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            Configure the Batch Job to Create Portal Users

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            Configure the Batch Job to Create Portal Users

            The out-of-the-box Group Enrollment batch job references the Group Enrollment flow that’s shipped out of the box and can’t be modified. Perform this task to ensure the batch job uses the flow that’s customized to create portal users.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions of Digital Insurance with Digital Insurance Product Admin Add On, Digital Insurance Group Benefits AddOn, Digital Insurance Group Enrollment AddOn,Digital Insurance Group Benefits Customer Community AddOn, and Digital Insurance Group Benefits Partner Community AddOn licenses
            User Permissions Needed
            To configure batch job for bulk enrollment Digital Insurance Group Enrollment, Digital Insurance Group Enrollment Customer Community, and Digital Insurance Group Enrollment Partner Community
            To configure batch job for individual enrollment Digital Insurance Group Enrollment, Digital Insurance Group Enrollment Customer Community, and Digital Insurance Group Enrollment Partner Community
            1. From Setup, in the Quick Find box, enter Batch Management, then select Batch Management.
            2. Click New.
            3. In the New batch job window, enter these details:
              • Name: Enter a name for the batch job
              • API Name: Enter and API name for the batch job
              • Process Type: Flow
              • Execution Process: Select the flow that’s configured to create portal users
              • Group: InsuranceGroupBenefits
              • Batch Size: 4
              • Retry Count: 1
              • Retry Interval: 1000
            4. Click Next and then provide these values:
              • Flow Input Variable: groupCensusMemberId
              • Object: Group Census Member
              • Conditions:
                • Select Records When: All Conditions Are Met (AND)
                • Condition 1: Group Census ID Equals Input Variable groupCensusId
                • Condition 2: Association with Primary Member Equals Value Self
            5. Save and then activate the batch job.
             
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