SMS-Magic Converse Salesforce App

The SMS-Magic Converse Guide equips admins with setup and configuration steps. This guide also has content for users to use SMS-Magic.

Steps to Schedule a Data Processing Batch Overview

The opt-out analysis, compliance enforcement stats, and agent productivity dashboards can be updated daily or monthly depending on the schedule of a ComplianceDashboardScheduler from Salesforce ‘Schedule Apex’ in the setup of your org.

Below are the steps to schedule a consent compliance & opt-out analysis:

  • Go to the ‘Setup’ section

  • Search for ‘Apex Classes’

  • Click on the ‘Schedule Apex’ button

  • Fill the required data and click on the ‘Search’ icon (you can give any name to Job Name)

  • Select ‘ComplianceDashboardScheduler’ from the list

  • Select Frequency (Weekly / Monthly)

  • Select the start date, and end date in respective fields from the date calendar

  • Select the preferred start time (time when you want to update the Dashboard)

  • Click on the ‘Save’ button

  • To check the status of batch execution, go to the ‘Setup’ menu

  • Search for ‘Apex Jobs’

  • Check for the Status of Jobs. (Status indicates batch is executed or not)

Updated on Feb 14, 2024