Step 1: Install MergeUp

This article provides instructions for installing and configuring MergeUp, including steps to install the package and assign the permission set required for setting up MergeUp.

Feb 21, 2026
Knowledge

Article Body

Overview

In this guide, we will walk you through the installation and setup process for MergeUp.

Steps

Install the managed package from the Salesforce AppExchange. When installing, choose the option to install for admins only.
Once the installation is complete, navigate to "Permission Sets" in Setup and assign the "MergeUp Setup" permission set to your user.

Next Steps

Proceed to the Step 2: Setup Authentication article for the next set of instructions.
Additional Resources
- Install a Package (salesforce.com)
- Assign a Permission Set (salesforce.com)

Title

Step 1: Install MergeUp

URL Name

Step-1-Install-MergeUp

Step 1: Install MergeUp

Information

Overview

Steps

Next Steps