How to Setup Multi-Select Picklist All Values

OneMerge Training – How to Setup Multi-Select Picklist All Values

The purpose of this article is to provide step-by-step instructions on how to create Merge Rule fields for a Merge Rule, where the field is a picklist and the Master Record needs to retain all values from child records.

Option 1 – Guided Setup Standard and Enterprise Edition

To create Merge Rule Fields, 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 Standard Merge Rulesets for Accounts , click Edit the Selected Setting and click the Next button.
  4. On the next screen select Manage Merge Rules, and click the Next button.
  5. The next screen displays a list of the existing Merge Rules for the Salesforce Object, click Manage Merge Rule Fields and the Next button.
  6. On the next screen, click Create New and the Next Button.
  7. On the next screen, enter the Merge Rule Field details, ensure ‘Is Multi-Select Picklist All Values?’ checkbox is ticked and click the Next button (as shown below).
  8. Click on Save, the next screen displays a validation table.

Article last reviewed: 2024-03-27