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          Configure the Batch Size

          Configure the Batch Size

          You can determine the number of group members to the process by configuring the batch size for the following cards in the OmniScript Designer.

          • Multi-Service/ApplytoGroup — For ApplytoGroup, set the Batch Size to 1. This allows you to copy and update one Quote or Order at a time.

          • MultiService/PriceAndValidate — For PriceAndValidate, set the Batch Size to 1. This allows you to process one Quote or Order at a time and price and validate it using Industries CPQ.

          • MultiService/Checkout — For Checkout, set the Batch Size to 1. This allows you to process one Quote at a time, convert it into an Order, and then create assets using Industries CPQ.

          Tip
          Tip

          Salesforce recommends that you keep the batch size low to avoid the max SOQL Salesforce and heap size limit.

          1. Log in to Salesforce.
          2. From the App Launcher, search for Vlocity OmniScript Designer and launch it.
          3. Search for ApplytoGroup. The MultiService/ApplytoGroup card is displayed.
          4. Create a copy and click the card to open it.
          5. Click SetApplytoGroupIPName.
          6. Set the BatchSize, for example, Batch Size = 1.
          7. Follow steps 4 through 6 to set the batch size for Price and Validate and the Checkout cards.
          8. Click Save.
           
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          Salesforce Help | Article