How to Schedule a Matching Job

OneMerge Schedule a Matching Job

The purpose of this article, OneMerge Schedule Matching Jobs, is to provide step-by-step instructions for the scheduling of a Matching Job that will match duplicate records for a given Salesforce Object in bulk on a defined schedule.

Option 1 – Guided Setup

Please note, Option 1 allows hourly scheduling, whereas Option 2 is limited to daily, weekly or monthly frequency.

To schedule the Matching Job, 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 (as shown below).
  3. On the next screen select the Salesforce Object and Schedule Type (e.g. Hourly), and click the Next button.
  4. On the next screen enter the required schedule information (e.g. for Hourly, the start minute is required i.e. 15 for 15 minutes past the hour), and click the Next button to schedule the job.
  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.

OneMerge Schedule 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’.

Option 2 – Schedule Apex

To schedule the Matching Job, follow these steps:

  1. Open the Salesforce Setup menu.
  2. Select Custom Code>Apex Classes.
  3. Click the Schedule Apex button (the screen shown below should appear).
  4. Select Apex Class as AccountMatchingJob (or ContactMatchingJob, LeadMatchingJob).
  5. Select the time and frequency the schedule is to run.
  6. Click the Save button.

OneMerge Matching Jobs  Schedule Apex

Article last reviewed: 2024-05-20