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There is the possibility to automatically activate customers to their owners through a Scheduled Job – such as daily at night – for portatour®. This is recommended, you ensure that newly created customers are considered in route planning, without requiring manual activation.
Select the Objects to activate:
In the Scheduled Job section, you can Create Scheduled Job. Select a time for daily execution or alternatively a custom Cron-Expression. Create the scheduled job with Create Scheduled Job.
This is a Salesforce Scheduled Job (Setup/Administration Setup/Monitoring/Scheduled Jobs). Salesforce information about the Scheduled Job can be found in the Status section.
With Delete Scheduled Job, the Scheduled Job can be removed.
To change the schedule, you need to Recreate Scheduled Job.
The scheduled activation job will be executed by Salesforce at the configured time. The only customers that are activated are the ones that are consistent with the filter rules (section Optional Filter for mass activation) and have not yet been activated.