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Create a Custom Setting to Run the Enhanced Effective Account Manager Sync Batch

If you upgrade the Consumer Goods Cloud Managed package to Winter ’25 or later, to use the enhanced version of the Effective Account Manager Sync batch during the Apex batch process run, create the EffectiveAccountManagerSyncBatch custom setting. For all new customers of Consumer Goods Cloud, this setting is created and enabled by default.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions that have Consumer Goods Cloud enabled

User Permissions Needed
To create a custom setting:

CGCloud Business Admin

OR

CGCloud Retail Business Admin

The enhanced version improves performance as the batch doesn’t recreate existing account team members from account managers for each batch run. The batch creates or updates an account team member record for changes in account managers.

  1. From Setup, in the Quick Find box, find and select Custom Settings.
  2. Find System Setting, and then click Manage.
  3. To add a setting, click New.
  4. For the Name field, enter EffectiveAccountManagerSyncBatch.
  5. For the Description field, enter Runs the enhanced EffectiveAccountManagerSync batch process..
    You can leave the Value field as blank.
  6. Save your changes.