How to Install OneMerge Standard Edition

OneMerge Free Edition – Installation Instructions

OneMerge is available to install Salesforce via our Salesforce App Exchange Listing here. You can install a Trial Version, which is initially recommended, to help navigate and understand the features and functionality of OneMerge.

Once you have installed the Trial version, you will have the option to follow through some test scenarios which will show you how Records Match and Merge. These scenarios can be found here.

When you are ready to install OneMerge into an organisation, the Release notes provide the latest Installation Link.

There are some Post Installation steps to follow which can be found here.

There is also a Guided Setup feature which is accessible from the page footer within the app. This feature guides you through how to Manage Merge Rulesets, Manage Matching Filters, Schedule the Matching Job, Schedule the Merge Job, Schedule the Reparenting Job and Manage Application Settings.

If you require any assistance with installing OneMerge Free Edition, please contact us at support@onemerge.co.uk.

Article last reviewed: 2023-08-29