Understanding and Using Batches

Overview

Managing large volumes of client and firm data is a core part of running a Practifi organization. Whether you're onboarding a new block of clients, reassigning records following a team change, or correcting a bulk data load, being able to track exactly what changed and to whom is essential. Batches give you that control.

A batch is a grouping mechanism that ties multiple records together under a single identifier before you perform a mass operation. This makes bulk changes traceable and, when needed, reversible. This article explains how batches work and walks you through creating and editing them in your Practifi organization.

For more information on bulk data operations, please review our Using Salesforce Inspector Reloaded and Using Data Upload Templates articles.

• Understanding Batches
• Adding a Batch
• Editing a Batch

Understanding Batches

A batch is a special record type in Practifi that groups records, normally across a particular object, under a unique Batch ID. You create a batch before performing a mass operation, such as an initial data load, a mass record change, or a mass record removal. Because every affected record is tied to that Batch ID through the practifi__Batch__c field, changes are tracked centrally and can be used to identify or revert records if something goes wrong after the operation is complete.

For example, if you need to update the Owner for a large number of Entity records via Data Loader, you can create a batch to capture all affected households, organizations, and individuals. If you later find that the wrong Owner ID was loaded for those entities, you can use the Batch ID to identify the affected records and revert your changes.

Please note: There are record number limitations for the Recycle Bin in your organization. If the number of records you have mass-deleted exceeds that limit, you may be unable to retrieve the entire batch.

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Adding a Batch

To add a batch, follow these steps:

1. Click the App Launcher in the upper-left-hand corner of Practifi. 
2. Enter Batches into the Search Apps and Items search bar, then click the Batches option that appears in the results.
   
   
    
3. In the upper right-hand corner of the Batches page, click the New button. A new tab opens.
   
   
    

4. On the New Batch screen, click the Batch Type drop-down field and select a Batch Type.

   Please note: It is recommended that teams select the Dataset option for Batch Type. The Apex Job option is used by the system when handling automated jobs and should not be selected by Practifi users.

   

5. Enter a Batch Name. 
6. Optionally, add a Description to identify the batch.
7. Click Save to create the batch, or Save & New to create an additional batch.

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Editing a Batch

To edit a batch, follow these steps:

1. Click the App Launcher in the upper-left-hand corner of Practifi. 
2. Enter Batches into the Search Apps and Items search bar, then click the Batches option that populates from the search.
3. Locate the batch you want to edit by entering a search term into the Search this list... search bar, or scroll through the list to find the record.
   
   
    
4. Once you have located the record, click the caret on the right side of the record, then click Edit.
   
   
    
5. Make any necessary changes to the record, then click Save.