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.
Select + Add Scenario to add one or more scenarios 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. Use the checkboxes to the left of each scenario to add multiple scenarios at once.
Select the operation you want to execute. You can set jobs to run exports only, without executing the final action within the module (such as converting leads, deduplicating records, or modifying fields).
- Export Grid Data can be run for Dedupe, Delete, Import, Modify, Reassign, and Tune.
- Winner and Duplicate IDs can be run for Dedupe. A winner rule must be applied.
- Export Matched Records can be run for Match.
- Import, Match, and any other scenario where the source was set to From a File will require you to Select Override File for the file you wish to use.
- Exporting data will require you to Select Save Location and specify a Filename. You can optionally add a date and time to the filename.
- Select Add Scenarios to return to job creation.
- Select the operation you want to execute. You can set jobs to run exports only, without executing the final action within the module (such as converting leads, deduplicating records, or modifying fields).
- Select + Add Scenario to add one or more scenarios 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. Use the checkboxes to the left of each scenario to add multiple scenarios at once.
- Order: Use the arrows next to the Order column to adjust the sequence you wish your scenarios to run in (Example: Import Scenario, then Dedupe).
- Module: The module included in the scenario.
- Operations: The action being executed in the scheduled job.
- Options: Optional items like adding date and time to the filename.
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.
To see the history of your scheduled jobs, go to Run History from the top of the Scenarios table on your Dashboard. Under the Scheduled column, all scheduled jobs in your history that were run in DemandTools 5.31.0 and later will show a clock icon.