Review User Adoptions – GoldFinch Clientcare

Applies toAdministration Features

AudienceAll users

Last updatedFebruary 04, 2026

In this article

How to Run the Batch Routine Manually
How to Schedule the Batch Routine to Run Weekly
Steps to Review Results

The User Adoption routine can be run manually or can be scheduled to run weekly to review the usage of GoldFinch software by user and by month for the past 12 months. It is also used in determining the correct number of GoldFinch (full and limited) licenses needed for your operation.

How to Run the Batch Routine Manually

The batch routine can be run any time you want.

Go to Developer Console\Debug\Open Execute Anonymous Window, and copy and paste the following code and run it:

GFERP.DWUserAdoptionDeleteBatchable batchClassInstance = new GFERP.DWUserAdoptionDeleteBatchable();

Database.executeBatch(batchClassInstance, 200);

Note
If there are old records, the routine will not run. Please delete all records before running the routine.

How to Schedule the Batch Routine to Run Weekly

In Settings, search for Picklist Value Sets.

Filter the list to show Global Value Sets starting with "S". Click on SchedulableJobs.

In ScheduleableJobs, click on the New button and add DWUserAdoptionDeleteBatchable onto the picklist. Click Save.

Go to the Job Scheduler object and find the job you just added. Click on Weekly and schedule the job.

Steps to Review Results

Click App Launcher and search for DW User Adoptions.

You will see 3 pre-defined views.

1-Modify/Insert Count view displays Object Name, Records Inserted, and Records Modified by User and by Month.

2-User License Type by Month view displays the number of Object Inserted/Modified and License Type, by User and by Month.

3-No. of Licenses by Month view displays No. of Full Licenses and No. of Limited Licenses by Month, based on GoldFinch objects inserted or modified.

Note
You must ensure you have enough Full Licenses for your users to comply. By default, a Limited License can read all GoldFinch objects, but can only insert/modify up to 3 GoldFinch objects.

The No. of Limited Licenses calculated does not include users who only read data, or who only update standard Salesforce objects, such as Account, Contact, Task, or other activities.

Note
GoldFinch will inform you if you need more GoldFinch Full Licenses to replace the Limited Licenses. You must correct this issue by updating users' security or purchasing additional Full Licenses. Otherwise, the system will not allow you to post transactions after one month.

Article Review-User-Adoptions · Last updated February 04, 2026 · GoldFinch ERP Help Center