Enable Dynamic Date Hourly

Enable this setting so date and timestamp fields work in sequence entrance criteria, and to control whether date-based evaluations run daily or hourly.

Why this setting is required

You must enable dynamic date matching before date or timestamp fields will work in sequence entrance criteria. Until the setting is configured and the scheduled Apex job is initiated, date-based criteria will not evaluate correctly.

Configuration

1. In Salesforce, Go to Setup → Custom Settings.
2. Find GS_Public and click Manage.
3. Click Edit and check Enable Dynamic date hourly or nable Dynamic date daily depending on how often you want the matching job to run. Do not check both.
4. Save the configuration.
5. Open Guided Selling → Settings → Batches.
6. Click Set Batch Owner to initiate the scheduled Apex job. The batch owner runs the dynamic date matching job on the schedule you chose.

How dynamic date hourly works

When Hourly is selected, date-based criteria and action timing are evaluated with hourly precision. When Daily is selected, evaluations use daily granularity. In both cases, the setting affects when actions become due and when entrance criteria are evaluated.

Impact on sequences

When enabled:

• Date-based entrance criteria evaluate according to the chosen frequency (daily or hourly).
• Action timing can be controlled with the selected granularity.
• Expected execution dates reflect the interval you configured.