📝 Table of Contents
- About the Project
- Documentation and Discussion
- Getting Started
🧐 About the Project
🚀 Value Proposition
Declaratively schedule Process Builder, Flows, Quick Actions, Email Alerts, Workflow Rules, or Apex to process records from Reports, List Views, SOQL, or Apex.
No more waiting for records to be updated or creating clever workarounds to cause records to be updated to cause these actions to fire.
Choose source data to process
Choose an action to automate
Map fields as inputs to selected action
Choose how often to automate action
Receive near real-time updates on batch job successes and failures
This project is inspired by the following IdeaExchange ideas. Please vote them up to increase chances this functionality becomes standard on the Salesforce platform. Thank you!
Inspired by Marie Chandra's idea Ability to Schedule when Process Builder Triggers.
Inspired by Narender Singh's idea Ability to schedule flows, workflows and processes in process builder.
Declarative - no code necessary, never write Batch Apex again for queries that can be expressed in a report or list view and actions that can be expressed with a declarative alternative.
On Platform - everything happens in Salesforce so no exporting or uploading data necessary.
See the open issues for a list of proposed features (and known issues).
See the open milestones for a list of upcoming planned releases.
📘 Documentation and 💬 Discussion
Read the wiki for documentation on Mass Action Scheduler.
Read the FAQ to troubleshoot common technical issues.
Join our community group to discuss and solution with other Mass Action Scheduler users.
Raise well defined issues and ideas via the issue tracker.
👋 Getting Started
There are a few items you need to setup before installing and using this app.
- You will need to Enable Lightning Experience because we are using Lightning Components.
- You will need to Enable My Domain because we are using Lightning Components.
- You will need to Allow IFraming of Visualforce Pages with Clickjack Protection because we iframe pages in Lightning Components.
Please see the instructions in the wiki for screen shots and step-by-steps.
📦 Install Package
- See the Release Notes for install links to each package version.
- Assign the Mass Action Admin permission set to users who will configure mass actions.
- Finish reviewing the Getting Started instructions.
If you've found value in my open source projects, please consider showing your support:
⭐️Star this project on GitHub 📣Tweet this project to your followers
- Contribute a
☕️or 🌮via my virtual tip jar on PayPal
Contributions are what make the open source community such an amazing place to learn, inspire, and create. Any contributions you make are greatly appreciated.
Please see the guidelines for contributing for more details.
For code contributions, please follow the GitHub flow:
- Fork this project and install the source code.
- Create your feature branch (
git checkout -b feature/AmazingFeature).
- Commit your changes (
git commit -m 'Add some AmazingFeature').
- Push to your feature branch (
git push origin feature/AmazingFeature).
- Open a pull request to the
Doug Ayers develops and maintains the project.
See also the list of contributors who participated in this project.
Salesforce Foundation for developing tools for querying Salesforce Reports API in Apex.
jQuery for developing jQuery library.
The source code is licensed under the BSD 3-Clause License.