SECTIONSServices Forecasting Scheduled Processes
Services Forecasting requires several background processes to run periodically to ensure near-real-time forecasting. Each stage of the process passes data between different records and to and from Analytics to ensure that each stage contains correct and relevant information. The Scheduled Processes table provides more information about these processes and the recommended schedule frequency.
| Process | Description | Recommended Schedule | Further Information |
|---|---|---|---|
| Data sync | Pulls in Salesforce data from the org into Analytics, including information used by Services Forecasting recipes. | Every business day, outside of working hours | For more information about how to schedule data sync to run automatically, see the Salesforce Help. |
| Run services forecast | Generates raw services forecast data for all eligible records. | Every business day, outside of working hours | Scheduling the Process to Generate Services Forecast Data |
| Update Services Forecast Live dataset | Updates the Services Forecast Live data with the latest available raw services forecast data. | Every business day, 30 minutes after executing the run services forecast process | Scheduling the Process to Update the Services Forecast Live Dataset |
| Create project forecasts | Creates project forecasts for a specific practice or region for new projects available in the Services Forecast Live dataset. | Depending on how often projects are created in your org, this can be 30 minutes after executing the update Services Forecast Live dataset process, weekly or monthly | Scheduling the Process to Create Project Forecasts for a Practice or a Region |
| Update forecasts | Updates forecasts with the latest data in the Services Forecast Live dataset. | Every hour | Scheduling the Process to Update Forecasts with the Latest Data |
| Update Services Forecast Plans dataset | Updates the Services Forecast Plans with the available data in your forecasts, including adjustments. | Every hour | Scheduling the Process to Update the Services Forecast Plans Dataset |
| Run PS Cloud Core Analytics App Services Forecast Reporting recipe | Combines data from the Services Forecast Live and Services Forecast Plans into the Services Forecast Reporting dataset. | After the Services Forecast Plans dataset is updated | For more information about how to schedule a recipe to run automatically, see the Salesforce Help. |
| Run PS Cloud Core Analytics App Snapshot Services Forecast Plans recipe | Creates a snapshot of the data in Services Forecast Reporting as of today's date. | Every week, outside of working hours | For more information about how to schedule a recipe to run automatically, see the Salesforce Help. |