The Create Record scheduler job is designed to automatically generate new records based on the criteria specified in the Record Configuration section for every record returned by a defined SOQL Query.

Step 1: Register the Scheduler Job

1. To register a new Scheduler Job, navigate to Breezz Setup → Scheduler Jobs and click New.

2. Populate the configuration form with the following details:

• Name: Provide a clear identifier for the Scheduler Job.
• Description: Enter a comprehensive explanation of the job’s purpose.
• Job Type: Select Create Record.
• Execution Interval: Define when the scheduler should execute (e.g., Daily at 01:00 AM).
• SOQL Query: Provide a SELECT statement to define the exact records the job should process.
• Record Configuration: Select the target Object Name you want the scheduler to create. Provide the new record details, ensuring that all required fields (marked with an asterisk) are populated.

3. After filling out all required fields, click Save and re-run the Scheduler from the Scheduler Setup or trigger it manually.

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Step 2: Verify the Scheduler Job

To confirm that the scheduler was created successfully, navigate to the App Launcher → Breezz → Breezz Scheduler Jobs → All Custom Jobs.

You should see your new Scheduler record listed here:

ℹ️ Note on Data Volumes: The standard Create Record job type is designed to run frequently on smaller datasets. If you need to process large data volumes (e.g., 10,000+ records), you should use the Create Record - Batch job type instead, which is detailed on the next page.