Data Sources Settings Overview

clearMDM Data Sources

A Data Source defines a source object to target object mapping. Record matching and merging operations start with a Target Object and process all Data Sources which have the same Target Object defined. 

Account Data Source

Follow these steps to setup an example Account Data Source: 

  1. Within clearMDM click on the Settings tab. 
  2. Click on the Data Sources tab. 
  3. Click on Add Data Source. 
  4. Ensure the following fields are populated: 
  • Name = Account
  • Is Active? = Checked
  • Is Active for Synchronisation? = Checked
  • Target SObject Type = Account
  • MDM Status Field name = MDM Status
  • Is Active for Reparenting Field Name = Is Active for Reparenting ?

Data Source Settings Overview

Matching Settings

Ensure the following fields are populated in the Matching Settings:

  • Is Active? = Checked
  • Check Matching State on Save? = Checked
  • Master Records Active for Matching? = Checked
  • Last Matching Date Field Name = Last Matching Date
  • Reset Source Record Matching Flag? = Checked
  • Master Record Flag Field Name = Is Master Record?
  • Is Active for Matching Field Name = Is Active for Matching?

Merge Settings

Ensure the following fields are populatd in the Merge Settings:

  • Is Active? = Checked
  • Master Record Id Source Field Name = Master Account
  • Click on Save.

If Reparenting is also required ( ie. Reparent Cases or Tasks to the Master Record), then follow these steps:

  1. Within the Data Source, select the Child Object Relationships.
  2. Within the Reparent? column, check each Child Object Type that requires reparenting.
  3. Click on Save.

The following demo provides an overview of the Data Source Settings.

 

To find out more about clearMDM, please do not hesitate to contact us at hello@clearmdm.com.

Article last reviewed: 2026-02-25

 

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