How to Schedule a Merge Job for a given Object using Guided Setup

OneMerge Training – How to Schedule a Merge Job in Guided Setup

Test Scenario 1 – Schedule the Merge Job to run Hourly for Salesforce Object Account

To schedule the Merge Job hourly, follow these steps:   

  1. From the OneMerge Application Home page, click Guided Setup in the footer.
  2. On the first screen select the Setup Action Schedule the Merge Job, and click the Next button.
  3. On the next screen select the Salesforce Object Account and Schedule Type Hourly, and click the Next button.
  4. On the next screen enter the start minute 30, and click the Schedule button to schedule the job (as shown below).
  5. The next screen should show a success message, click the Finish button.
  6. Refresh the OneMerge Home page and check the Merge Job Status panel for the next scheduled run time.

Test Scenario 2 – Schedule the Merge Job to run Daily for Salesforce Object Contact

To schedule the Merge Job to run daily, follow these steps:   

  1. From the OneMerge Application Home page, click Guided Setup in the footer.
  2. On the first screen select the Setup Action Schedule the Merge Job, and click the Next button.
  3. On the next screen select the Salesforce Object Contact and Schedule Type Daily, and click the Next button.
  4. On the next screen enter the start minute 30 and hour 10, and click the Schedule button to schedule the job (as shown below). This will schedule the Merge Job to run at 10:30 every day.
  5. The next screen should show a success message, click the Finish button.
  6. Refresh the OneMerge Home page and check the Merge Job Status panel for the next scheduled run time.

Test Scenario 3 – Schedule the Merge Job to run Every X Hours for Salesforce Object Lead

To schedule the Merge Job to run every x hours, follow these steps:   

  1. From the OneMerge Application Home page, click Guided Setup in the footer.
  2. On the first screen select the Setup Action Schedule the Merge Job, and click the Next button.
  3. On the next screen select the Salesforce Object Lead and Schedule Type Every X Hours, and click the Next button.
  4. On the next screen enter the start minute 30 and hour frequency 10, and click the Schedule button to schedule the job (as shown below). This will schedule the Merge Job to run at every 10 hours at half past.
  5. The next screen should show a success message, click the Finish button.
  6. Refresh the OneMerge Home page and check the Merge Job Status panel for the next scheduled run time.

 

Note: To cancel a scheduled Job, select the relevant one from the Merge Job Status panel on the Home Page and click on the arrow to ‘Abort’.

Article last reviewed: 2023-10-25