Agile ConnectLink™

USER GUIDE

Scheduling Bulk Updates

Navigate to Salesforce Setup.
Search for Apex Classes using the quick find box.
Click Schedule Apex.

From Apex Class, select one of the following:
- BatchUpdateObjects
  - Institutions and Personnel: the original schedulable job.
- BatchUpdateAccounts
  - Updates Accounts only.
- BatchUpdateContactAccount
  - Updates Personnel and adds new Personnel related to existing Accounts. This job upserts Contacts and/or Leads depending on CL’s configuration.
- BatchUpdateContact
  - Updates existing Contacts only. No new personnel added.
- BatchUpdateLead
  - Updates existing Leads only. No new personnel added.
- SchedulableMetrics
  - Needed to generate metrics data. Required for dashboards to update. We recommend scheduling this for 1-2 days after your update job.
Select the desired time frame for the scheduled update.
- Our database undergoes weekly maintenance on Saturdays and Sundays. Avoid running updates all day Saturday and before 5pm on Sundays.
- If you have a large number of records, a Batch Update job on Friday night will likely spill over into Saturday and cause issues.
- Jobs that run into our maintenance window should be resumed once our database is available again, but these will take much longer and are not recommended.
Set the expiration date several years in the future so the job doesn’t expire.

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