Add a New Merge Rule

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.

The following demo provides an overview of how to create a new Merge Rule within OneMerge Free Edition. The pattern is the same in OneMerge Standard and Enterprise Editions.

Test Scenario

1. Click on the Merge Rule Setup tab.
2. Select the Merge Ruleset dropdown.
3. Select Standard Merge Ruleset for Accounts.
4. Select New Merge Rule. (See screenshot below)
5. Expand Add fields.
6. Select Account Description and add to the Added Section.
7. Select Account Description as a required field.
8. Set the Priority Logic to Newest by Created Date.
9. Click on Save.

When you select the Merge Rule dropdown, the new Merge Rule ‘Account Description’ will be displayed. You can also view the new Merge Rule in the home page and Custom Metadata.

Article last reviewed: 2025-10-21