Schedule a Merge Job

OneMerge Training – How to Schedule a Merge Job

This article aims to give step-by-step instructions for scheduling a Merge Job that will merge duplicate records for a given Salesforce Object in bulk on a defined schedule.

Option 1 – Guided Setup

Please note that Option 1 enables hourly scheduling, while Option 2 limits scheduling to daily, weekly, or monthly frequency.

Follow these steps to Schedule the Merge Job:   

  1. From the OneMerge Application Home page, click Guided Setup in the footer.
  2. On the first screen, you should select the Setup Action Schedule the Merge Job, and then click the Next button (as shown below).
  3. On the next screen, you should select the Salesforce Object and Schedule Type (e.g. Hourly), and then click the Next button.
  4. On the next screen, you should enter the required schedule information (e.g. for Hourly, the start minute is required i.e. 15 for 15 minutes past the hour), and then click the Next button to schedule the job.
  5. Click the Finish button on the next screen to see a success message.
  6. Refresh the OneMerge Home page and check the Merge Job Status panel for the next scheduled run time.

OneMerge Schedule a Merge Job

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

Option 2 – Schedule Apex

To schedule the Merge Job, follow these steps:

  1. You should open the Salesforce Setup menu.
  2. Then select Custom Code>Apex Classes.
  3. Click the Schedule Apex button (the screen shown below should appear).
  4. Select Apex Class as AccountMergeJob (or ContactMergeJob, LeadMergeJob).
  5. Select the time and frequency for running the schedule.
  6. Click the Save button.

Apex Class OneMerge Schedule a Merge Job

Additional Information (Standard and Enterprise Edition)

In order to disable realtime merge (and merge duplicates only by scheduled Merge Job), the following settings need to be applied first:  

  1. Open the Salesforce Setup menu.
  2. Select Custom Code>Custom Settings.
  3. Click on the Manage link next to App Settings.
  4. Click the Edit button.
  5. Ensure the Is Realtime Merge Active? checkbox is unticked.
  6. Click on Save.

Custom Settings OneMerge Schedule a Merge Job

Article last reviewed: 2024-05-16