DemandTools V - Schedule Jobs

Schedule allows you to automate any saved scenario or combination of scenarios (which is referred to as a job). Scheduled jobs can update, import, export and clean data, without having to manually go into each scenario on a daily or weekly basis. Schedule works with all scenarios except for Delete and Tune. 

Note: In order for Scheduled jobs to run, your computer must be on and remain connected to the internet. 

To start using Schedule, select the Schedule button from the Dashboard.

Select Create Job.

• Fill out your Job Details:
  • Name: Give your job a name that is useful and provides insight into the frequency, scenario being run, etc.
  • Start Date: Select the date you wish your job to start on.
  • Start Time: Select the time of day you wish your job to start.
  • Repeats: Select how often you wish your job to run.
    • Options include once, hourly, daily, weekly, and monthly.
  • Active: Toggle this off to deactivate a job you may not be ready to schedule yet.

• Scenario(s):
  • Select + Add Scenario to add a scenario to the job. Any saved scenario that can be scheduled will display. Use the Search or filter by the module to look for specific scenarios you wish to schedule.   
    • Import, Match, and any other scenario where the source was set to "From a File" will require you to select the file you wish to use.
  • Multiple scenarios can be added to run 
    • Use the arrows next to the Order column to adjust the sequence you wish your scenarios to run in (Example: Import Scenario, then Dedupe).

To finish, select Save Schedule Job.

Your Schedule Dashboard displays the list of saved jobs that are associated to the CRM Org you are logged into. You can see all jobs in your org, created by you and by others.

Note: Only the job configuration is stored in DemandTools. Your data is not stored with the job, and all jobs are run locally.

From your Schedule Dashboard, you can:

• Search for a particular job
• Edit a job by selecting the Job Name or using the vertical ellipsis menu 
• Delete a job 
• Run the job now (this will kick off the job to run immediately)

The Status column can be Active Locally, Active Remotely, or Inactive.

• Active Locally: The job is scheduled to run on your computer.
• Active Remotely: The job is scheduled to run on a different computer in your organization.
• Inactive: The job is not currently scheduled to run.

Click on the job name to activate a job to run locally. For example:

• If you are taking over from a previous CRM administrator, you can find that person's jobs under Created By and begin running them yourself.
• If you have a new computer, you can find all your old jobs under Created By and activate them on the new computer.
  • If a job was created to run from a file in a different location (on another computer, or elsewhere on the same computer), you can choose Override File to specify a new file on your computer.

Note: You can run a job locally that is also active remotely, but make sure this is something you want to do. If two people in an org are running the same job configuration, they can overwrite one another's work. Coordinate with other people running a job whenever possible.