There are all kinds of background processes that keep running Sales Cloud smoothly. Processes that run on a regular basis and process data in the background without being triggered by a user action. There are a lot of processes that come out-of-the-box with Sales Cloud, but creating custom background processes was so far not intuitive to do, UNTIL NOW !
We now can create and schedule processes that execute a groovy script. Groovy is the programming language that can be used in App Composer when extending Sales Cloud. This allows us to create – as far as I know – any background process we might need:
- Generate notifications to schedule an internal review on a monthly basis for all high priority accounts that have no qualified leads or open opportunities
- Generate tasks on a weekly basis to (re)run a qualification assessment for opportunities that have not changed sales stage for a certain number of days
- Close on a weekly basis all activities that are in the past, but were ‘forgotten’ to be set to completed
And do not forget that such background processes can also be called from external systems. If data gets uploaded into Sales Cloud from other sources, the solution initiating the data load can also call a custom background process to execute some post upload processing logic.
The possibilities are endless !!
Creating custom background processes
Creating custom background processes is very easy, as long as you know Groovy or know someone who knows Groovy 🙂
The Groovy script that you want to schedule needs to be created a as groovy function in App Composer.
Once created, using the ‘Scheduled Processes’ function in the navigator, you can create a custom background process to execute the object function that contains your Groovy script. By default, the script will be executed only once and will be ran as soon as you submit the request.
Instead the processes can also be scheduled on a regular basis. All you need to schedule a background process can be found under the advanced options on the ‘Schedule’ tab.
Let me know what type of background processes you will be creating !