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.

Scheduled Matching Job status can be reviewed from OneMerge Home > Setup in the Merge Jobs panel for the selected Salesforce Object. Use the available scheduling action from Setup Status, or Guided Setup where detailed scheduling options are required.

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.

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.

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.

The following demo shows how to Schedule a Matching Job.

Additional Information

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

Updated

Scheduled Matching Job status is now visible from OneMerge → Home → Setup in the Merge Jobs panel for the selected Salesforce Object. Use the scheduling action available from Setup Status, or Guided Setup where detailed scheduling options are required.” Keep the Hourly/Daily/Every X Hours examples if still valid. Replace the old cancellation instruction with the current released route, for example “Select View Merge Jobs and open the relevant scheduled job to review or cancel it

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: 2026-09-03