*Process Name

Name of the Scheduled SFM Process.

Active

Enable the Active toggle button to execute the Scheduled SFM Process. Inactive Scheduled SFM Processes cannot be executed.

Process Id

Unique ID of the Scheduled SFM Process.

Description

Description of the Scheduled SFM Process.

Type

Select the type of process you want to schedule. Select SFM for Transactions and Apex for Services. Any one type can be selected in each configuration.

Transaction Name

Select the SFM from the lookup search list. The respective Qualification Criteria defined for the selected transaction are auto-populated.

Qualification Criteria

The Qualification Criteria defined for the selected transaction are auto-populated. Click the name to view the expression details in the expression editor and update the expression.

Object Name

Select an object from the lookup search list. Click Add Object to add additional configurations.

Class Name

Create a custom Apex class and enter that custom class name in this field. This option is available for the Apex type process.

Batch Size

Specify the number of batches required to be run to process the qualified records. This option is available for the Apex type process.

Schedule

Timezone change

Click Change to select another timezone from the drop-down list. By default, the user timezone as per the Salesforce org settings is displayed.

Frequency

Select a frequency for the Scheduled SFM to be executed; Daily, Weekly, or Monthly. You can select multiple dates for Weekly or Monthly frequency.

On

Select the date for the Scheduled SFM to be executed.

At (Time)

Select the time at which the Scheduled SFM is to be executed.

Enable logging

Enable the Enable logging toggle to capture the logs when the Scheduled SFMs are executed.

Send Notifications To User

Select the list of users from the drop-down list who will receive a success or failure notification status of the Scheduled SFM execution. The users can be part of any of these categories: User, Partner User, or Customer Portal User. You can select multiple users to receive a notification.