This article provides instructions on the Pre-Requisites after installing clearMDM and before using the application. The Installation Guide document should be referred to for more detailed implementation support.
Permission Sets
The clearMDM package installs with default permissions for two user roles; Data Steward and MDM User. A user needs to be assigned the MDM Data Steward Permission set, or has a profile that was assigned the MDM Data Steward permissions during installation. The MDM User permission set is also required.
The Data Steward role is intended for users that are responsible for data management generally and MDM processing specifically. Data Stewards will take administrative ownership of the clearMDM product, define and implement requisite record lifecycles, steward candidate matches and generally take responsibility for the application configuration of the clearMDM product and the outcomes achieved.
The default permissions, for the two roles described above, are packaged as Profile Permissions and Permission Sets. In the former case the installation process allows the Profile Permissions to be overlayed onto selected profiles within the subscriber org. In the latter case users can be assigned to Permission Sets as required, with no impact on their current User Profile assignment.
Addtional Permission Sets are available to cover the following:
- MDM Data Services User – Standard user permissions for access to Data Services features. This includes the permissions required to monitor record changes.
- MDM Manual Merge – User permissions for Manual Merge functions which include View Matches; Match Analysis; Manual Merge; Reparenting.
MDM Fields
The clearMDM product requires that each object defined as a Target Object and/or Data Source is configured with a set of custom fields that comply with the MDM Fields. The complete set of MDM Fields for Account, Contact and Lead are installed by the package by default. For additional objects, the MDM fields must be configured separately. The Installation Guide provides a full list of these fields in Appendix A. It is recommended these fields are added to the relevant page layouts under a separate MDM Information section.
Page Layouts
The installed package comes with custom clearMDM page layouts for Account, Contact and Leads. These page layouts provide MDM sections and fields required for the MDM process. They can be assigned through Profiles.
To find out more about clearMDM please do not hesitate to contact us at hello@clearmdm.com
Article last reviewed: 2025-03-18