OneMerge Merge Jobs process Duplicate Record Sets reported by Salesforce Duplicate Management using the Merge Rules configured for the selected Salesforce Object. 

Before scheduling a Merge Job, review your Salesforce Duplicate Management configuration and OneMerge Merge Rules and complete any required testing. 

To schedule a Merge Job from the current OneMerge Setup experience: 

1. OpenOneMerge and navigate to Home → Setup. 
2. Select the Salesforce Object you want to configure.
3. In OneMerge Activation Status, or in the Merge Jobs panel, select Schedule Merge Job. 
4. Configure the required schedule and save the changes.
5. Return to Setup Status and confirm the Scheduled Merge Job status and Activation Readiness.

The Merge Jobs panel on Setup Status provides a summary of scheduled processing for the selected Salesforce Object. 

• Status — whether the Merge Job is currently scheduled. 

• Last Scheduled Merge Job — when the job most recently ran. 

• Next Scheduled Merge Job — when the next execution is scheduled. 

• Last Job Results — a link to the result of the most recent job. 

• View Merge Jobs — opens the Merge Jobs area for further review. 

OneMerge Schedule a Merge Job in Guided Setup

Test Scenario 1 – Schedule the OneMerge Merge Jobs 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. You can also select schedule Now which is particularly useful during testing.
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’.

Additional Information.

OneMerge Winter ’25 release (standard and Enterprise Editions) now supports scheduled jobs for Custom Objects via Guided Setup.

Previously, additional configuration steps such as the creation of an Apex Class were necessary to extend the scheduled job processing model to Custom Objects created within the Salesforce org. Now, subject to the requirements below, the OneMerge jobs can be directly scheduled via Guided Setup to implement one-time or recurring bulk record matching and merge automations for Custom Objects and also additional Standard Salesforce Objects previously not supported.

Requirements:

• Matching Job – Any Salesforce Object (Custom or Standard) with active Salesforce Duplicate Rules (one or more).
• Merge Job – Any Salesforce Object supported by Salesforce Duplicate Management with active Merge Rulesets (one or more).
• Reparenting Job – (as Merge Job) plus Custom Merge and active Custom Reparenting Rules.

The following demo shows how to Schedule Merge and Matching Jobs.

If you require any assistance with OneMerge Free, Standard or Enterprise Edition, please do not hesitate to contact us at hello@onemerge.co.uk.

Article last reviewed: 2026-10-06