Scheduling a Metric Account Values Dataset Update
You can use the Schedule Metric Account Values Dataset Update button to create a job schedule to update the Metric Account Values dataset. The button is available from the Customer Success Administration page and any additional pages you've added the CSC Administration component to.
A scheduled Apex class is created that updates the Metric Account Values dataset, based on the details provided in the Schedule Metric Account Values Dataset Update window, with any metric account values that have been updated or created since the last time the job was run.
To create a schedule to update the dataset:
- On the CS Administration page, click Schedule Metric Account Values Dataset Update.
- Enter an active date for the schedule to start on.
- Enter a start time for the schedule.
- Select when you want the scheduled job to end after.
- Click Schedule.