Setting up Merge Rules for Salesforce deduplication

Salesforce has its own native merging functionality, but what if you want more control? With Dedupely’s Merge Rules, you decide what values win or lose.

In this video, we’ll walk through how to:
- Create custom merge rules step by step
- Choose which fields to keep (e.g., First Name, Email, Phone)
- Apply logic like “keep the most recently created record”
- Save rules that apply automatically during merges
- Take full control over how your Salesforce data is combined

Chapters:
Intro: What merge rules do
Salesforce defaults vs. Dedupely rules
Creating a new merge rule
Selecting record type and affected field
Example: Keeping the most recent record’s first name
Saving and applying merge rules

Next steps
Start your free 7-day trial and test custom merge rules on your Salesforce data: https://app.dedupe.ly/register
Book a Zoom with our team to see how merge rules adapt to your workflow: https://meetings.dedupe.ly/meetings/gaby-salinas/youtube-zoom-scheduler
Read the Merge Rules guide for a full walkthrough: https://kb.dedupe.ly/knowledge/merge-rules

With Merge Rules, Dedupely gives you the power to control your Salesforce merges.

Видео Setting up Merge Rules for Salesforce deduplication канала Dedupely