FinDock heartbeats
All FinDock Core heartbeats are daily jobs that run in a predefined sequence. The FinDock Heartbeat itself runs every hour and checks these heartbeats for what needs to be executed for the given day.
Typically these individual heartbeats do not need to be modified, but settings can be changed if needed. Always proceed with caution (and testing) when adjusting custom settings.
Adjusting FinDock heartbeats
The default heartbeats included in FinDock are listed below. Other heartbeats are added through optional FinDock packages.
| Heartbeat | Function |
|---|---|
| CalculatePaymentScheduleCountersBeat | recalculates payment schedule statistics |
| CalculateTransactionSetCountersBeat | recalculates counters on Transaction Set records |
| CleanJobRecordsBeat | deletes temporary Job records created by FinDock processes to free up record space |
| CountCollectedInstallmentsBeat | updates number of collected installments on Recurring Payment records |
| GenerateInstallmentsBeat | generates installments for recurring payments |
| GenerateMandateSchedulesBeat | runs mandate schedules with auto-run enabled, Status = Scheduled, and Run Date = Today |
| GeneratePaymentSchedulesBeat | runs payment schedules with auto-run enabled, Status = Scheduled, and Run Date = Today |
| RecurringMandateScheduleBeat | generates new mandates schedules for recurring mandate schedules when auto-generate is enabled |
| RecurringPaymentScheduleBeat | generates new payment schedules for recurring payment schedules when auto-generate is enabled |
Before adjusting the default heartbeat configuration, please keep in mind the following dependencies:
- RecurringPaymentScheduleBeat must finish before GeneratePaymentSchedulesBeat
- GenerateInstallmentsBeat must finish before GeneratePaymentSchedulesBeat
- RecurringMandateScheduleBeat must finish before GenerateMandateSchedulesBeat
FinDock uses a soft enforcement mechanism for these dependencies. If the Start Hours of dependent heartbeats are more than an hour apart in the wrong sequence, then the heartbeats may result in unexpected behavior. Proceed with caution.
To adjust heartbeat custom settings:
- Under Salesforce Setup, go to Custom Settings.
- From the list, find the Heartbeats custom setting.
- Click Manage next to Heartbeats.
- Click Edit next to a specific heartbeat job.
- Adjust the settings as needed and click Save.
- Last run date: date and time when the heartbeat job was run. To force a re-run (e.g. to retry payment schedules), you can change the date to today minus one day. The heartbeat is executed again by the next hour.
- Order: 2-digit number indicating starting order of heartbeats within the given Starting Hour.
- Starting Hour: 2-digit number indicating starting time of day (24-hour) for the heartbeat. Starting times can be adjusted to accommodate other business processes if needed.