How to set the frequency of the Auto Merge

Learn how to schedule the Auto Merge job in Delpha using the DDQ_DuplicateRecord_AutoMerge Apex class. Automate daily deduplication in Salesforce.

How to Set or Increase the Frequency of Auto Merge in Delpha

Delpha allows you to automate the merge of duplicate records using the Auto Merge feature. To ensure the process runs regularly, you need to schedule the underlying Apex job in Salesforce.

Follow the steps below to configure or increase the frequency of this automation.

Steps to Schedule the Auto Merge Job

1. Go to Salesforce Setup

   • Click the gear icon in the top-right corner and select Setup.

2. Find Apex Classes

   • In the Quick Find search bar, type Apex Classes.

   • Select Apex Classes from the list.

3. Schedule the Merge Job

   • Click the Schedule Apex button.

   • In the list of Apex classes, select: DDQ_DuplicateRecord_AutoMerge

4. Set Frequency

   • Configure the job to run daily (or at your preferred interval).

Once scheduled, Delpha will automatically merge eligible duplicate records based on the confidence threshold defined in your Duplicate Settings.

---

Summary

Setting	Recommendation
Apex Class	DDQ_DuplicateRecord_AutoMerge
Frequency	Daily
Trigger Location	Salesforce Setup → Apex Classes

• You can create multiple schedules depending on the desired frequency

• The automatic/mass merge deals with potential duplicates with Status = Auto Yes or Steward Yes. Duplicates processed through the bot are merged instantly.