Overview

A #Batch is scheduled to run every weekend and delete Cases that are closed and more than two years old.

General Use Case

  • Use the Delete action to clean up unnecessary records and free up data storage.
  • Use a Schedule to run batch jobs on a recurring cadence.

Video Demo

Downloadable Executables

DownloadData.Purge.Batches

Walkthrough

1

Pipeline - Data.Purge.Batches

Screenshot 2026-04-16 at 4.51.07 PM
2

New Executable - ClosedCases.Purge

Screenshot 2026-04-16 at 4.51.25 PM
3

Batch Settings

Screenshot 2026-04-16 at 4.51.38 PM
4

Retrieve

Screenshot 2026-04-16 at 4.51.51 PM
5

Mapping

Screenshot 2026-04-21 at 4.56.22 PM
6

Create Schedule for Pipeline

Screenshot 2026-04-21 at 5.03.32 PM