Release Notes

clearMDM Spring 25 (v9.27) Release Notes.

Use this URL to install the package into any organization:

https://login.salesforce.com/packaging/installPackage.apexp?p0=04t4w000000p6V9

Note: If you are installing into a sandbox organization you must replace the initial portion of the URL with http://test.salesforce.com

Use of clearMDM is subject to our terms and conditions.

The Find Matches UI now displays a ‘Blocking Key for Matching field’ that allows the filtering of the Blocking Key for Matching when the Find button is selected. There is also the option to select ‘All’ which will look for Matches on all Blocking Keys.

Only Matches above the specified Match threshold are displayed, although you can select the ‘Return Non Matches?’ checkbox to display those below the threshold.

Potential Matches only displays records that have Matched according to the Match threshold, not those below this threshold.

The Account Merge UI now displays the Parent Account ID as a Name link and the Contact and Supplier Merge UI displays Account ID as a name link. Previously these were record ID links.

A new setting within Data Source settings has been added to address non reparentable Child Objects. The setting ‘Is Clone Reparenting?’ defaults to ticked where the Child Object does not have a master relationship.

clearMDM Winter 25 (v9.14) Release Notes.

Use this URL to install the package into any organization:

https://login.salesforce.com/packaging/installPackage.apexp?p0=04t4w000000p6BJAAY

Note: If you are installing into a sandbox organization you must replace the initial portion of the URL with http://test.salesforce.com

Use of clearMDM is subject to our terms and conditions.

New Matching functionality for Winter ’25, described via the blog post linked below.

Multiple Blocking Keys

Use this URL to install the package into any organization:

https://login.salesforce.com/packaging/installPackage.apexp?p0=04t4w000000p630

Note: If you are installing into a sandbox organization you must replace the initial portion of the URL with http://test.salesforce.com

Use of clearMDM is subject to our terms and conditions.

The new manual Merge UI supports attribute groups and both the master record selection and field selection defaults driven by the configured rules. As such the default display is exactly how the automated processes would merge the data, however the Merge UI allows selections to be changed or overrides added.

The MDM Reparenting operation now supports a Deep Clone mode where the child object relationships for losing records can be traversed recursively to establish a complete hierarchy of records at the master record level irrespective of whether the relationship type is master detail (non-reparentable) or otherwise.

The Merge Now function available in the data stewardship UI now supports child record reparenting and the Deep Clone functionality noted above.

Use this URL to install the package into any organization:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t4w0000011WXM

Note: If you are installing into a sandbox organization you must replace the initial portion of the URL with http://test.salesforce.com

Use of clearMDM is subject to our terms and conditions.

Enhanced compatibility with the Salesforce Consent Management Data Model.

Merge Rollback now reverts related records reparented by real-time reparenting rules back to the original parent.

The MDM Generated Data Sweeper process now supports data retention policies for Merge Result data.

Use this URL to install the package into any organisation:

https://login.salesforce.com/packaging/installPackage.apexp?p0=04t4w0000011WBp

Note: If you are installing into a sandbox organization you must replace the initial portion of the URL with http://test.salesforce.com

Please refer to the terms of service before installation.

Identified duplicates can now be merged directly from Lightning Record Pages using the configured Record Merge logic (rules etc.).

The clearMDM Potential Matches component targets the same use cases as the standard Salesforce Potential Duplicates component. The key benefits of the clearMDM component are:

• The configured Merge Rules are used to remove the requirement to make field-by-field manual selections.
• Merge more than 3 records at-a-time.
• Cross-object Merge is supported. E.g. Merge Lead to create or update a new Account, Contact or Person Account.