Consumer Goods Cloud Batch Processes Annotations
Use these annotations to configure the Consumer Goods Cloud batch processes.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions that have Consumer Goods Cloud enabled |
- EffectiveAccountManagerSyncBatch
Use this batch to create account team members from valid customer managers and provides the customer managers access to the account. This batch process adds the current customer managers to the Salesforce Account Team Member object. - CallOrderDistributionReOrgBatch
To show relevant and accurate visits and orders on the Consumer Goods offline mobile app, use the CallOrderDistributionReOrgBatch batch. The batch process identifies all the past visits and orders of accounts that are distribution relevant (Distribution Relevant is true). Only the distribution relevant order and visit records are synced on the mobile app. The batch ignores the visits and orders that have Distribution Relevant as false. - AuthorizationListSetupBatch
Identify and create product authorization lists for stores (accounts with the Store role) based on the account hierarchy and the authorization list for the accounts in the hierarchy. The listed products in the authorization list are crucial for presetting the products in order items list (during orders) and surveys. The batch searches for the authorization list in the account hierarchy from the lowest to the highest. The batch finds and stops at the first hit in the hierarchy level and then considers all listings at that level as authorization lists for the store. The listing classification of an account, in turn, identifies the products for the store listing. - AggregatePromotionBatch
To show the promotions for visits or show the promoted products for orders, create promotion store records that link promotions to stores by using the AggregatePromotionBatch batch. A retail promotion is set up using either an anchor account or an anchor account set. The anchor account is higher in the account hierarchy. Lower-level accounts are designated valid stores (Current Date is between Store Valid From and Store Valid Thru dates in Account Extension). - AccountManagerOrgUnitBased
Manage account managers based on org unit customers and org unit users. By using the org unit customer and org unit user records, the batch adds, modifies, or removes the account managers for an account. When there are changes in the org unit assignments of customers and users, or you change the org unit structure. This batch job makes sure that each account is updated with the correct account managers based on the latest org unit structure. The AccountManagerOrgUnitBased batch saves the administrative effort to update each account manually and you can make org unit changes with a quick turn-around.
Did this article solve your issue?
Let us know so we can improve!
