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            Synchronize the Next and Last Interactions on the Account Object (Managed Package)

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            3. Financial Services Cloud Admin Guide

            Synchronize the Next and Last Interactions on the Account Object (Managed Package)

            Schedule an Apex job to set up a batch job for next and last interaction calculations.

            Required Editions

            Financial Services Cloud is available in Lightning Experience.

            Available in: Enterprise and Unlimited editions.

            Managed Package Icon This is a Financial Services Cloud managed package feature.

            1. From Setup in the Quick Find box, enter apex, and then select Apex Classes.
            2. Click Schedule Apex.
            3. Enter a job name.
            4. For Apex Class, look up and select ContactInteractionSchedulable.
            5. Select the batch job.
            6. Enter today’s date as the start and end date.
            7. Choose the start time. The batch job is scheduled to run every 15 minutes.
            8. Save your changes.
             
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