Creating and Running a Job
In ClickLink you can create ClickLink jobs and schedule them to run at a particular frequency.
- Account
- Asset
- Campaign
- Case
- Contact
- Contract
- Idea
- Lead
- Opportunity
- Order
- Product2
- Solution
- User
To create jobs and schedule them:
- Click the ClickLink Jobs tab, or scroll to the ClickLink Jobs related list in a ClickLink rule.
- Click New or New ClickLink Job.
- Complete the fields described in Job Fields.
- Click Save.
To run a ClickLink Job now, click Run Now in the ClickLink job that you want to run. A confirmation message displays. Click Continue to run the job.
To schedule a ClickLink Job:
- Click Edit Schedule in the ClickLink job that you want to schedule.
- Select the frequency that you want the job to execute.
- Select the Preferred Start Time.
- Click Save.
- Click Schedule Job. A confirmation message displays.
- Click Continue to schedule the job.