OneMerge Installation Instructions
OneMerge is available to install via our Salesforce AppExchange 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.
There is also a Setup Status tab in the Home page, that shows the current status for the selected Salesforce Object.
The following image displays the help section available within the Guided Setup:
The Help Section provides all the information required to get started after installing OneMerge.
The following demo provides an overview of the Guided Setup feature in OneMerge.
If you require any assistance with installing OneMerge Standard Edition, please contact us at hello@onemerge.co.uk.
Article last reviewed: 2026-02-18