How to Configure Application Settings

OneMerge Training – How to Configure Application Settings

The purpose of this article is to provide step-by-step instructions on OneMerge Settings Configuration and how to configure the Application Settings that are provided as default within OneMerge. This article is applicable to OneMerge Standard Edition, OneMerge Enterprise Edition and OneMerge Free Edition.

Option 1 – Configure the Application Settings using the Guided Setup

Follow these steps to configure the default Application Settings:

  1. From the OneMerge Application Home Page, click Guided Setup in the footer.
  2. On the first screen select the Setup Action Manage Application Settings, and click the Next button (as shown below).
  3. On the next screen, the default Application Settings are displayed which can be retained as they are or amended. Click the Save button.
  4. Click the Finish button to display a success message on the next screen.
  5. The changes can be verified either in Guided Setup or by following the steps in Option 2. They can be amended at any time by simply following the steps again.

The following image displays where to find OneMerge Free Edition Settings:

OneMerge Free Edition Settings Configuration

Option 2 – Configure the Application Setting through Custom Settings

To configure the default Application Settings, follow these steps:

  1. Open the Salesforce Setup menu.
  2. Select Custom Code>Custom Settings.
  3. Click on the Manage link next to App Settings.
  4. Click the Edit button.
  5. Change the default settings as required and click on the Save button (as shown below).

OneMerge Settings Configuration

The Application Settings differ between OneMerge Standard and Enterprise Editions compared to OneMerge Free Edition as they provide more features and therefore require more settings.

To find out more about OneMerge Standard, Enterprise and Free Edition Application Settings, please contact hello@onemerge.co.uk.

Article last reviewed: 2024-15-05