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OneMerge Data Quality Agent

Find, explain and resolve Salesforce duplicates with Agentforce.

Overview

The only AgentExchange agent purpose-built for Salesforce duplicate resolution. Find, merge and govern duplicate records with Agentforce, automate routine decisions and focus human review on exceptions, safely.

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See How OneMerge Data Quality Agent Works

  • Data Quality Agent: Find duplicate records using Salesforce Matching Rules and explain duplicate matches and merge decisions in natural language.

  • Duplicate Record Sets: Recalculate match confidence on existing Duplicate Record Sets, see how well each record fits its set, and add or remove records.

  • Governed Resolution: Merge using OneMerge Merge Rules. Sets that were rejected or flagged for review are merged only after an explicit override.

  • Merge Decisions: Accept or reject Duplicate Record Sets and choose the preferred master. Every decision is recorded, and decisions made by people are respected.

  • Autonomous Resolution with Human Review: Resolve suitable routine cases within your guardrails, and route exceptions to people.

  • Conversational Merge Rules and Visibility: Create and refine OneMerge Merge Rules in natural language, and track agent activity in OneMerge Merge Activity.

OneMerge Data Quality Agent is the only AgentExchange agent purpose-built for Salesforce duplicate resolution. Find, explain, merge and govern duplicate records with Agentforce, using your existing OneMerge Merge Rules and governance. v1.15: contact hello@onemerge.co.uk for the installation link. A new v1.15 demo is coming soon. Key Capabilities • Find duplicates using Salesforce Matching Rules • Explain matches and merge decisions • Configure Merge Rules in natural language • Resolve duplicates using approved merge logic • Autonomously handle suitable routine cases New in v1.15 • Recalculate match confidence on Duplicate Record Sets • Match Fit flags records that may not belong in a set • Set-aware find and merge, with the preferred master pre-selected • Accept or reject sets, with each decision recorded • Rejected or flagged sets merge only on explicit override • Merge Rules can use any priority field Governed resolution: Automated, Agent-Assisted, and Human Review for exceptions. OneMerge runs natively on Salesforce, so your CRM data stays on the platform.

Categories

Business Needs
Data Management
Admin & Developer Tools
Data Cleansing
Industries
Horizontal Product
Retail
Travel, Transportation, & Hospitality
Personas
Administrator
Business User
Data Professional
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Agentforce
Managed Package

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