Set Batch Owner

Set the Batch Owner to designate which user runs Guided Selling’s automated batch processes. The Batch Owner is the user account that executes these processes. These batch jobs might update sequence actions, update participant statuses, manage sequence enrollments, and perform other critical background operations that ensure Guided Selling runs smoothly.

When Guided Selling executes batch operations (such as processing scheduled actions or automated participant enrollment), these processes run under the Batch Owner’s user context. The Batch Owner must have appropriate permissions to execute Apex batch jobs and full access to all Guided Selling objects and fields.

Setting Batch Owner

Assign Sequence Admin Permission Set

The Batch Owner must have the Sequence Admin permission set assigned to access all Guided Selling objects and fields required for batch processing.

1. In Setup, search for Permission Sets
2. Find and select Sequence Admin
3. Click Manage Assignments
4. Click Add Assignments
5. Select the user who will be the Batch Owner
6. Click Assign
7. Click Done

Configure Batch Owner

1. Log in to Salesforce with the user you intend to set as the Batch Owner.
2. Open the App Launcher in Salesforce and search for Guided Selling by Revenue.io
3. Click the Settings tab in the top navigation bar
4. Go to the Batches section found in the left menu
5. Click the Set Batch Owner button. The selected user is now the Batch Owner.