Scheduling a Product Health Score Update

You can use the Schedule Product Health Score Update button to create a job schedule to update the Product Health Score field on Account Product records. 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 calculates group health scores from the Metric Account Values dataset and writes them to the Product Health Score field on each Account Product. Since an account might have multiple segments defined by the Account Customer Success Segment object, the process specifically identifies the segment where the Health Score Output 1 checkbox is selected. The job runs based on the frequency you configure.

To create a schedule to update product health scores:

1. On the Customer Success Administration page, click Schedule Product Health Score 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:

To view and manage scheduled jobs, go to Setup | Scheduled Jobs.