How to Create a Custom Merge Rule

OneMerge Training – How to create a Custom Merge Rule

The purpose of this article is to provide step-by-step instructions on how to create Merge Rules for a Merge Ruleset. This can be up to 50 Merge Rules per 5 Merge Rulesets for OneMerge Enterprise Edition, 10 Merge Rules per 1 Merge Ruleset OneMerge Standard Edition and 5 Merge Rules per 1 Merge Ruleset OneMerge Free Edition. 

Option 1 – Guided Setup Free Edition

To create a new Merge Rule 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 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 Create New and the Next button.
  6. On the next screen, enter the Merge Rule values, click Save and the Next Button.
  7. The next screen should show a success message, click the Finish button.

Option 2 – Guided Setup Standard and Enterprise Edition

To create a Merge Rule, 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 Create New and the Next button.
  6. On the next screen, enter the Merge Rule values, click Save and the Next Button.
  7. The next screen should show a success message, click the Finish button.

Option 3 – Custom Metadata Types

To create a new Merge Rule, follow these steps:

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

 

Example:

  • Label = Billing Address 
  • Merge Rule Name = Account_Billing_Address 
  • Merge Ruleset = Standard Merge Ruleset for Accounts (You can select the Standard Merge Rulesets or Custom ones) 
  • Is Active = TRUE 
  • Priority = Newest (You have the option here of selecting newest, oldest or quality for the Billing Address Merge rule, so in this example, when records match and merge, the newest Billing Address will be appended to the Master Record) 
  • Click on Save. 

Article last reviewed: 2024-04-10