How to Configure a Merge Ruleset

OneMerge Training – How to Configure a Merge Ruleset

This purpose of this article is to provide step-by-step instructions on how to configure a Merge Ruleset within OneMerge. A Merge Ruleset defines how the Master Record is created for the specified Salesforce Object. OneMerge installs default Merge Rulesets for the Account, Contact, Lead objects and also for PersonAccounts if this feature is enabled.

Option 1 – Guided Setup Free Edition

To configure a Merge Ruleset, follow these steps:

  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. The next screen displays the default values for the Merge Ruleset  which can be retained as they are, or amended. Click the Next button.
  6. The next screen displays the default values for the Merge Ruleset Priority which determine the Master Record during Merge. These can be retained as they are or amended, click the Next button.
  7. The next screen displays the Merge Ruleset Fields that are displayed on the Master Record. These can be retained as they are or amended, click the Next button.
  8. The next screen should show a success message, click the Finish button.

 

Option 2 – Guided Setup Standard and Enterprise Edition

To create a new Merge Ruleset, follow these steps:

  1. From the OneMerge Application Home Page, click Guided Setup in the footer.
  2. On the first screen select the Setup Action Manage Merge Rulesets, and click the Next button (as shown below).
  3. On the next screen select Create New and click the Next button.
  4. On the next screen select the Salesforce Object and click the Next button.
  5. The next screen confirms the Salesforce Object and the Duplicate Rule it applies to, click the Next button.
  6. On the next screen, enter the Merge Ruleset values that are to be used to determine the Master Record, click the Next button.
  7. On the next screen, enter the Merge Ruleset Priority values that are to be used 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, 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, click the Next button. Note:This step is optional.
  11. The next screen should show a success message, click the Finish button.
  12. Refresh the OneMerge Home Page and check the Merge Ruleset Status panel which will show the newly created Merge Ruleset. If there are any issues,they will be displayed in this panel.

Option 3 – Custom Metadata Types

To configure a Merge Ruleset, follow these steps:

  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.

 

Article last reviewed: 2024-10-04