Add a Merge Ruleset

This article introduces the new Feature for OneMerge, Merge Rule Setup. The new Feature, a separate tab within OneMerge Free, Standard and Enterprise Editions, provides a simplistic view of the Merge Rulesets and Merge Rules configured. After implementing OneMerge, there are standard Merge Rulesets and Rules pre-configured for Accounts, Contacts and Leads. The new Merge Rule Setup feature provides the ability to be able to amend these by adding more fields to existing Merge Rules, move fields to different Merge Rules or create new ones. You can also clone, edit or create a new Merge Ruleset within OneMerge Free Edition.

The following demo provides an overview of how to add a Merge Ruleset within OneMerge Free Edition. The limitations for active Merge Rulesets are explained in the Product Information section within the website.

Test Scenario

1. Click on the Merge Rule Setup tab.
2. Select New Merge Ruleset from the dropdown.
3. Enter a name for the Merge Ruleset.
4. Select the Salesforce Object the Merge Ruleset applies to.
5. Select the field Names.
6. Specify the Master Record Priority Logic.
7. Click on Save.

The new Merge Ruleset has now been created, The next step is to add Merge Rules. The following Training Article explains how to do this.

Article last reviewed: 2025-10-21