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Set Up Trade Promotion Management
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          Configure Your Batch Processes

          Configure Your Batch Processes

          You can specify the custom settings that control the automatic scheduling of batch processes. 

          Required Editions

          Available in: Lightning Experience

          Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled

          1. From Setup, in the Quick Find box, enter Custom Settings, and then select Custom Settings.
          2. Click Manage next to Batch Process Configuration settings.
          3. On the Custom Settings Batch Process Configuration page, click New.
          4. Enter the required information, and then save your changes.
            Field Description
            Name Name of configuration setting record.
            Batch Size Size of the batch.
            Apex Class

            Batch process class to be executed.

            • To schedule the calculation of the account plan, promotion, and tactic and to update the account product list, select the Apex class as NightlyCalculation.
            • To schedule the Fund Auto-KPI calculation, select the Apex class as FundCalculationSchedule.
            • To schedule the Rate-Based Funding Auto-KPI calculation, select the Apex class as RBFAutoKPICalculationSchedule.
            • To schedule the Rate-Based Funding condition record generation, select the Apex class as RBFConditionRecordSchedule.
            • To schedule the promotion push process, select the Apex class as PromotionPushBatch.
            Days Days of the week on which the server process must begin. Select one or more checkboxes.
            Start Time Time to start the server process.
            Sales Org Sales org for which the setting is defined.
            Last Run Date and time at which the server was started for this sales org.
            Refresh Account Product List

            Specifies whether the account product list must be generated entirely.

            • If this option is selected, the system checks all the volume and condition records and generates the list afresh.
            • If this option isn’t selected, the system considers only the volume or condition records that have been modified since the last batch process run. In this scenario, the system doesn't generate the Account Product List generated afresh, but modifies it.
            Promotion Template 18-character promotion template ID that's used for batch process triggers.
            Job Name Name of the job. Text field with a maximum of 255 characters.
           
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