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Manage Your Billing Processes with Salesforce Billing
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            Schedule a One-Time Balance Snapshot Run

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            Schedule a One-Time Balance Snapshot Run

            Use the Balance Snapshot Scheduler to create a one-time Balance Snapshot Run that analyzes your account’s invoices for past-due balances. A one-time snapshot is useful if you do not need recurring updates for your snapshots. (Salesforce Billing Managed Package)

            Required Editions

            Available in: Salesforce Billing Spring ’18 and later
            1. From the Balance Snapshot Schedulers object, click New.
            2. Provide a name for your balance snapshot scheduler.
            3. Choose One-Time for your scheduler’s Type field.
            4. You can optionally provide a start date and time for your scheduler to launch its single run. If you leave this field blank, the scheduler launches the run when you save the scheduler record.
            5. Click Save.
             
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