DBSync Cloud Workflow (iPaaS)

2022

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  • Login to Salesforce using admin credentials.



  • Go to user menu ? Setup ? Customize ? Products ? > Setup > Customize > Products > Schedule Setup
  • Enable the ability to create schedules on products by enabling Quantity and Revenue Schedules as shown in the below image.



  • Go to User menu ? > Opportunities ? > Page Layouts ? > Drag 'IsRecurring' & 'Next Sync On' to DBSync section ? > Save the changes



Install DBSync Recurring Transactions Package in Salesforce

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Schedule an apex class in Salesforce


  • Go to Username ? > Develop ? > Apex Classes ? > Schedule Apex to implement the schedulable interface to be automatically executed on a weekly or monthly interval.


  • Go to Username ? > Develop ? > Apex Classes ? > Schedule Apex to implement the schedulable interface to be automatically executed on a weekly or monthly interval.
  • Enter the record details as mentioned below and click on "Save" button.
  1. Job Name ? > Recurring Transactions
  2. Apex Class ? > select the class DBSyncProductSchedule
  3. Select Weekly Frequency and select all the days, so that the Schedule would run every day and set your Opportunity to sync with your Accounting System when it syncs using DBSync.
  4. Set the Start and End Date as per the requirement. Set the "Preferred Start Time" as 1 AM.
  5. Save the record.
  6. To ensure the schedule is set and is in the Queue, Go to User menu ? > Setup ?> Administration Setup ?> Monitoring ? > Scheduled Jobs. You will see the schedule listed in the page.

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