Activity plan batch jobs and goal progress calculation
Key Takeaway
Goal progress isn't live. The Calculate Provider Activity Goal Measures batch job updates it, and by default the job considers only active plans. To recalculate a plan that has already become inactive, select that plan on the job's Inactive tab and run the job.
Activity plans track field reps' goals, such as calls on targeted accounts, over a set time period for a territory. Plan statuses and goal progress are not updated live. Instead, a set of batch jobs in the Admin Console recalculates and updates them. Settings in Activity Plan Configuration control how progress is calculated. So when a rep's numbers look out of date, the first questions are which job updates them and when that job last ran.
Activity plan batch jobs
Batch jobs recalculate and update activity plan statuses and goal progress. You find the jobs in the Activity Plan Jobs and Working Days Jobs sections under Activity Plan in the Admin Console. You can trigger a job immediately or schedule it for later.
Running batch jobs and setting the batch size require the Life Sciences Commercial Admin permission set.
If you use "Run Now"...
Select a territory and its subordinates from the territory hierarchy.
If you use "Schedule"...
Choose a frequency.
Both options let you set the batch size with a slider that defaults to 200. You can also set a default batch size under "Batch Size Settings" in Activity Plan Configuration.
Salesforce recommends running each job on this schedule:
| Job | Recommended frequency |
|---|---|
| Calculate Provider Activity Goal Measures | Hourly |
| Calculate Provider Activity Goal Measures for Shared Activity Plans | Hourly |
| Validate Activity Plans | Daily |
| Update Activity Plan Status | Daily |
| Calculate Working Days | Daily |
| Reset Provider Account Territory Information | Daily |