This section describes what you have to do to get guides you through resetting the account summary fields for the company turnover reset at the turn beginning of the year.

How to schedule the Apex Job

To schedule the Apex Job please follow these steps:

1. From Setup, enter Apex Classes in the Quick Find box, select Apex Classes, and then click Schedule Apex.

2. Select Choose a name for the job and specify the name of the class that you want to schedule (AccountTurnover).

3. Specify Indicate how often the Apex class is to should run.:

   • For Weekly—specify one or more days of the week the job is to run (such as e.g. Monday and Wednesday).

   • For Monthly—specify either the date or the day the job is to run or the day (such as (e.g. the second Saturday of every month.)

4. Specify Set the start and end dates for the Apex scheduled class. ⚠️ If you specify a single day is specified, the job runs only runs once.

5. Specify a preferred start time. The exact start time of the job starts depends on service availability.

6. Click Save.

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Functions of the Apex Job

This Apex Class will:

•  Summarize the Turnover_Amount__c by c by adding up all related MediaCampaigns to the Account sorted by the following:

  • next calendar year, 

  • this calendar year, 

  • last calendar year, 

  • the calendar year before last year

• (if a fiscal year was set up):

  • Next Fiscal Year

  • This Fiscal Year

  • Last Fiscal Year

•  it is batchable and schedulable

• only refers to the Account__c lookup including all Media Campaigns

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