OneMerge Schedule Advanced Duplicate Check Jobs in Guided Setup

The Duplicate Check Job within OneMerge provides two options, General Statistics and Update Records. Generate Statistics, as with OneMerge Free Edition. generates a report based upon selected filters. Update Records populates the following fields identified as duplciates:

• Is Duplicate?
• Duplicate of
• Is Primary Duplicate?
• Last Duplicate Check Date

Note: These fields need adding to the page layout.

Test Scenario 1 – Advanced Duplicate Check Job to run Hourly for Salesforce Object Account, job type Update Records.

1. From the OneMerge Application Home page, click Guided Setup in the footer.
2. On the first screen select the Setup Action Schedule the Duplicate Check 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 Next button.
5. On the next screen select the Job Type Update Records. Select the Filter Field Account Name and enter a Filter Value.
6. The next screen should show a success message, click the Finish button.

Once the Job has completed, the Duplicate Records will display the fields mentioned populated.

Test Scenario 2 – Advanced Duplicate Check Job to run Hourly for Salesforce Object Account, job type Generate Statistics.

1. From the OneMerge Application Home page, click Guided Setup in the footer.
2. On the first screen select the Setup Action Schedule the Duplicate Check 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 Next button.
5. On the next screen select the Job Type Generate Statistics. Select the Filter Field Account Name and enter a Filter Value.
6. Select Group Field Level 1 and enter Account Name.
7. The next screen should show a success message, click the Finish button.

Once the Job has completed, the Duplicate Check Jobs Tab displays a link to the detailed result.

The following demo shows how to Schedule a Duplicate Job.

To find out more about OneMerge, please contact hello@onemerge.co.uk.

Article last reviewed: 2026-02-17