Schedule a Processing Services Batch
To recalculate data, schedule a Processing Services batch process to run on a particular day and time.
Required Editions
Available in: Lightning Experience Available in Enterprise and Unlimited Editions that have Consumer Goods Cloud enabled |
| User Permissions Needed | |
|---|---|
| To schedule a CG Processing Services batch process: | CGCloud Business Admin OR CGCloud Retail Business Admin |
Pair the Salesforce org with the CG Processing Services.
- From Setup, in the Quick Find box, find and select Custom Settings.
- Next to the Batch Process Configuration setting, click Manage.
- On the Batch Process Configuration Edit page, click New.
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Enter the details, and then save your changes.
Field Description Name Name of the batch process configuration record. Apex Class Apex class corresponding to the batch process configuration record.
To flatten the org unit hierarchy for the Customer Segmentation server, select ScheduleCGCloudServiceFlattenOrgUnit.
To flatten the account hierarchy for the Customer Segmentation server using Processing Services, select ScheduleCGCloudServFlattenAccHierarchy .
To condense information from various complex pricing tables and create pricing conditions as JSON text, select ScheduleCGCloudServiceComplexPricing.
To create customer sets from the Customer Segmentation configuration, select ScheduleCGCloudServCustomerSegmentation.
Days Select the days of the week to run the process. Start Time Time to start the process. Sales Org Applicable sales org. You can apply the batch process to a single sales org or to all sales orgs (when no sales org is selected).
CG Processing Services batch process and applicable sales orgs:
- ScheduleCGCloudServiceFlattenOrgUnit: All sales orgs or a single sales org
- ScheduleCGCloudServFlattenAccHierarchy: All sales orgs
- ScheduleCGCloudServiceComplexPricing: All or single sales org
- ScheduleCGCloudServCustomerSegmentation: Single sales org
Refresh Account Product List If selected, the system checks all volume and condition records and generates the entire list.
If this option isn’t selected, the system considers only the volume or condition records that have changed since the last batch process run and only updates the Account Product List with the modifications.
Promotion Template The 18-character promotion template ID that’s used for batch process triggers. Job Name Name of the job. It can have up to 255 characters.
The Penny Perfect Pricing batch (ScheduleCGCloudServiceComplexPricing) doesn’t support processing of pricing conditions with special characters in key types. See Create Pricing Condition Stage Records.
After scheduling the processing services batches, schedule the Scheduler.cls Apex class, which picks up the configured Apex classes and runs the processing services batches. It’s recommended to set an hourly frequency to run the batch. To schedule the processing services batch jobs to run on an hourly basis, call the System.schedule method. See the Using the System.schedule Method section in the Apex Developer Guide.
- Enhanced Penny Perfect Pricing V2 for Batch Runs
To process the pricing conditions during a batch run, use the enhanced version (Penny Perfect Pricing V2) of the pricing condition batch through the Apex class in the managed package. The improved version of the Penny Perfect Pricing batch works better with less resources, takes less time, and can handle more pricing conditions.
