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Multiple Blocking Keys

This article, Multiple Blocking Keys, explains the Multiple Blocking key feature introduced with the Winter '25 clearMDM release.

Salesforce Real-Time Data Cleanse

This article, Salesforce Data Cleanse, provides step-by-step instructions on how to use Real-Time Data Cleanse within clearMDM.

Data Sources Settings Overview

This article, Data Sources Settings Overview, provides an introduction to the Data Source settings and configuration within clearMDM.

clearMDM Matching Test

This article, clearMDM Matching Test, provides step-by-step instructions on how to use the Matching Test Feature to validate the Matching Rules.

Portal Enabled Contact Merge

This article, Portal Enabled Contact Merge, provides step-by-step instructions on how clearMDM handles Portal Enabled Contact merges.

Potential Matches Feature

This article, Potential Matches Feature, provides step-by-step instructions on how to view Potential Matches within clearMDM.

Cascading MDM Merge

This article, Cascading MDM Merge, provides an example of how clearMDM can match and merge records automatically across a record hierarchy.

Use Case, Matching Records

This article, Use Case, Matching Records, describes how clearMDM identifies records that are potential matches using the Blocking Key.

Use Case, Merging Records

This article, Use Case, Merging Records, describes how clearMDM merges records using the Blocking Key Process Request.

Use Case, Attribute Groups

This article, Use Case Attribute Groups, provides an example of the configuration setup of Attribute Groups within clearMDM.

Use Case, Reparenting Rules

This article, Use Case, Reparenting Rules, describes how clearMDM reparents information stored on a source record and displays the same information on the Master Record.

MDM Settings Overview

This article, MDM Settings Overview, provides a brief introduction to the Settings and Configuration area within clearMDM.

clearMDM Matched Record Statistics

This article, clearMDM Matched Record Statistics, provides step-by-step instructions on how to configure and run the Matched Record Statistics Job.

clearMDM Merge Rollback

This article, clearMDM Merge Rollback, provides step-by-step instructions on how to use the Merge Rollback Feature within a Master Record.

clearMDM Merge User Interface

This article, clearMDM Merge User Interface, provides step-by-step instructions on how to manually Merge Matching Records for a given Salesforce Object using the Merge Records User Interface.