs.   

Example 5 – Change Merge Log Entries to delete after a set number of days. 

 Note: If you follow the steps in this example, the update will be made. If at any point you wish to cancel, you can select the previous button, or refresh the page to return to the home page. If you submit the change, then go through the example again and reset back to the original values. 

  1. Select ‘Manage Application Settings’.
  2. Click on Next.  
  3. Tick the ‘Is Delete Long Entries?’ checkbox.  
  4. Enter 10 days in the ‘Delete Merge Log Entries After’. 

OneMerge Guided Setup Run-Through

      5. Click on Next (at this point the change will be submitted).
      6. The Application Settings have been updated.  

Clone a Merge Ruleset for Production Readiness

Once you have completed testing and validating the Matching and Merge process within a test environment, you can clone the Merge Ruleset and Merge Rules to install into a Production Environment.

To do this, follow these steps.

  1. Select Clone a Merge Ruleset.
  2. From the list of Merge Rulesets available, select the one you wish to clone.
  3. Click on Next.

The Merge Ruleset will be cloned.

Clone a Merge Ruleset to OneMerge (Standard or Enterprise Edition)

Once you have setup the Merge Rulesets in OneMerge Free Edition, and you decide to upgrade to OneMerge Standard or Enterprise Edition, you can clone what you already have setup and copy across.

To do this, follow the following steps (Note: OneMerge Standard or Enterprise needs to be installed in the same environment for this feature to show):

  1. Select ‘Clone a Merge Ruleset to OneMerge (Standard or Enterprise Edition)’.
  2. Select which Merge Ruleset to Clone.
  3. Click on Next.

The Merge Ruleset selected will now be cloned. To clone others, repeat the steps above.

If you require any assistance with OneMerge Guided Setup Run-Through or OneMerge Free, Standard or Enterprise Edition, please do not hesitate to contact us at hello@onemerge.co.uk.

Article last reviewed: 2024-05-24