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          Set Up Bulk Renewal by Using a Custom Action

          Set Up Bulk Renewal by Using a Custom Action

          Use a custom Apex action to renew specific policies outside the bulk job flow.

          Implement a custom Apex action that filters and selects policies for renewal, and call the out-of-the-box renewInsurancePolicies invocation action for each policy. This method works well for renewing a small number of policies or retrying policies that failed during the bulk renewal process. While the custom action handles specific renewals, the batch framework supports high-volume processing with built-in features for monitoring, fetching bulk data from the database, batching of requests, notifications, and troubleshooting.

           
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          Salesforce Help | Article