Editing a Merge Rule

This article, Editing a Merge Rule, introduces the new Feature for OneMerge, Merge Rule Setup. A separate tab within OneMerge Free Edition, Standard and Enterprise Editions, providing 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. Merge Rule Setup feature provides the ability to be able to amend these by adding more fields to existing Merge Rules and additionally moving fields to different Merge Rules or creating new Merge Rules. As a result, this provides a simple and smooth way to amend, create or update Merge Rules.

The following demo provides an overview of how to edit a Merge Rule using the Merge Rule Setup Feature within OneMerge Free Edition.

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 the Merge Rule dropdown.
5. Select the Billing Address Merge Rule.
6. Select the drop down and Edit Merge Rule.
7. Select Select Required Fields.
8. Select Billing State.
9. Select Save.

When you now filter and select the Billing Address Merge Rule from the dropdown, the Billing State will be displayed as a required field.

Article last reviewed: 2025-10-21