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.
Getting Started
Step 2: Setup Authentication
Learn how to securely connect MergeUp to Salesforce using the guided setup flow and enable initial user access.
Step 3: Configure Permissions
Learn how to assign the MergeUp Admin and MergeUp User permission sets, optionally bundle them into permission set groups, and replicate their settings when building custom permission sets.