OneMerge Create Rule Fields for Merge

The purpose of this article is to provide step-by-step instructions on how to Create Rule fields for a Merge Rule.

Option 1 – Guided Setup Free Edition

Follow these steps to create Merge Rule Fields: 

1. From the OneMerge Application Home page, click Guided Setup in the footer.
2. On the first screen, you should select the Setup Action Configure Merge for a Salesforce Object, and then click the Next button (as shown below).
3. On the next screen, you should select the Salesforce Object and click the Next button.
4. On the next screen, you should select Manage Merge Rules and click the Next button.
5. Click the Next button to display a list of the existing Merge Rules for the Salesforce Object, and then click Manage Merge Rule Fields.
6. On the next screen, you will see a list of the Merge Rule Fields, click on Create New and then click on the Next Button.
7. On the next screen, you will enter the Merge Rule Field details, and then click the Next button (as shown below).
8. Click Save, and the next screen will display a validation table.

Option 2 – Guided Setup Standard and Enterprise Edition

Follow the steps to create Merge Rule Fields:

1. From the OneMerge Application Home page, click Guided Setup in the footer.
2. On the first screen, you should select the Setup Action Manage Merge Rulesets, and then click the Next button (as shown below).
3. On the next screen, you should select Standard Merge Rulesets for Accounts , click Edit the Selected Setting and then click the Next button.
4. On the next screen, you should select Manage Merge Rules, and then click the Next button.
5. The next screen displays a list of the existing Merge Rules for the Salesforce Object, click Manage Merge Rule Fields and the Next button.
6. On the next screen, click Create New and the Next Button.
7. On the next screen, enter the Merge Rule Field details, and click the Next button (as shown below).
8. Click on Save, the next screen displays a validation table.

Option 3 – Custom Metadata Types

To create a new Merge Rule Field, follow these steps:

1. 1. Open the Salesforce Setup menu.
   2. Select Custom Code>Custom Metadata Types.
   3. Click Manage Records Merge Rule Field.
   4. Click on the New button.
   5. Enter the details for the Merge Rule Field and click the Save button.

Example:

• Label = Billing Street   
• Merge Rule Field Name = Account_Billing_Street  
• Merge Rule = BillingAddress (This is the Merge Rule previously created)  
• Field Name = BillingStreet (This is the API name within the Accounts Object)  
• Is Required? = TRUE (The field needs to be populated for it to Merge)  
• Click on Save  

The Merge Rule Field has been setup and associated with the Merge Rule. In this example, you would create a Merge Rule Field for each relevant field associated with the Billing Address.  

There are also other options when creating a Merge Rule Field:  

• Is Priority? = If TRUE this indicates the field will be used in priority ordering  
• Is Secondary Priority? = If TRUE indicates the field will be used in secondary priority ordering  
• Is Skipped? = If TRUE the field is skipped and is not merged  

Option 4 – Merge Rule Setup Tab (Free, Standard and Enterprise Editions).

There is the ability to be able to add Merge Rule Fields to Merge Rules within the Merge Rule Setup Tab. From OneMerge, open the Merge Rule Setup tab and select the relevant Ruleset and Merge Rule before managing Merge Rule Fields.The following Training Articles provide further information as well as the demo below.

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

Article last reviewed: 2026-10-06