Scheduling an Account Health Score Field Update

You can use the Schedule Account Health Score Field Update button to create a job schedule that writes account health scores to fields on the Account object. 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 retrieves account health scores from the Metric Account Values dataset and writes the scores to the Account fields specified in your CS Cloud Analytics Setup record. The job runs based on the frequency you configure.

Before scheduling, ensure the Account Health Score Field field in your CS Cloud Analytics Setup record contains the API name of the Account field to write the primary health score to. If you want to write a second score, also populate Account Health Score Field 2.

To create a schedule to update account health score fields:

1. On the Customer Success Administration page, click Schedule Account Health Score Field Update.
2. Select a frequency: "Hourly", "Daily", or "Weekly".
3. Set the active date when the job must run.
4. Select the schedule start time.

5. Select one of the options in the Ends After field: "Does Not End", "End Date", "Number of Occurrences".

   • If you select "End Date", select the end date in the End Date field.
   • If you select "Number of Occurrences", enter a number in the Occurrences field.
6. If you select "Weekly" in step 2, select a day of the week when the job must recur.
7. Click Schedule.

Note:

The user running the scheduled job must have edit permissions on the Account object and the specified Account fields. To view and manage scheduled jobs, go to Setup | Scheduled Jobs.