Help Document
Scheduled Jobs

    ABOUT SCHEDULED JOBS

    Scheduled Jobs are processes like Salesforce synchronizations that are automatically run by the system at predetermined time intervals. Scheduled Jobs are automatically handled by the system, but can also be manually run by administrators.

    Magentrix Sites for Salesforce have Scheduled Jobs configured to ensure that the portal stays up to date with your Salesforce instance. Administrators can however define and create additional Scheduled Jobs.

    Requirements

    To define and create schedule jobs, users must be assigned a security role with the following permissions:

    • Administrator System Role

    TO MANUALLY RUN SCHEDULED JOBS:

    1. In the Setup Home page, click Manage > Scheduled Jobs.
    2. Click the Scheduled Job you want to run.
    3. Click Run Now.

    TO CREATE NEW SCHEDULED JOBS:

    1. In the Setup Home page, click Manage > Scheduled Jobs.
    2. Click New.
    3. Complete the provided fields.
    4. Click Save to create the Scheduled Job. If you want to save this job and create another, click Save and New.

    TO EDIT, DELETE, OR CLONE SCHEDULED JOBS:

    1. In the Setup Home page, click Manage > Scheduled Jobs.
    2. Click the Scheduled Job you want to manage.
    3. Edit, Delete, or Clone the Scheduled Job:
      • If you want to Edit the Scheduled Job, click Edit. Make the desired changes and then click Save.
      • If you want to Delete the Scheduled Job, click More Actions > Delete. If you are prompted to confirm the deletion, click OK.
      • If you want to Clone the Scheduled Job, click More Actions > Clone. Make the desired changes for the cloned job and then click Save.