PhoneTools: Schedule a daily batch screening job

• Go to App Launcher | PhoneTools Administration.
• Navigate to the Screening tab
• Within the Scheduled Screening section, select Enable Scheduled Screening to create a Scheduled Job that will execute each day, screening Not Screened and Overdue numbers.
• To manage or delete the scheduled jobs, select Click here to view or delete scheduled jobs using the Salesforce Scheduled Jobs viewer.
• To change the user the job runs under, simply click through to delete the job titled ‘Phone-screening job’, then follow the above steps to create a new one. It will now run as the user who created the job.

PhoneTools will now have a daily job to execute a batch job to screen all configured records that have not yet been screened or are overdue. This is calculated from the Next Screen Due date field on the records.

Back to the PhoneTools (v2.4 onwards) installation walkthrough