Export Jobs

Purpose: 

The purpose of this article is to guide users on exporting plans, roles, and jobs from Fullcast. Exporting jobs entails transferring various data, such as territories, account team members, member objects, and industries, from Fullcast to Salesforce. Additionally, it includes instructions on running an ad-hoc export, scheduling a job, enabling or disabling job, and editing or deleting a job schedule within Fullcast.

This article is separated into the following sections:

Enable a Plan for Export in Fullcast

Enable a Role for Export in Fullcast

Run an Ad-hoc Export in Fullcast

Schedule a Job in Fullcast

Enable or Disable a Job in Fullcast

Edit or Delete Schedule Jobs in Fullcast

For more information on creating a Job Schedule, refer to the Schedule a Job with Fullcast article. 

Notes: 

• Jobs must be committed to be transferred during an export event. 
• Assignment updates made after a successful import are not reflected in Salesforce. 
• Plans and roles must be enabled for export. 

Enable a Plan for Export in Fullcast

1. Access your Fullcast instance and click the applicable plan from the dropdown menu. 
2. On the plans landing page, click the more options (three vertical dots) and select Edit. 
3. Click the enable export for this plan option. 

4. Click Save. 

The plan is now available for export. 

Enable a Role for Export in Fullcast

1. Access your Fullcast instance and select the applicable plan from the dropdown menu. 
2. Click Design in the menu bar and click Create and Manage Roles under the Roles category. 
3. Locate the applicable role and click the more options icon (three vertical dots), then select Edit. 
4. Check the box Export this role and click Save.

This role is now available for exporting. 

Run an Ad-hoc Export in Fullcast

1. Access your Fullcast instance and select the applicable plan from the dropdown menu. 
2. Click Design in the menu bar and click Settings. 
3. Click Jobs. 

4. Click Import/Export and identify the action you wish to perform on this job: Import, Export, Migrate All, or Migrate Latest.

Note: Migrate All will migrate all records whereas Migrate Latest will transfer only those records that have been changed since the last export.

5. Choose Export Territories/Account Team Member/Industries/Member Objects

   

6. Click Confirm to start the export.

   

Schedule a Job in Fullcast

1. Access your Fullcast instance and select the applicable plan from the plans dropdown menu. 
2. Click Design in the menu bar and click Settings. 
3. Click Jobs. 
4. On the Jobs landing page, click the Scheduled Jobs tab. 
5. Click the edit icon (pen and paper) to the right of the applicable job. 
6. Set the frequency for the job to run and select a start date. 

Note: If no start date is present, Fullcast will pick the next runtime according to the repeat frequency. 

7. Click Confirm. 

Enable or Disable a Job in Fullcast

Scheduled jobs can be enabled and disabled to fit your business needs. To adjust a schedule job to on or off, click the refresh icon to the right of the corresponding job, and select the applicable option. 

Edit or Delete Schedule Jobs in Fullcast

1. Access your Fullcast instance and click Design in the menu bar. 
2. Click Settings and click Jobs.
3. Click the Jobs Schedule tab. 
4. Click the edit icon (pen and paper) to view and make changes to the schedule, or click the delete icon (trashcan) to remove the scheduled job completely.