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Data Processing Engine and Batch Management for high-volume processing

Key Takeaway

Data Processing Engine transforms and aggregates data, then writes the results back to records. Batch Management runs a business process over a high volume of records in parts, with no code, unlike Batch Apex. A scheduled flow can start either one, and Monitor Workflow Services tracks both.

Data Processing Engine and Batch Management both handle large sets of records, but they do different jobs. A Data Processing Engine definition reads data from sources, transforms it through a chain of nodes and writes the results back, for example to Salesforce records. Record rollup definitions, such as household rollups of financial accounts in Agentforce Financial Services, run on Data Processing Engine. Batch Management runs a business process, such as a flow, over a high volume of records without code. Batch Apex also processes large volumes of records, but it needs code. Both tools can start from Salesforce Flow, often on a schedule, and Monitor Workflow Services tracks their runs.

Which tool fits the requirement

If the data must be joined, filtered or aggregated across sources and the results written back to records, such as a total for each household...

Use a Data Processing Engine definition, which transforms the data through nodes and writes the results with writeback object nodes.

If a business process, such as one built in Salesforce Flow, must run against a high volume of standard or custom object records...

Use Batch Management, which runs the process in parts by using record subsets instead of handling all records at once.

If the requirement rules out custom code...

Recommend Batch Management over Batch Apex, because Batch Apex requires admins or developers to write code, while Batch Management is set up and maintained with a few clicks in the user interface.

If the work must run on a recurring schedule...

Start it from a scheduled flow, which can run a Data Processing Engine definition or a batch job.

If a small to medium dataset needs processing in near real time...

Use on-demand definitions in Data Processing Engine, which process data from Salesforce objects, context definitions or CSV files and write back results as new or updated records without waiting for a scheduled window.

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