How to Create Merge Rule Fields

OneMerge Training – How to Create Merge Rule Fields

The purpose of this article is to provide step-by-step instructions on how to create Merge Rule fields for a Merge Rule.

Option 1 – Guided Setup Free 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 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 Manage Merge Rule Fields and the Next button.
  6. On the next screen, a list of the Merge Rule Fields is displayed, click Create New and the Next Button.
  7. On the next screen, enter the Merge Rule Field details, and click the Next button (as shown below).
  8. Click on Save, the next screen displays a validation table.

Option 2 – 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, and click the Next button (as shown below).
  8. Click on Save, the next screen displays a validation table.

Option 3 – Custom Metadata Types

To create a new Merge Rule Field, follow these steps:

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

 

Example:

  • Label = Billing Street  
  • Merge Rule Field Name = Account_Billing_Street 
  • Merge Rule = BillingAddress (This is the Merge Rule previously created) 
  • Field Name = BillingStreet (This is the API name within the Accounts Object) 
  • Is Required? = TRUE (The field needs to be populated for it to Merge) 
  • Click on Save 

The Merge Rule Field has been setup and associated with the Merge Rule. In this example, you would create a Merge Rule Field for each relevant field associated with the Billing Address. 

There are also other options when creating a Merge Rule Field: 

  • Is Priority? = If TRUE this indicates the field will be used in priority ordering 
  • Is Secondary Priority? = If TRUE indicates the field will be used in secondary priority ordering 
  • Is Skipped? = If TRUE the field is skipped and is not merged 

Article last reviewed: 2024-04-10