article

How to Setup Multi-Select Picklist All Values

This article, OneMerge Multi-Select Picklists, provides step-by-step instructions on how to setup multi select picklist values so they are all appended to the Master Record. This article is applicable to Standard Edition and Enterprise Edition.

Read ›
article

How to Create Merge Rule Fields

This article, OneMerge Create Rule Fields, provides step-by-step instructions on how to create Merge Rule Fields for a given Salesforce Object. This article is applicable to OneMerge Free Edition, Standard Edition and Enterprise Edition.

Read ›
article

OneMerge Cross Objects Merge

This Article, OneMerge Cross Objects Merge, provides step-by-step instructions on how to configure OneMerge for Leads to Web Leads Merge.

Read ›
article

How to Configure a Merge Ruleset

This article provides step-by-step instructions on how to configure a Merge Ruleset for a given Salesforce Object. This article is applicable to OneMerge Free Edition, Standard Edition and Enterprise Edition.

Read ›
article

How to Create a Custom Merge Rule

This article, OneMerge Custom Merge Rule, provides step-by-step instructions on how to create a Merge Rule for a given Salesforce Object. This article is applicable to OneMerge Free Edition, Standard Edition and Enterprise Edition.

Read ›
article

How to Setup Sum of Numeric Values

This article, OneMerge Numeric Values Rule, provides step-by-step instructions on how to setup the sum of numeric values so they are all added together and display as one value on the Master Record. This article is applicable to OneMerge Standard Edition and Enterprise Edition.

Read ›
article

How to Clone a Merge Ruleset OneMerge Free Edition

OneMerge Clone Merge Rulesets provides step-by-step instructions on how to clone a Merge Ruleset for a given Salesforce Object. This article is applicable to OneMerge Free Edition.

Read ›

Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.