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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.
  • Select the desired time frame for scheduled update.

Speak with a Consultant     |     866.782.0241 x 108     |     [email protected]

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