OneMerge Post Installation Instructions

After installing OneMerge, review the Setup Status before activating duplicate processing.

OneMerge provides an Activation Status for each supported Salesforce Object, allowing administrators to see which components are configured, which are optional, and whether the selected object is ready to merge.

The post-installation steps differ depending on your OneMerge edition. Follow the instructions below for either OneMerge Free Edition or OneMerge Standard Edition.

Before activating merge processing in a production environment, we recommend reviewing and testing your Salesforce Duplicate Management configuration, OneMerge Merge Rules and other relevant application settings.

OneMerge Free Edition – Post Installation

OneMerge Free Edition uses Scheduled Merge processing to resolve Duplicate Record Sets identified by Salesforce Duplicate Management.

Following installation, review the OneMerge Activation Status for each Salesforce Object that you want OneMerge to process.

1. Open OneMerge Setup

From the OneMerge application, navigate to Home → Setup.

Select the Salesforce Object that you want to configure. Activation Status displays the current configuration for that object and identifies any action required before it is ready to merge.

2. Review the Before Save Flow

The Before Save Flow is optional.

When used, the flow maintains field-group timestamps used by OneMerge. These timestamps can be used by Merge Rules to prioritise field values, for example retaining the most recently updated information.

Activate the Before Save Flow only where this functionality is required.

3. Review the Salesforce Duplicate Rule

At least one appropriate Salesforce Duplicate Rule must be active for the selected object.

Duplicate Rules used with OneMerge should be configured to Report, rather than block, duplicates so Salesforce can create the Duplicate Record Sets that OneMerge processes.

Use Review Duplicate Rules from Setup to review your Salesforce Duplicate Management configuration.

4. Review Data Stewardship

Data Stewardship is optional.

When Data Stewardship is enabled, Duplicate Record Sets require the appropriate Merge Decision before they can be processed. This provides additional human control over which duplicates are merged.

Leave Data Stewardship inactive if manual review is not required.

5. Review Merge Rules

Review the installed Merge Ruleset and Merge Rules for the selected object.

Merge Rules determine how OneMerge selects the master record and which field values are retained when duplicate records are merged.

Ensure your Merge Rules reflect your organisation’s data management requirements before enabling merge processing.

6. Schedule the Merge Job

OneMerge Free Edition requires a Scheduled Merge Job to process Duplicate Record Sets.

When you have reviewed and tested your configuration, select Schedule Merge Job and configure the required processing schedule.

7. Confirm Activation Readiness

Return to OneMerge Activation Status for the selected Salesforce Object.

Activation Status will identify whether any required configuration remains outstanding. Once the required Salesforce Duplicate Rule is active and the Scheduled Merge Job is configured, the object can be processed by OneMerge Free Edition.

Repeat these steps for each Salesforce Object that you want OneMerge to manage.

OneMerge Standard Edition – Post Installation

OneMerge Standard Edition supports both Real-time Merge and Scheduled Merge processing, providing greater flexibility over when Salesforce duplicates are resolved.

Following installation, review the OneMerge Activation Status for each Salesforce Object that you want OneMerge to process.

1. Open OneMerge Setup

From the OneMerge application, navigate to Home → Setup.

Select the Salesforce Object that you want to configure. Activation Status displays the current configuration for that object and identifies any action required before it is ready to merge.

2. Review the Before Save Flow

The Before Save Flow is optional.

When used, the flow maintains field-group timestamps used by OneMerge. These timestamps can be used by Merge Rules to prioritise field values, for example retaining the most recently updated information.

Activate the Before Save Flow where this functionality is required.

3. Review the Salesforce Duplicate Rule

At least one appropriate Salesforce Duplicate Rule must be active for the selected object.

Duplicate Rules used with OneMerge should be configured to Report, rather than block, duplicates so Salesforce can create the Duplicate Record Sets that OneMerge processes.

Use Review Duplicate Rules from Setup to review your Salesforce Duplicate Management configuration.

4. Configure Merge Processing

OneMerge Standard Edition can process duplicates using Real-time Merge, a Scheduled Merge Job, or both.

Real-time Merge

When Real-time Merge is active, Duplicate Record Sets generated by Salesforce Duplicate Rules can be processed in real time, helping resolve duplicate data as it is identified.

Review the application settings for the selected object and activate Real-time Merge where immediate duplicate resolution is required.

Scheduled Merge Job

Scheduled Merge processing can be used to process Duplicate Record Sets at configured intervals.

Select Schedule Merge Job to configure scheduled processing where required.

You may configure Real-time Merge, Scheduled Merge processing, or both according to your organisation’s requirements.

5. Review Data Stewardship

Data Stewardship is optional.

When Data Stewardship is active, Duplicate Record Sets require the appropriate Merge Decision before they can be processed.

Use Data Stewardship where human review or additional merge controls are required.

6. Review Merge Rules

Review the installed Merge Ruleset and Merge Rules for the selected object.

Merge Rules determine how OneMerge selects the master record and which field values are retained during the merge.

Ensure the rules reflect your organisation’s data management requirements before activating merge processing.

7. Confirm Activation Readiness

Return to OneMerge Activation Status for the selected Salesforce Object.

For an object to be ready to merge, an appropriate Salesforce Duplicate Rule must be active and either Real-time Merge or a Scheduled Merge Job must be configured.

Activation Status will identify any outstanding configuration requiring attention.

Repeat these steps for each Salesforce Object that you want OneMerge to manage.

OneMerge Profile App Permissions 

Follow these steps to apply App Permissions to User Profiles.  

1. Go to Setup (top right). 
2. Under Administration, click on ‘Profiles’. 
3. Select the Profile from the list. 
4. Click on ‘Edit’. 
5. Ensure the Custom App Settings OneMerge is ticked. 

OneMerge User Setup 

Follow these steps to allocate access to OneMerge for the relevant Users.  

1. Go to Setup (top right). 
2. Under Administration, click on ‘Users’.  
3. From the list, click ‘Users’. 
4. Select the User from the list. 
5. Under ‘Permission Set Assignments’ click on ‘Edit assignment’. 
6. Select OneMerge User from the ‘Available Permission Sets’ and add to the ‘Enabled Permission Sets’.  
7. Click on Save. 

The User has now been given access to OneMerge.  

 OneMerge Page Layouts 

OneMerge has its own Page Layouts which contain the relevant field and sections. Follow these steps to ensure these page layouts have been assigned to the correct profiles. Alternatively, the packaged layouts can serve as a reference for the fields to be added to custom layouts.

1. Go to Setup (top right). 
2. Under Platform tools, click on ‘Objects and Fields’ 
3. Select Object Manager. 
4. Click on ‘Account’. 
5. Click on ‘Page Layouts’. 
6. Click on ‘Page layout Assignment’. 
7. Validate that each Profile to be used has the OneMerge account Layout.  
8. If not, then click on edit and select the Profile and the Page Layout.  
9. Click on Save.  

All Profiles using OneMerge now have the correct Page Layout assigned. For all Objects using OneMerge (e.g. Leads and Contacts), follow these steps. The Duplicate record Set Object also needs verifying. 

 

Enable Real-Time Merge

Note: This section does not apply to OneMerge Free Edition 

To enable real-time Merge, follow these steps: 

1. Go to Setup (top right).  
2. Under Custom Code, click on ‘Custom Settings’. 
3. Click on ‘Manage’ App Settings.
4. Click Edit and ensure the following checkbox is ticked ‘Is Realtime Merge active?’. 
5. Click on Save. 

The real-time Merge functionality has now been activated. 

Setup a Scheduled Merge Job (Also available to Setup within Guided Setup).

To setup a Merge Schedule to run at a specific time, date and day, follow these steps: 

1. Go to Setup (top right).  
2. Under Custom Code, click on ‘Apex Classes’. 
3. Click on ‘Schedule Apex’. 
4. Click on the search icon in ‘Apex Class’ and select the Object Merge required, e.g. Account Merge Job if merging Account records. 
5. Give the Job a name. 
6. Select the frequency, start and end dates, and start time.  
7. Click on Save.  

The Scheduled Merge functionality has now been setup. The job runs at the specified date and times and validates the Account Object. 

NOTE: It is recommended to Clone Merge Rulesets when initially setting up the required configuration, that way the implemented Ruleset will be available to fall back on. The following Training Article explains how to do this. If you do clone the Ruleset, then deactivate the Standard Merge Ruleset provided.

The following demo also provides some step-by-step instructions as part of the new Setup Status page introduced in 2025 for Duplicate Management.

 

Article last reviewed: 2026-09-02