Batch Management

Batch Management helps companies optimize business processes that handle a high volume of standard and custom object records. Batch jobs run business processes configured in Salesforce Flow and business processes shipped or supported by other Salesforce products. Instead of handling all records at once, batch jobs execute processes in parts by using record subsets. Use scheduled flows to automate batch job runs and track their status in Monitor Workflow Services.

• Supported Editions for Batch Management
  Review the supported editions and availability for Batch Management.
• What's the Difference Between Batch Management and Batch Apex?
  Batch Apex requires admins or developers in your Salesforce org to write lines of code to automate the processing of large volumes of records. Conversely, Batch Management doesn't require a single line of code. It can be set up and maintained with only a few clicks in your org's user interface. Batch Management also helps you to monitor the batch jobs. Batch Management allows you to run multiple batch jobs as part of one scheduled flow.
• Batch Management Workflows
  Batch Management has two distinct workflows: configuring a batch job for a business process and the automated workflow of batch job runs. Review the steps involved in each workflow for an overview of how to work with Batch Management.
• Key Batch Management Terms
  Review the key terms that you come across while working with Batch Management.
• Create a Batch Job
  Use a batch job to automate the processing of large volumes of records for a business process configured in Salesforce Flow.
• Run a Batch Job
  A flow is used to run batch jobs. After a batch job is activated, it appears as an action in the Flow Builder. Use the Batch Job action to schedule your batch job's runs.
• Monitor Your Batch Jobs
  Monitor the status and health of your batch jobs using Monitor Workflow Services. You can monitor each instance of a batch job run and drill down to view details about each batch job part.
• Cancel a Batch Job Run
  Cancel Batch Management jobs runs that are in progress, including ones running for a long time and using up your Salesforce org’s resources, and ones started by mistake.
• Submit Failed Records
  You can submit records that a Batch Management job run failed to process for processing again. You can resubmit all the records that failed or specific failed records.
• Delete a Batch Job Run
  You can delete batch job runs that are either completed or have failed. When you delete a run, its associated batch job parts and batch job part failed records are also deleted.
• Can I Share a Batch Job?
  You can share a batch job with other Salesforce orgs. Use change sets, managed packages, and unmanaged packages to share a batch job. Partner and independent software vendors (ISV) can also create and share batch jobs.
• Things to Keep in Mind While Using Batch Management
  Here are a few things to keep in mind while using Batch Management.
• Batch Management Developer Resources
  Developers in your Salesforce org can use developer resources to create, activate, and run batch jobs.
• Delete Closed Cases Using Batch Management (Example)
  Thousands of cases get resolved and closed each week. Many admins want to automatically delete cases weekly based on case priority. In this example, we design a flow that automatically deletes closed cases. A batch job is created to select the case records and drive the business flow. Another flow is created to schedule the batch job to run each week.