Overview

The MergeUp Global Configuration custom metadata type stores org-wide default settings that apply across MergeUp.

Fields

Field	Field Type
Enable Batch Summary Emails Enable_Batch_Summary_Emails__c	Type Checkbox Description When selected, MergeUp can send batch summary emails for the entire org.
Enable Batch Summary Notifications Enable_Batch_Summary_Notifications__c	Type Checkbox Description When selected, MergeUp can send in-app batch summary notifications for the entire org.
Enforce External URL Allowlist Enforce_External_URL_Allowlist__c	Type Checkbox Description When selected, MergeUp applies the External URL allowlist to public URLs. Each Template's External URL Allowlist Mode determines whether MergeUp uses the global domain list, combines the global and Template-specific lists, or disables enforcement for that Template.

Notes

• The default record name is Default.
• These settings apply across the entire org.
• The batch summary email and notification settings are enabled by default. If the default configuration record is missing, MergeUp still treats both summary channels as enabled.
• The batch summary fields enable or disable channels at the org level. For each channel, a summary message is sent only when the org-level channel is enabled and at least one batch processed in that execution has the corresponding Send Batch Summary field enabled.
• To control summary delivery for one batch run only, update the related MergeUp Batch record instead.
• Enforce External URL Allowlist is enabled by default for new Bellatrix installations. For orgs that already had MergeUp before Bellatrix is pushed, the setting remains disabled by default to preserve current Template behavior. If the default configuration record is missing, External URL allowlist enforcement is disabled.
• Before enabling External URL allowlist enforcement for an existing org, configure the required global and Template-specific domains and test representative Templates in a sandbox.

Next Steps

• About MergeUp Batches
• Using Merge Document (Async) in Flows
• Configuring IMAGE URL Security Controls