Create and Update a Dynamic Pharma Group

Create a dynamic Pharma group and manage its members.

Create a Dynamic Pharma Group

To create a static Pharma group:

  1. Go to the Groups tab.

  2. Click New.

  3. Fill in the Pharma group parameters, such as:

    • Enter Group Name.

    • Select Group Type. It cannot be changed after saving the group.

    • Select the Dynamic Group checkbox.

      Read the description of each parameter here.

      Create a dynamic Pharma Group

  4. Click Save.

  5. The dynamic group of records is created. The SOQL Builder tab opens.

    • Enter criteria using the OR / AND buttons.

    • Check the SOQL Query record above the builder.

      Create a dynamic Pharma Group SOQL Builder

  6. Click Save and confirm.

The dynamic group is created.

Manage Dynamic Pharma Group Members

To view dynamic Pharma group members, go to the Group Members tab.

  • Click New to manually add a Pharma group member.

    • A Pharma Group Member record will not be recalculated after changing the SOQL criteria.

    • To recalculate a Pharma Group Member record, uncheck the Manual field on the added Pharma Group Member record.

      Add the Manual field to the Group Member page layout.

  • An empty record cannot be added as a Pharma Group Member record;

  • Only the records of the selected Group Type on the Pharma Group record can be added as a group member.

    Create a dynamic Pharma Group Members

Update a Dynamic Pharma Group

To update a dynamic group, you can choose between recalculation per record, dependent on the Apex trigger activation, or scheduling recalculation manually.

Recalculation per Record

If a user creates, updates, or removes a record of the object that matches the criteria of the dynamic group, the GroupMemberProcess trigger immediately recalculates the dynamic group. It checks specific fields of the record and updates the corresponding dynamic group(s).

Object records will not be recalculated if only the records of the child objects have been changed.

Schedule Recalculation

By default, the dynamic groups are updated daily. The special Apex Schedule_DynamicGroup class will be run to update all the dynamic groups according to all the criteria for each parent and child objects.

Manually added group members cannot be recalculated. To recalculate this record, unchecked the Manual field.

For further information, please refer to Developer Salesforce: Apex Scheduler.

``