Flow Blog Series 04:

Schedule-Triggered Flow

In the first blog, we showed you why Flow is the way to go! There are 5 flow implementation types you can choose from, but no stress! In this blog series you will find out which one you can use best in what scenario. Let’s go with the Schedule-Triggered Flow!

What is a Schedule-Triggered Flow?

This type of flow has been introduced in Salesforce Winter ’20 release. You can use a Schedule-Triggered Flow to automate your business processes. You can set this Flow to run at a specific moment like once, daily or, weekly.

Skip Apex Schedule Jobs

With schedule-triggered Flows, you can potentially avoid using Apex Schedule Jobs using Batch Apex. Now you have the option of meeting repetitive business requirements without using the development capabilities of the platform. For example, sending birthday greetings every morning to customers who have their birthdays on that day, or closing Cases every night that are in a specific status after a certain number of days has passed.

Just get started

To get started, configure the schedule trigger in the start element of your Flow, then select the object and conditions (if any) to fetch a certain batch of records to process. When using schedule-triggered Flow, it stores all of the record’s field values in the $Record global variable which you can reference to access the record’s field values.

Lastly, you have the ability to monitor scheduled Flows from the Scheduled Jobs page in Setup and to delete them if no longer required.

Let’s make it visual!

We will be showing how to close Cases that are in ‘Waiting on Customer’ status for more than 7 days.

Step 1:

Let’s start off by creating a Schedule-Triggered Flow to Close Cases.

Step 2:

Now it’s time to learn how to Save & Activate the Flow.

Flow Blog Series

Yeah! You know the way to go with that Schedule Triggered Flow now. Read more blogs and find out about other flow types too.

Flow Blog Series 01: Screen Flows

Flow Blog Series 02: Auto Launched Flows

Flow Blog Series 03: Record-Triggered Flow

Flow Blog Series 04: Schedule-Triggered Flow

Flow Blog Series 05: Platform Event-Triggered Flow

Stay posted