Execute an action in batch

Last published at: 2022-12-05 14:25:59 UTC

One way to run an action is by applying a job to a large batch of filtered records.

Execute an action as a job as follows:

  1. In DAP, go to tab DAP Job.
  2. In the top right-hand corner, click + New Job.
  3. At Job Name, enter a job name.
  4. At Select Records, select the records you want to run an action on:
    • Click Select Object to select an object you want to run an action on.
    • Click RV Job Results to select results of a Record Validation Job to run an action on.
    • Click DC Job Results to select results of a Duplicate Check Job to run an action on.
  5. If you want, you can add a filter to apply the action to a selection of records. Click Add Filter, and enter a Field, Operator and Value to select on. For example, if you want to run an action on Accounts, you can enter Field: Shipping City, Operator: Equals, Value: Boston, to run the action on all accounts located in Boston.
  6. If you add multiple filters you can add filter logic as well, to indicate how the filters should relate to each other. Click Add Filter Logic, and enter a filter logic formula using the filter numbers. For example, if you have three filters, (1 AND 2) OR 3 finds records that match both Filter 1 and Filter 2, or Filter 3. See the Salesforce Filter Logic page for more information.
  7. If you want to run this job repeatedly, you can schedule it. See Scheduling a DAP Job‍ for more information. Note that jobs on RV or DC Job Results cannot be scheduled.
  8. Click Next.
  9. Select the action you want to run and click Next.

    In the upper right corner of the modal, the number of selected records is show. If this number looks incorrect, click Back to adjust the filters.

  10. In the next window, set the action-specific settings. Enter values to add to records, toggle action options, etc. This is explained in more detail in the action-specific knowledge articles. Click Next.
  11. In the confirmation window, check the changes you will be making and click Start.

You will be taken to the Job Overview page. Here you see the job that you just started, with its info such as when it was started and its current status. Click on the Info button to view all job details: number of records processed, number of records succeeded or failed, the changes that were made to the records, etc.