OneMerge Data Stewardship

The purpose of this article is to provide step-by-step instructions on how to work through the Data Stewardship flow within the footer of OneMerge.

Before using the Data Stewardship flow, open OneMerge Home > Setup, select the Salesforce Object and review Data Stewardship in OneMerge Activation Status. Data Stewardship is optional and starts Active following installation as an initial safeguard to prevent automatic merges while setup is reviewed. Select Review Settings when you are ready to review or update the configuration

Follow these steps to work through the flow in the footer of OneMerge Free, Standard and Enterprise Editions:

1. From the OneMerge Application Home Page, click Data Stewardship in the footer of OneMerge.
2. On the first screen select the Salesforce Object.
3. Select the Active Duplicate Rule from the dropdown.
4. Using the slider, select the number of days where Duplicates have been identified (as shown below), click the Next button.
5. On the next screen select the Duplicate Record Set to set the Preferred Master, click the Next button.
6. On the next screen, select the Preferred Master Record for the Duplicate Record Set.
7. The Merge Decision can also be set on this screen. By default it is set to Accepted, click the Next button. NOTE: If Data Stewarding is not required, the Merge Decision is not displayed.
8. On the next screen, a Success message should be displayed (as shown below). Clicking Next will take you back to the list of Duplicate Record Sets.