Batch Jobs
Guided Selling uses Apex batches to process large volumes of records in smaller, manageable chunks. These batches automatically run critical sequence functions in the background.
Batch Jobs List
| Job Name | When it Runs | Purpose |
|---|---|---|
| Cadence Scheduler | Runs according to the Custom Setting called <Scheduler> Sequence schedule interval. | Responsible for launching the Action Processing batch job. |
| Action Processing | Runs according to the Custom Setting called <Scheduler> Sequence schedule interval. Runs every 30 minutes by default. | Processes due Guided Selling actions. |
| Association Processing | Runs immediately after action processing. | Updates participant and association state. |
| Cleanup Scheduler | Runs daily at 1am. | Performs routine maintenance and cleanup. |
| Hourly Cleanup Scheduler | Runs hourly. | Verifies scheduling health and runs hourly maintenance tasks. |
| Dynamic Date Processing | Runs hourly or daily, depending on configuration. | Evaluates time-based entry conditions. |
| Converted Lead Cleanup | Runs during cleanup cycles. | Removes or updates outdated converted lead records. |
| SequenceAssociationDrip | Runs daily at 1am. | Processes queued sequence associations for Drip sequences. |
Legacy Batch Jobs
These batches are deprecated and are not run in current Guided Selling releases. They are listed below for reference.
| Job Name | When it Runs | Purpose |
|---|---|---|
| PerformLeadActionBatch Deprecated in v13 | Legacy batch job that runs every 30 minutes by default in older versions. | Combined duties of Action Processing and Association Processing for Lead sequences |
| PerformContactActionBatch Deprecated in v13 | Legacy batch job that runs every 30 minutes by default in older versions. | Combined duties of Action Processing and Association Processing for Contact sequences |
| PerformOpportunityActionBatch Deprecated in v13 | Legacy batch job that runs every 30 minutes by default in older versions. | Combined duties of Action Processing and Association Processing for Opportunity sequences |
| PerformCampaignActionBatch Deprecated in v13 | Legacy batch job that runs every 30 minutes by default in older versions. | Combined duties of Action Processing and Association Processing for Campaign sequences |
Batch Schedule
The Action Processing and Association Processing Batches run at 30-minute intervals by default, and can be forced to execute or be skipped. If batches are still being processed at the time of the next job’s scheduled start, the next one will be aborted automatically which prevents duplicate batch jobs. The interval can be adjusted in Setup → Custom Settings → GS_Public_Settings → Sequence Schedule Interval.
Disassociating Participants
Although participants are disassociated via triggers, there are instances where a participant (Lead or Contact) can be updated to meet a Sequence’s exit criteria by a user without access to the trigger or Guided Selling. One such scenario is when a non-sequence user updates a Lead or Contact. Since Sequence triggers don’t execute on non-Sequence user updates, the participant will not be exited from the Sequence in this case.
A batch process handles these cases by checking exit criteria during its scheduled runs.