Batch Backend – Faster processing, More Options

2 min read

In general, any batch bigger then 50 documents should be done via Batch Backend.

Batch Backend advantages:

Much faster processing
more scalable
better error handling
can generate a merged PDF or ZIP file
Is the future of Batch processing in PDF Butler so main innovations will come to this platform

After installation of the add-on package, follow the following steps:

1) Register

Go to tab: BULK Butler Admin
Enter the PDF Butler Username and password
Check the Addendum agreement and register
After registering, contact PDF Butler Support to make sure you have the License for BULK generation via Batch Backend

2) Assign Permission Set “PDF Butler Batch” to each User that requires to use the batch

3) Create Batch Info with RecordType “Batch Backend”

4) Configure the Batch Info

Cron: Schedule your jobs weekly, monthly, … (read online documentation from Salesforce on what is supported for CRON Jobs in Salesforce)
SOQL: SOQL that will select the records to process
Count SOQL: same SOQL as above but with only 1 field “Count()”
- Make sure the amount of records selected by the Count SOQL is the same as the SOQL! So the WHERE or LIMIT clauses must match
DocConfig or Pack: documents to generate.
- AFTER Actionables on the DocConfig or Pack will be ignored
- BEFORE (AFTER DATASOURCES) Actionables are taken into account
BatchSize: set to 100
Delivery Type: BASE64 if you do not want save the file to the record. FILES if you do not want to save the file
Alternative/Locale/Currency Locale API fields: the field on the record that sets the values for these settings. This cannot be a field through a Lookup
- Make sure the API field is added to the SOQL!

5) AFTER Actionables (OPTIONAL)

AFTER Actionables – PDF/SIGN/COLLABORATION Butler or Custom Actions
- Just create the Actionable on the BatchInfo as you would normally do on a DocConfig or Pack