Schedulers setup
Use this walkthrough to set up schedulers for your application's jobs.
Note:
Only System admins can set schedulers. These should only be set by a System admin Service account within Salesforce that will never become deactivated (this can be the Simpplr Service account, or your own). This is because if the scheduler is aligned with a personal System admin account, and that admin leaves the company, the scheduler will stop running when the account becomes deactivated.Scheduler run times are based on the time zone of the user's account used to set the schedulers. For example, if the system admin who set the schedulers is based out of New York, the schedulers will run on Eastern time.
We recommend you click the drop-down arrow and select Schedule for all jobs.
This will make sure Simpplr's scheduled jobs every night to send out email notifications, add users to mandatory sites, synchronize user information changes from your user syncing source, and collect analytics data.
If you've made changes to user records in the source account, and you want the change to appear in Simpplr straight away, you can click Run Now next to SchedulerSimpplrServices instead of waiting for the scheduled job to run at night.
| Schedulers Explained | |
|---|---|
| SchedulerBatchPendingApprovalDigest | Synchronizes data for ‘Pending Approvals Email’ (Pending content moderation submissions and site membership requests). |
| SchedulerBatchInsertPeopleRecords | Synchronizes new user information from Salesforce and adds to Simpplr People data. |
| SchedulerSimpplrServices | Synchronizes user information changes from Salesforce, Workday, Okta, Google, Active Directory, or CSV/flat file provisioning in a nightly batch, based on your user syncing source. |
| SchedulerBatchTopStories | Synchronizes data for Popular content (Top stories) emails. |
| SchedulerBatchEmailDigest | Synchronizes data for Digest emails. |
| SchedulerBatchNotificationDigest | Synchronizes data for daily email notifications based on user’s notification settings. This does not relate to summaries & digest emails, and is only applicable to users who have opted in for summarized email notifications. |
| SchedulerAnalytics | Synchronizes data for analytics. |
| SchedulerHourlySimpplrServices | Synchronizes data for the Newsletter, Subscriptions and Segments. |
Troubleshooting setup
This section is for troubleshooting or when you need to disable some Simpplr (Apex) triggers when implementing another app within Salesforce. For Simpplr to work properly, all the triggers need to be checked.
You can enable debugging for troubleshooting under Exception handling. For normal operations, leave both Debug enabled and Show error stack trace within interface unchecked.
View scheduler info in Salesforce
- Navigate to Salesforce, then click Setup in the upper right-hand corner. In the Quick Find box, type in Scheduled Jobs and click.
- From here, you can view all schedulers your org currently has enabled, as well as which Salesforce/Simpplr account was used to create the scheduler and when.
Comments
Hello,
I'm a little fuzzy on the differences between the SchedulerBatchInsertPeopleRecords and the SchedulerSimpplrServices schedulers. If my SSO feeds, Okta, feeds to SalesForce, would the correct scheduler to run be SchedulerSimpplrServices?
What is the reason one may run or schedule this SchedulerBatchPendingApprovalDigest scheduler?
Hi Sharon. This scheduler ensures any content submission requests and/or site membership requests are getting to the approver.
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