The Full Recalculation batch job checks and updates sharing for all records across every shared object. Unless your shared objects include large volumes of records (hundreds of thousands of records or more), it's generally best to schedule this job to run on a regular basis – we recommend once per day.
If you're working with large data volumes, Targeted Calculation Jobs are the recommended alternative to reassess all relevant records and keep sharing up to date.
Important: The batch must be scheduled by a user who has the Modify All permission for all objects involved in rules, and who has the FormulaShare Admin User permission set assigned. This ensures the job runs with the access it needs to apply sharing correctly.
Scheduling via the App (Recommended)
The easiest way to schedule the batch is directly from within FormulaShare. When you first open the FormulaShare Rules or FormulaShare Setup tab, a getting started prompt will appear if the batch hasn't been scheduled yet.
Click Manage Batch next to the batch scheduling step. This opens the batch scheduling dialog.
Configure the schedule to your preference – we recommend setting the job to run daily. Click Save to confirm. The step will show as complete once the batch is scheduled.
Scheduling via Salesforce Setup
To schedule the batch manually, navigate to Setup → Apex Classes and click the Schedule Apex button.
Set Apex Class to FormulaShareProcessSchedulable. The job name can be anything – it's used to identify the job in the scheduled jobs list.
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