I’m proud to announce Release 2.0 of my open source project Mass Action Scheduler! Declaratively schedule Process Builder, Flows, Quick Actions, Email Alerts, Workflow Rules, and Apex to process records from Reports and List Views. All with clicks not code.

This release delivers community-requested enhancements, simpler setup process, and a new SOQL source type. If you already have the app installed in your org, check out Upgrading to Release 2.0.

In this blog post, I’ll cover the most exciting new features of this release.

Get Started Lightning Fast with Optional Named Credentials

In the previous release, one of the biggest improvements, I think, was simplifying the setup steps of creating a Connected App, Auth. Provider, and Named Credential from multiple clicks, copying and pasting, and bouncing to multiple pages down to a single click of a button.

But I knew the setup process could be even better. So I ventured out and developed a new way to empower Mass Action Scheduler to call the REST API from Lightning Components without Named Credentials.

And with that, Release 2.0 makes Named Credentials 100% optional! I believe you should spend more time using the tool to deliver business value to your users, and spend less time trying to setup the tool. πŸ˜€

Get Coaching and Guidance Every Step of the Way

Release 2.0 introduces coaching and guidance specific to the step you’re on. You toggle the coaching by clicking a new up/down arrow left of the configuration path.

You’ll find documentation, links, recommendations, examples, and more to help you get the most out of configuring Mass Action Scheduler. And you can always check out the wiki for even more examples and FAQs.

Coaching and Guidance for Choose Source Step

Query Data The Way You Want With New SOQL Source Type

Release 2.0 introduces a new SOQL source type.

SOQL queries are an advanced technique to search for specific records. They combine the advanced filtering capabilities of Reports with the higher record limit of 50 million records of List Views. SOQL can also be used as a workaround for getting at data that Reports and List Views can’t, like 30,000 Activities in Lightning Experience or which permissions are assigned to a user.

At first, I was pretty proud of adding the capability to handle normal SOQL queries that select some fields. But soon after I made the announcement on Twitter that I was working on this feature, Jodie brought up a new use case.

Inspiration for Aggregate SOQL support came from @jodiem

A couple days later, I had a solution for her. Aggregate functions like COUNT, MIN, MAX, AVG, SUM and others are supported for even more power in your Mass Action Configurations. πŸ’ͺ

Example SOQL query with Aggregate Functions and Cross Filter

Moreover, sometimes simple SOQL queries can be helpful when you just don’t want to deal with the overhead of creating a list view or a report. 😏

Learn how to write SOQL queries with the Write SOQL Queries unit on Trailhead.

Next Steps

  • Install the Mass Action Scheduler app in your org (always test in a sandbox first).
  • Join the Mass Action Scheduler group on the Trailblazer Community.
  • Let me know in the comments, community group, or on Twitter (@DouglasCAyers) what you like (or don’t) about the app and how you’re using Mass Action Scheduler to automate business processes at your company.

Thank you all for your feedback and enthusiasm for this project, it means a lot to me!