Salesforce:Clean Suite Batch Processing: Difference between revisions

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#REDIRECT [[Salesforce:Custom Clean Suite Batch Processing]]
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==Batch Processing==
===What is Batch Processing?===
:Clean Suite Batch Processing can quickly and easily process multiple records at once all within an easy to use interface. Follow the steps below to learn how.
 
 
===Step 1: Select an Engine===
:Select the engine you wish to process your records with.
 
:[[File:Salesforce_Batch_01_SelectEngine.png|none|400px]]
 
 
===Step 2: Select an Object===
:Select the object type you wish to work with. Standard and Custom objects are fully supported.
 
:[[File:Salesforce_Batch_02_SelectObject.png|none|350px]]
 
 
===Step 3: Select a Mapping===
:Type in the name of the mapping you wish to use to process your records.  The mapping must be defined for the Object Type that you are processing on.
 
:To learn more about mappings visit [[Salesforce:Clean Suite Advanced Mappings|Clean Suite Advanced Mappings]].
 
:[[File:Salesforce_Batch_03_SelectMapping.png|none|250px]]
 
 
===Step 4: Define Batch Conditions===
:Here we can decide how we want our records to be processed.
 
:There are 3 options to choose from here:
:*Process all records – Process every record for the object type we defined.
:*Process only unvalidated records – Process every record that does not have a result object associated with it for the object type we defined.
:*Process records in Custom Query – When selected, shows a custom query box allowing user to enter a SOQL query to specify exactly which records to process.
 
:[[File:Salesforce_Batch_04_DefineConditions.png|none|700px]]
 
 
===Step 5: Start Batch Job===
:Finally we can click the "Start Batch Job" button to kick off our batch job.
 
:Your job status can be found under the "Apex Jobs" Salesforce setup page.
 
:[[File:Salesforce_Batch_05_StartBatchJob.png|none|200px]]
 
 
[[Category:Reference]]
[[Category:Clean Suite for CRM:Salesforce]]

Latest revision as of 18:32, 30 January 2023

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Custom Clean Suite Batch Processing
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Batch Processing

What is Batch Processing?

Clean Suite Batch Processing can quickly and easily process multiple records at once all within an easy to use interface. Follow the steps below to learn how.


Step 1: Select an Engine

Select the engine you wish to process your records with.


Step 2: Select an Object

Select the object type you wish to work with. Standard and Custom objects are fully supported.


Step 3: Select a Mapping

Type in the name of the mapping you wish to use to process your records. The mapping must be defined for the Object Type that you are processing on.
To learn more about mappings visit Clean Suite Advanced Mappings.


Step 4: Define Batch Conditions

Here we can decide how we want our records to be processed.
There are 3 options to choose from here:
  • Process all records – Process every record for the object type we defined.
  • Process only unvalidated records – Process every record that does not have a result object associated with it for the object type we defined.
  • Process records in Custom Query – When selected, shows a custom query box allowing user to enter a SOQL query to specify exactly which records to process.


Step 5: Start Batch Job

Finally we can click the "Start Batch Job" button to kick off our batch job.
Your job status can be found under the "Apex Jobs" Salesforce setup page.