How to Configure a Merge Ruleset

OneMerge Configure a Merge Ruleset

This article provides step-by-step instructions on OneMerge Configure Merge Ruleset and how to do this. The Master Record is created for the Salesforce Object according to the Merge Ruleset definition. OneMerge installs default Merge Rulesets for the Account, Contact, Lead objects, and also for PersonAccounts.

Option 1 – Guided Setup Free Edition

Follow these steps to configure a Merge Ruleset:

  1. From the OneMerge Application Home page, click Guided Setup in the footer.
  2. On the first screen select the Setup Action Configure Merge for a Salesforce Object, and click the Next button (as shown below).
  3. On the next screen select the Salesforce Object and click the Next button.
  4. On the next screen select Edit the Merge Ruleset and click the Next button.
  5. You can retain the default values for the Merge Ruleset displayed on the next screen, or amend them. Click the Next button.
  6. The next screen shows the default values for the Merge Ruleset Priority that determine the Master Record during Merge. You can keep them as they are or make changes. Click the Next button.
  7. The next screen shows the Merge Ruleset Fields that appear on the Master Record. You can keep them as they are or make changes. Click the Next button.
  8. Click the Finish button on the next screen to see a success message.

OneMerge Configure Merge Ruleset

 

Option 2 – OneMerge Configure Merge Ruleset, Guided Setup Standard and Enterprise Edition

Follow these steps to create a new Merge Ruleset.:

  1. From the OneMerge Application Home Page, click Guided Setup in the footer.
  2. On the first screen, choose Setup Action Manage Merge Rulesets and then click the Next button (as shown below).
  3. On the next screen, choose Create New and click on the Next button.
  4. On the next screen, choose the Salesforce Object and click the Next button.
  5. Click the Next button on the next screen to confirm the Salesforce Object and the Duplicate Rule it applies to.
  6. On the next screen, enter the Merge Ruleset values that you will use to determine the Master Record, click the Next button.
  7. On the next screen, enter the Merge Ruleset Priority values that you will use to determine the Master Record during Merge, click the Next button.
  8. On the next screen, enter the Merge Ruleset Field Names that are displayed on the Master Record, click the Next button.
  9. On the next screen, select the Duplicate Rule(s) the Merge Ruleset should be associated with, and then click the Next button. Note:This step is optional.
  10. On the next screen, select the Matching Rule(s) the Merge Ruleset should be associated with, and then click the Next button. Note:This step is optional.
  11. Click the Finish button to display a success message on the next screen.
  12. Refresh the OneMerge Home Page and check the Merge Ruleset Status panel to see the newly created Merge Ruleset. This pane will display any issues.

OneMerge Configure Merge Ruleset

Option 3 – Custom Metadata Types

Follow these steps to configure a Merge Ruleset:

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

Custom Merge Ruleset

 

Article last reviewed: 2024-16-05