---
schema_version: "1"
id: d48434735703d061468bdfd80c202808c903569a6e49336b1ceba80fea17bfa6
title: Batch Management Workflows
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/concept_workflow.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.concept_workflow.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 69bf45a2dc1b8c9cfdb7df9fa3ec3c29986b6c0aefd9f9a56b7e4eb942570d9e
description: "Batch Management has two distinct workflows: configuring a batch job for a business process and the automated workflow of batch job runs. Review the steps involved in each workflow for an overview of how to work with Batch Management."
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Batch Management Workflows

Batch Management has two distinct workflows: configuring a batch job for a business process and the automated workflow of batch job runs. Review the steps involved in each workflow for an overview of how to work with Batch Management.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=ind.concept_batch_management_editions.htm&amp;release=264.0.0&amp;type=5" title="Review the supported editions and availability for Batch Management. Then learn about how your product handles permissions and how to assign them.">View supported editions</a>.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d3489e62">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d3489e62 ">To manage batch jobs:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d3489e62 "><span>
                <a href="https://help.salesforce.com/s/articleView?id=ind.concept_batch_management_editions.htm&amp;release=264.0.0&amp;type=5">View permissions information.</a>
              </span></td>

          </tr>
        </tbody>
      </table>

#### See Also

- [Flow Builder](https://help.salesforce.com/s/articleView?id=platform.flow.htm&type=5&language=en_US)
- [Create a Batch Job](https://help.salesforce.com/s/articleView?id=ind.task_create_batch_job.htm&release=264.0.0&type=5 "Use a batch job to automate the processing of large volumes of records for a business process configured in Salesforce Flow.")
- [Run a Batch Job](https://help.salesforce.com/s/articleView?id=ind.task_schedule_batch_flow.htm&release=264.0.0&type=5 "A flow is used to run batch jobs. After a batch job is activated, it appears as an action in the Flow Builder. Use the Batch Job action to schedule your batch job's runs.")
- [Monitor Your Batch Jobs](https://help.salesforce.com/s/articleView?id=ind.task_monitor_batches.htm&release=264.0.0&type=5 "Monitor the status and health of your batch jobs using Monitor Workflow Services. You can monitor each instance of a batch job run and drill down to view details about each batch job part.")

## Batch Job Configuration Workflow

![Batch management workflow](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-batch_management-264-0-0-production-enus/731c5a27-95af-4446-8183-be1730af3478/batch_management/images/batch_management_workflow.png)

1. Create the business process that you want to execute by using a batch job. <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
            <thead class="slds-text-title_caps ">
              <tr><th style="vertical-align:bottom;text-align:left;" id="d3489e153-option">Business Process Type</th>

              <th style="vertical-align:bottom;text-align:left;" id="d3489e153-desc">Details</th>
            </tr></thead>
            <tbody><tr class="">
              <th style="vertical-align:top;" headers="d3489e153-option" id="d3489e166">Business processes executed on Salesforce Flow</th>

              <td style="vertical-align:top;" headers="d3489e153-desc d3489e166">Create a flow for the business process and active it.<p>The flow must consist
                  of a Text type input variable that the batch job can use to identify the records
                  to send the flow for processing.</p>
              </td>

            </tr>
            <tr class="">
              <th style="vertical-align:top;" headers="d3489e153-option" id="d3489e177">Business processes managed in other Salesforce products</th>

              <td style="vertical-align:top;" headers="d3489e153-desc d3489e177">Complete the prerequisite tasks required for the business process in the Salesforce
                product.<p>If the business process is part of Salesforce products such as Business Rules
                  Engine, complete the Business Rules Engine-specific tasks for the business
                  process.</p>
              </td>

            </tr>
          </tbody></table>
2. Create a batch job to execute the business process.
    
    Select the process type that represents the Salesforce product where the business process is configured and select the execution process that represents the business process.
3. Configure a flow to run the batch job.
    
    | Run Type | Details |
    | --- | --- |
    | If the batch job is run independently | Create a flow and use the Batch Job action to run the batch job. |
    | If the batch job is run as part of a larger business process orchestration | Add the Batch Job action to the flow that handles the business process orchestration. |
    
    Only active batch jobs are available as actions on the Flow Builder. The action name on the Flow Builder is the same as the API name of the batch job. The configuration of the flow and the placement of the Batch Job action in the flow decides when the batch job is run.

## Automated Batch Job Runs

Every time a batch job is run, it executes the business process in parts. Here's the sequence in which a batch job is run.

![Batch job workflow](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-batch_management-264-0-0-production-enus/731c5a27-95af-4446-8183-be1730af3478/batch_management/images/batch_job_workflow.png)

1. The flow that runs is batch job starts.
2. The batch job creates child parts consisting of record subsets for the business process to handle in sequence.
3. A batch job part releases its record set to the business process.
4. The business process is executed for the batch job part's record set.
5. After the business process is executed for a batch job part, the next batch job part sends its record set to the business process.

Every time a batch job is run, a record for the run is created in Monitor Workflow Services. Use this record to:

- Track the status of the run.
- Cancel in-progress runs if necessary.
- Review the records that failed and submit the failed records.
    
    When you submit failed records, a new run starts with only the failed records.