Configure a Scheduled Job in Salesforce

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Fullcast scheduler is a custom scheduler job that updates a field on a Salesforce object. This scheduler job is not related to the Fullcast’s standard import or export jobs.

Note

This feature is primarily used for legacy processes. For new configurations, use a Scheduled Flow for processes such as:

  • Triggering the cleanup of holdouts.

  • Routing untouched leads.

  • Running a clean domain flow 

Scheduler  

  • Set up by setting the Scheduler Job Frequency

  • Apex jobs page, Fullcast scheduler batch schedule is the scheduled job .

Activate Fullcast scheduler job

  1. In Salesforce go to Setup > Custom Metadata Types.

  2. Find Fullcast Policy settings.

  3. Click Manage Records.

  4. Select Scheduler Job Frequency.

  5. Click Edit.

  6. In the Field Value field, type a numeric value that is the time gap that needs to be set for the scheduler to run. For example, if the field value set is 15 minutes, then the scheduler will run every 15 minutes.

    Note

    60 minutes is the maximum that can be set for the scheduler job frequency.

  7. Click Save.

Batch  

  • Setup with Fullcast Scheduler object records.

  • When the Fullcast Scheduler runs then you should see the batch job Fullcast Scheduler Batch.

  • Not every scheduled job needs to spin up a batch. But we can control if the batch job needs to run batch on the frequency set in the Fullcast scheduler (custom object) record.  

Note

In Salesforce, a batch job can be run directly or can be scheduled.

Activate Batch Job

  1. Click the App Launcher.

  2. Find and select Fullcast Jobs.

  3. Click New.

  4. Complete the following fields:

    Field

    Description

    Job Name

    Type the name of batch job.

    Object Name

    Type the object (Account, Lead, Contacts) where the Spark Field and the Filter Field are located.

    Filter Field

    Type the field that the scheduler references to pull only the records that need to be sparked.

    Filter Operator

    Select an operator.

    Filter Field Value

    Type a value in the Filter Field that the scheduler references to filter records for spark.

    Spark Field

    Type the API name of the field that the Spark Field Value should get stamped in.

    Spark Field Value

    Type the value to be stamped in a text field. This stamps the Date Time with the text in this field.

    Execute Policy

    Choose one of the following:

    • Holdout Policy: If scheduling for holdout policy

    • None: For everything else.

    Enabled

    Select the checkbox to enable (turn on) the scheduler.

    Start Time

    Select the date and time the scheduler starts.

    End Time

    Select the date and times the scheduler ends.

    Frequency (minutes)

    Select how often the scheduler will run.

    Batch Size

    Type a numerical value for the amount of records being processed (from 1 to 200). To run heavy processes on certain objects, keep the batch size from 5 to 10 for best results.

  5. Click Save.

  6. If you need to stop or start the scheduler at any time, the following:

    • Start Scheduler: to enable the scheduler.

    • Abort Scheduler: to stop the scheduler.