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Batches

Roles:
Salesforce AdministratorSequence Admin

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.

For more detailed information on the batches Guided Selling uses, see Batch Jobs in our reference architecture.

Batch Settings

The Batch Settings page allows a Salesforce Administrator to manage the Action and Association Processing batches in three ways:

  1. Designate the Batch Owner with the Set Batch Owner button. See Batch Owner Setup.

  2. View batch status and next run time

  3. Force a batch run or abort a scheduled run

Guided Selling batch settings page