You choose your path—predefine which records you want to include in the batch with standard Salesforce reports or SOQL queries, or select records ad hoc from a list view or related list view.
Next, decide how you want to deliver. Batch can consolidate up to 50 records or files for immediate download. Or batch files to send out, from one to 1,000 records. Then, distribute as email attachments, eSignature documents, or other common Salesforce record attachments.
You choose the timing—launch on demand from a button on a list view, page layout, or Batch record. If that doesn’t do it, schedule delivery to run in the background. Choose any interval: hourly, daily, weekly, or monthly.