This section guides you through resetting the account summary fields for company turnover at the 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. Choose a name for the job and specify the name of the class that you want to schedule (AccountTurnover).

3. Indicate how often the Apex class should run:

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

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

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

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

6. Click Save.

Open

Open

Functions of the Apex Job

This Apex Class will:

•  Summarize the Turnover_Amount__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

• refers to the Account and Agency lookup including all Media Campaigns