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.

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

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1. Indicate how often the Apex class

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1. should run

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1. :

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1. • For Weekly—specify one or more days of the week the job is to run (

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1. • e.g. Monday and Wednesday).

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1. • For Monthly—specify either the date or the day the job is to run

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1. • (e.g. the second Saturday of every month.)

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1. Set the start and end dates for the Apex scheduled class. ⚠️ If

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1. a single day is specified, the job runs only

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1. once.

2. Specify a preferred start time. The exact start time of the job

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1. depends on service availability.

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1. Click Save.

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Functions of the Apex Job

This Apex Class will:

•  summarize

   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

  • this calendar year, 

  • last calendar year

    last calendar year, 

  • the

    calendar year before last year

    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

  refers to the Account

  __c lookup including all

  and Agency lookup including all Media Campaigns

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