How to Schedule a Matching Job Using Guided Setup

OneMerge Schedule a Matching Job in Guided Setup

This article, OneMerge Scheduling Matching Jobs, provides step-by-step instructions for scheduling a Matching Job in Guided Setup that will match duplicate records for a given Salesforce Object in bulk on a defined schedule. This article is applicable to OneMerge Free, Standard and Enterprise Editions.

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

To schedule the Matching 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 Matching 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.

OneMerge Scheduling Matching Jobs

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’.

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

To schedule the Matching 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 Matching 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 Matching Job to run at 10:30 every day.
  5. The next screen should show a success message, click the Finish button.

OneMerge Scheduling Matching Jobs

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

To schedule the Matching 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 Matching 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 Matching Job to run at every 10 hours at half past.
  5. The next screen should show a success message, click the Finish button.

OneMerge Scheduling Matching Jobs

Additional Information

It is also possible to schedule the Matching Job to run ‘Now’. This is particularly useful when validating testing.

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: 2024-05-24