The following batch jobs are available on the Altify Batch Jobs tab in Salesforce.
- Recalculate Opportunity FSM Signals. This recalculates the 'signals' for the Plan Status icons in TeamView.
- Link Altify Opportunities to Salesforce Opportunities. This job ensures that each Altify opportunity maps to a Salesforce opportunity.
- Update Account Manager Plan Progress. This job refreshes plan progress information on each Account Manager plan's Overview tab.
- Run Status Update for Account Plans and Push to Chatter. This job is no longer functioning (and is not required by Altify customers).
- Recalculate Sales Process for Opportunities. This refreshes sales process calculations for each opportunity.
- Remove usage logs older than one year. This cleans up any usage data that's older than one year.
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Set up a flat account hierarchy/Set up an account hierarchy based on custom Salesforce configuration: These jobs are sometimes required to configure your Salesforce account structure for Altify Account Manager plans.
Caution: Do not run either of these jobs unless you are requested to do so by Altify Support.
- Sync Contact Roles >> Rel Map: adds Contact Roles from Opportunity records to relationship maps. Synchronization occurs by default in Altify. To disable this default behavior, activate the following Custom Setting in Altify Opportunity Manager Settings: Disable Contact Roles >> Rel Map Sync.
- Sync Rel Map >> Contact Roles: adds contacts from relationship maps to Contact Roles on Opportunity records. Synchronization occurs by default in Altify. To disable this default behavior, activate the following Custom Setting in Altify Opportunity Manager Settings: Disable Rel Map >> Contact Roles Sync.