Upgrading to Release 2.0

Doug Ayers edited this page Jan 6, 2019 · 23 revisions

Package Release History > Upgrading to Release 2.0


Topics

Check Deployment Settings Before Upgrading

Before upgrading, if you have actively scheduled configurations then you may need to enable the Deployment Setting to allow deployments of components when corresponding Apex jobs are pending or in progress. It's also recommended to upgrade during a time when no configurations are running to reduce risk of job failures during the upgrade.

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Get Started Faster with Optional Named Credentials

Named Credentials are no longer required. Meaning you can get started with creating your Mass Action Configurations sooner and easier than before without needing to create a Connected App, Auth. Provider, and Named Credential.

You may, optionally, choose to specify the running user via Named Credentials just as in earlier releases.

Get Coaching and Guidance Through Every Step

Click the up/down arrow left of the configuration path to toggle coaching and guidance specific to the step you're on. You'll find documentation, links, recommendations, examples, and more to help you get the most out of configuring Mass Action Scheduler.

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Query Data The Way You Want With New SOQL Source Type

To use the new SOQL Source Type, ensure the "Source Type" picklist of the "Mass Action Configuration" object has a picklist option with label and value of "SOQL".

  1. From Setup, click Object Manager then click Mass Action Configuration.
  2. Click Fields & Relationships then click Source Type.
  3. In the Values section, if SOQL is not an option then click New, type SOQL, then click Save.

SOQL queries are an advanced technique to search for specific records. Simple queries can be helpful when you don't want to deal with the overhead of creating a list view or a report. Learn how to write SOQL queries with the Write SOQL Queries unit on Trailhead.

When using aggregate functions like COUNT, MIN, MAX, AVG, SUM and others, give them an alias so they are selectable in the Field Mappings step. For example, consider the query SELECT COUNT(Id) cnt, Type FROM Account GROUP BY Type. Without the cnt alias for COUNT(Id) then only the Type field would be available on the Field Mappings step.

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Manual Is Now On-Demand

On the Scheduling step, the Schedule Frequency picklist option "Manual" is now labeled "On Demand" to align with all the ways your Mass Actions can be run outside of the other scheduling options of "Scheduled" and "Custom". The API value of the picklist option remains "Manual".

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For example, a configuration whose Schedule Frequency is "On Demand" can be run, in addition to clicking the Run button on the record page, from Process Builder, Flow, or Apex for even more robust and creative scheduling.

This label change might only be noticeable by new installations of the managed package. For people upgrading to release 2.0 then you may need to update the Schedule Frequency's picklist option "Manual"'s label yourself (if desired).

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