sfdx-mass-action-scheduler

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sfdx-mass-action-scheduler

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🚀 Declaratively schedule Process Builder, Flows, Quick Actions, Email Alerts, Workflow Rules, or Apex to process records from Reports, List Views, SOQL, or Apex.

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<a href="https://github.com/sfdx-mass-action-scheduler/sfdx-mass-action-scheduler/">
 <img src="images/mas-logo.png" alt="Mass Action Scheduler Logo" border="0" />
 </a>
 
 Declaratively schedule process automation from reports and list views!
 
 <a href="https://github.com/sfdx-mass-action-scheduler/sfdx-mass-action-scheduler/wiki">Explore the docs »</a>
 
 
 <a href="https://github.com/sfdx-mass-action-scheduler/sfdx-mass-action-scheduler/wiki/Examples">View Examples</a>
 ·
 <a href="https://github.com/sfdx-mass-action-scheduler/sfdx-mass-action-scheduler/issues">Report Bug</a>
 ·
 <a href="https://github.com/sfdx-mass-action-scheduler/sfdx-mass-action-scheduler/issues">Request Feature</a>

## 📝 Table of Contents

* [About the Project](#-about-the-project)
* [Features](#-features)
* [Roadmap](#-roadmap)
* [Documentation and Discussion](#-documentation-and--discussion)
* [Getting Started](#-getting-started)
  - [Prerequisites](#-prerequisites)
  - [Install Package](#-install-package)
* [Sponsoring](#-sponsoring)
* [Contributing](#-contributing)
* [Authors](#️-authors)
* [Acknowledgements](#-acknowledgements)
* [License](#-license)

## 🧐 About the Project

#### 🗣 Ethos

Mass Action Scheduler is a [free-as-in-speech](https://www.howtogeek.com/howto/31717/what-do-the-phrases-free-speech-vs.-free-beer-really-mean/) and [open source](https://opensource.com/resources/what-open-source) developed passion project of [Doug Ayers](https://douglascayers.com).

#### 💪 Mission

Put the power of [Batch Apex](https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_batch.htm) within reach of [declarative configuration](https://help.salesforce.com/articleView?id=extend_click_intro.htm&type=5).

#### 🚀 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

![image](https://raw.githubusercontent.com/wiki/sfdx-mass-action-scheduler/sfdx-mass-action-scheduler/images/sources-choose-source.png)

##### Choose an action to automate

![image](https://raw.githubusercontent.com/wiki/sfdx-mass-action-scheduler/sfdx-mass-action-scheduler/images/actions-choose-action.png)

##### Map fields as inputs to selected action

![image](https://raw.githubusercontent.com/wiki/sfdx-mass-action-scheduler/sfdx-mass-action-scheduler/images/field-mappings-choose-fields.png)

##### Choose how often to automate action

![image](https://raw.githubusercontent.com/wiki/sfdx-mass-action-scheduler/sfdx-mass-action-scheduler/images/schedule-choose-scheduled.png)

##### Receive near real-time updates on batch job successes and failures

![image](https://raw.githubusercontent.com/wiki/sfdx-mass-action-scheduler/sfdx-mass-action-scheduler/images/related-logs-of-parent-log-with-errors.png)

#### 💡 Inspiration

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](https://success.salesforce.com/ideaView?id=08730000000DjEmAAK).

Inspired by Narender Singh's idea [Ability to schedule flows, workflows and processes in process builder](https://success.salesforce.com/ideaView?id=0873A000000EA71QAG).

## 🎈 Features

**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.

**Timely** - run actions [manually](https://github.com/sfdx-mass-action-scheduler/sfdx-mass-action-scheduler/wiki/On-Demand-Scheduling) or [schedule](https://github.com/sfdx-mass-action-scheduler/sfdx-mass-action-scheduler/wiki/Scheduling) hourly, daily, weekly, or any time in between.

**Versatile** - explore the many [data sources](https://github.com/sfdx-mass-action-scheduler/sfdx-mass-action-scheduler/wiki/Sources) and [actions](https://github.com/sfdx-mass-action-scheduler/sfdx-mass-action-scheduler/wiki/Actions) that can be [scheduled](https://github.com/sfdx-mass-action-scheduler/sfdx-mass-action-scheduler/wiki/Scheduling) with Mass Action Scheduler.

## 🗺 Roadmap

See the [open issues](https://github.com/sfdx-mass-action-scheduler/sfdx-mass-action-scheduler/issues) for a list of proposed features (and known issues).

See the [open milestones](https://github.com/sfdx-mass-action-scheduler/sfdx-mass-action-scheduler/milestones?state=open) for a list of upcoming planned releases.

## 📘 Documentation and 💬 Discussion

Read the [wiki](https://github.com/sfdx-mass-action-scheduler/sfdx-mass-action-scheduler/wiki) for documentation on Mass Action Scheduler.

Read the [FAQ](https://github.com/sfdx-mass-action-scheduler/sfdx-mass-action-scheduler/wiki/Frequently-Asked-Questions) to troubleshoot common technical issues.

Join our [community group](https://success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000LhvN) to discuss and solution with other Mass Action Scheduler users.

Raise well defined issues and ideas via the [issue tracker](https://github.com/sfdx-mass-action-scheduler/sfdx-mass-action-scheduler/issues).

## 👋 Getting Started

### 🚨 Prerequisites

There are a few items you need to setup before installing and using this app.

1. You will need to [Enable Lightning Experience](https://github.com/sfdx-mass-action-scheduler/sfdx-mass-action-scheduler/wiki/Prerequisites#1-enable-lightning-experience) because we are using Lightning Components.
2. You will need to [Enable My Domain](https://github.com/sfdx-mass-action-scheduler/sfdx-mass-action-scheduler/wiki/Prerequisites#2-enable-my-domain) because we are using Lightning Components.
3. You will need to [Allow IFraming of Visualforce Pages with Clickjack Protection](https://github.com/sfdx-mass-action-scheduler/sfdx-mass-action-scheduler/wiki/Prerequisites#3-allow-iframing-of-visualforce-pages-with-clickjack-protection) because we iframe pages in Lightning Components.

Please see the [instructions in the wiki](https://github.com/sfdx-mass-action-scheduler/sfdx-mass-action-scheduler/wiki/Prerequisites) for screen shots and step-by-steps.

### 📦 Install Package

1. See the [Release Notes](https://github.com/sfdx-mass-action-scheduler/sfdx-mass-action-scheduler/wiki/Release-Notes) for install links to each package version.
2. Assign the **Mass Action Admin** permission set to users who will configure mass actions.
3. Finish reviewing the [Getting Started](https://github.com/sfdx-mass-action-scheduler/sfdx-mass-action-scheduler/wiki/Getting-Started) instructions.

## 💎 Sponsoring

If you've found value in my open source projects, please consider showing your support:
  * ⭐️ [Star](https://github.com/sfdx-mass-action-scheduler/sfdx-mass-action-scheduler) this project on GitHub
  * 📣 [Tweet](https://twitter.com/intent/tweet/?url=https%3A%2F%2Fgithub.com%2Fsfdx-mass-action-scheduler%2Fsfdx-mass-action-scheduler&text=%F0%9F%9A%80%20Declaratively%20schedule%20Process%20Builder%2C%20Flows%2C%20Quick%20Actions%2C%20Email%20Alerts%2C%20Workflow%20Rules%2C%20or%20Apex%20to%20process%20records%20from%20Reports%2C%20List%20Views%2C%20SOQL%2C%20or%20Apex%20with%20%23MassActionScheduler%20by%20%40DouglasCAyers&related=douglascayers%2Csalesforcedevs&hashtags=salesforce) this project to your followers
  * Contribute a ☕️ or 🌮 via my [virtual tip jar on PayPal](https://www.paypal.me/douglascayers/)

Thank you! ❤️

https://douglascayers.com/thanks-for-your-support/

## 🙏 Contributing

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](CONTRIBUTING.md) for more details.

For documentation contributions (the [wiki](https://github.com/sfdx-mass-action-scheduler/sfdx-mass-action-scheduler/wiki)), please [open an issue](https://github.com/sfdx-mass-action-scheduler/sfdx-mass-action-scheduler/issues) with your suggested changes.

For code contributions, please follow the [GitHub flow](https://help.github.com/en/articles/github-flow):
1. Fork this project and [install the source code](https://github.com/sfdx-mass-action-scheduler/sfdx-mass-action-scheduler/wiki/Install-Source-Code).
2. Create your feature branch (`git checkout -b feature/AmazingFeature`).
3. Commit your changes (`git commit -m 'Add some AmazingFeature'`).
4. Push to your feature branch (`git push origin feature/AmazingFeature`).
5. Open a pull request to the `develop` branch.

## ✍️ Authors

[Doug Ayers](https://douglascayers.com) develops and maintains the project.

See also the list of [contributors](https://github.com/sfdx-mass-action-scheduler/sfdx-mass-action-scheduler/contributors) who participated in this project.

## 🎉 Acknowledgements

[Appiphony](http://www.lightningstrike.io) for developing the Strike Wizard component based on Lightning Design System [Path blueprint](https://www.lightningdesignsystem.com/components/path/).

[Salesforce Foundation](https://github.com/SalesforceFoundation/CampaignTools) for developing tools for querying Salesforce Reports API in Apex.

[Shinichi Tomita](https://twitter.com/stomita) for developing [jsforce](https://jsforce.github.io/) and [soql-parse](https://github.com/stomita/soql-parse) libraries for easy use of Salesforce REST APIs in JavaScript.

[jQuery](https://jquery.com/) for developing jQuery library.

[Aaron Hardy](https://twitter.com/aaronius) for developing [Penpal](https://github.com/Aaronius/penpal), a promise-based library for securely communicating with iframes via postMessage.

## 👀 License

The source code is licensed under the [BSD 3-Clause License](LICENSE).

[version-shield]: https://img.shields.io/github/tag/sfdx-mass-action-scheduler/sfdx-mass-action-scheduler.svg?label=release&color=green
[version-url]: https://github.com/sfdx-mass-action-scheduler/sfdx-mass-action-scheduler/wiki/Release-Notes

[license-shield]: https://img.shields.io/github/license/sfdx-mass-action-scheduler/sfdx-mass-action-scheduler.svg?label=license&color=green
[license-url]: LICENSE

[community-shield]: https://img.shields.io/badge/-Join_our_Community-blue.svg?logo=salesforce&logoColor=white
[community-url]: https://success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000LhvN

[cicd-shield]: https://img.shields.io/github/workflow/status/sfdx-mass-action-scheduler/sfdx-mass-action-scheduler/CI?logo=github
[cicd-url]: https://circleci.com/gh/sfdx-mass-action-scheduler/sfdx-mass-action-scheduler

[codecov-shield]: https://img.shields.io/codecov/c/github/sfdx-mass-action-scheduler/sfdx-mass-action-scheduler.svg?logo=codecov
[codecov-url]: https://codecov.io/gh/sfdx-mass-action-scheduler/sfdx-mass-action-scheduler

[sponsor-shield]: https://img.shields.io/badge/-💜_Sponsor_this_project-ff69b4.svg
[sponsor-url]: https://github.com/sfdx-mass-action-scheduler/sfdx-mass-action-scheduler/blob/master/README.md#-sponsoring

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