JobBuilder - How to use the Salesforce Instance drop-down

Only available when using the Run DemandTools Command.

Steps covered in this section

1. Create a registry file for all applicable Salesforce instances  (click HERE to learn how to create a .reg file)
2. Add the registry file to the Salesforce Instance menu
3. Specify the instance for each job/scenario

Add the registry file to the Salesforce Instance menu

• Click on the setup icon to the right of the Salesforce Instance drop-down

The Salesforce Instance Manager window will open.

• Click the New Instance button
• Name the instance
  • Use a name that quickly identifies the instance, e.g. "Production Org"
  • A color will be assigned to each instance. Click the color box to change the assigned color.
• Enter the registry file path by clicking the selection button  or manually entering the location
  • The file path should end with .reg, the extension used for registry files
• Click OK to save the instance and exit the Instance Manager, or click the New Instance button to add other instances
  • Unlimited instances can be added to the list
  • Instance order can be changed with the move up and move down buttons
  • Many users put the most commonly used instances at the top of the list
  • Instances can also be re-named and deleted in this pop up interface

Best Practice suggestions

• Use the color coding option as a quick visual queue so jobs are not accidentally run in a production environment
• The example below shows 5 instances using color coding to denote production, sandbox and developer instances
• Make the production org a "warning" color, e.g. red or orange
• Example of assigned colors
  • Red = Production Instances
  • Yellow = Sandbox Instances
  • Green  = Developer Instances     

How it will appear in the main interface.

The use of color coded remarks and color coded instances help organize batches set to process scenarios from multiple modules in multiple environments.

Specify the instance for each job/scenario

• Load a previously saved batch or create a new job/batch
  • If loading jobs from a previously saved batch, the job(s) will need to be selected in the job list to allow them to be assigned to an instance other than "DemandTools as last logged in"
  • If creating a new job, the instance assignment may be done during the creation of the job
• Select jobs to assign to an instance     
  • Single job instance assignment: Click on each job separately and edit the assigned instance from the Salesforce Instance drop-down
  • Multiple job instance assignment: Press the control (Ctrl) key on the keyboard and mouse click on each job to select multiple jobs (jobs do not have to be adjacent to be selected together)
• Choose the desired instance in the Salesforce Instance drop-down
  • The selected jobs should now say the instance name in the Salesforce Instance column of the job grid as opposed to the default "DemandTools as last logged in"    

**Don't forget to save your batch by clicking the Save Batch button.