7.2.5.1 Schedule APEX job for Revenue Split

Once you have done the general setup 7.2.5 Setup Sales Goals or Site Goals follow these steps:

  1. From Setup, enter Apex Classes in the Quick Find box, select Apex Classes and then click Schedule Apex.
  2. Please decide for one of the options depending on the handling of fiscal years in your organization:
    1. If your fiscal year is based on the calendar year: Reference the Class "CampaignItemRevenueSplit"  in Apex Class and set your schedule to what you need.

    2. If your fiscal year is different from the calendar year but you forecast on the fiscal year period: Reference the Class "CampaignItemRevenueSplit"  in Apex Class and set your schedule to what you need.

    3. If your fiscal year is different from the calendar year but you want to forecast based on calendar years: Reference the Class "CampaignItemRevenueSplitIgnoreFiscalYear"  in Apex Class and set your schedule to what you need.