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TAP Batch Jobs & Scheduled Flows

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TAP Batch Jobs & Scheduled Flows

Batch Job / Scheduled Flow Name

High Level Description

Apex Class/Flow being Referenced by the Job

Timing/Frequency

Related JIRA

Batch Job / Scheduled Flow Name

High Level Description

Apex Class/Flow being Referenced by the Job

Timing/Frequency

Related JIRA

UsydSpecialCategoryCalculationSchedule

This batch handles the update of Special Category field in Account and Contact records to reflect all the special category names of the transactions under that account.

This would also create/update alerts from the Account and Contact depending on the special category names collected from the transactions of the account.

UsydSpecialCategoryCalculationSchedule

Everyday except Sunday at 10 pm

TAPSS-1088

USYD Summarise Contact Campaign to Contact Scheduled

Updates contact, campaign and campaign members to summarize the campaigns clicked, participated, received and registered.

USYD_SummariseCampaignToContactScheduled (batch class) → USYD_Contact_Campaign_Summary_Fields_Subflow (subflow)

Everyday at 7 AM

TAPSS-1201

Contact Case Schedule (API Name: USYD_ContactCaseSchedule)

This schedule-triggered flow serves as the main flow for scheduled creation of cases. At present, it's configured specifically for the creation of 'New Decease Request Cases' and utilizes a referenced subflow called 'Contact Deceased Case 105.'

Contact Deceased Case 105

Everyday at 6 AM

TAPSS-1434

USYD Update Case related Records Start Date for Deceased Case

 

Flow was built to query on all related records for the Contacts to be deceased to avoid any AQ validation errors when doing the deceasing utility where Death of Date might be greater than the start date on related objects namely:

  • Employment

  • Membership

  • Relationships with Contact

  • Volunteer

  • Relationship Management Team

  • Stewardship

  • Relationships with Account

  • Rating

  • Stewardship

 

USYD Update Case related Records Start Date for Deceased Case

Daily at 8PM

TAPSS-914

TAPSS-1708

Usyd_UpdateContactLegalCreditBatch

Processes all the Transactions created on Yesterday’s date and update the following fields below on the related Contact from the GRC of those transactions.

Contact fields:

  • Total Years Given

  • Consecutive Years

  • Total Legal Credit

  • Largest Legal Credit

  • Most Recent Legal Credit Amount

  • Most Recent Legal Credit Date

  • Average Legal Credit

  • Most Recent Legal Credit Campaign

  • Open Opportunities Amount

  • Open Pledge Amount

  • Recurring Gift #

  • Total Giving Influence

Usyd_ScheduleContactLegalCreditBatch → Usyd_UpdateContactLegalCreditBatch

Daily at 8PM

TAPSS-1135

Contact Level gift statistics based on Legal Credits

 

 

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