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.

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.

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.

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.

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: 2025-10-29