Because the Agreement Explorer works off data stored in the most recent cache for the Agreement object, users may find that more recently created agreement records are not being listed in their reports. Users must use the Refresh Data button in Report Settings to refresh the data pool extracted from object tables in the database. Instead, you can schedule a job using the Apex Scheduler to refresh data such as agreement hierarchy and account hierarchy, in the background.

Agreement Hierarchy

Perform the following steps to schedule a job to refresh agreement hierarchy.

  1. Go to Setup.
  2. Under Develop, click Apex Classes.
  3. Click Schedule Apex. 
  4. Enter a name in the Job Name field.
  5. Click the lookup button next to the Apex Class field and select the AgreementHierarchySchedulableBatch class.
  6. In the Schedule Apex Execution section, select the job frequency, start date, end date, and preferred start time for the class.
  7. Click Save.

Accounts Hierarchy

Perform the following steps to schedule a job to refresh accounts hierarchy.

  1. Go to Setup.
  2. Under Develop, click Apex Classes.
  3. Click Schedule Apex. 
  4. Enter a name in the Job Name field.
  5. Click the lookup button next to the Apex Class field and select the AccountHierarchySchedulableBatch class.
  6. In the Schedule Apex Execution section, select the job frequency, start date, end date, and preferred start time for the class.
  7. Click Save.