How to Create Matching Filters

OneMerge Training – How to Create a Matching Filter

OneMerge Matching Filters provide step-by-step instructions for creating Matching Filters for a given Salesforce Object. Matching Filters defines filter conditions to be applied to the records processed by OneMerge Matching Jobs. This is particularly useful when testing the initial configuration and validating the Merge Rules before deploying to the Production Environment. OneMerge provides a default Matching Filter for Accounts, based upon the created date= today. This is provided as an example on how to setup the Matching Filter. If this is not required, it can be set to inactive through the Guided Setup or through the Custom Metadata.

Option 1 – Guided Setup

To create OneMerge Matching Filters, 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 for the Matching Filter and select the Salesforce Object. 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

Option 2 – Custom Metadata Types

To create a Matching Filter, follow these steps:

  1. Open the Salesforce Setup menu.
  2. Select Custom Code>Custom Metatdata Types.
  3. Click the Manage Records Matching Filter link.
  4. Click the New button (the screen displayed should be as below).
  5. Select the Matching Filter details and click on the Save button.

Custom Metadata OneMerge Matching Filters

If you require any assistance with creating OneMerge Matching Filters in OneMerge Enterprise Edition, please contact us at hello@onemerge.co.uk.

Article last reviewed: 2024-05-16