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- เผยแพร่เมื่อ 30 ก.ค. 2024
- Follow this step by step example on how to create a scheduled flow with an example.
Where to use a Scheduled flow?
Things to note on a Scheduled flow.
Salesforce documentation on considerations:
help.salesforce.com/s/article...
My blog on medium: / pratimashri
A huge thank you to Patrons this month:
Gerald
Dharmesh
Monique
Thank you for this example! Appreciate using the formula in the Flow vs a custom object. I might consider changing to that.
Thank you Pratima. You considered our request. Thank you so much
Great walk through Pratima, very helpful and you explained it super good!
this one business case tutorial is what i need...thank you
Thanks Pratima. This use-case helped me in implementing my project scenario. It was really amazing video. Keep posting!!
I’m always looking for more use cases ! Glad it helped
Also can you explain some of the report notifications please. Highly appreciated
hi, how u selected activity date as today their....im following ur video but upon entering No it is no displaying anything related to previously created formula.
hey Prats - this looks and sounds like time dependent action -
what is the difference between scheduled flow and time dependent action
The main differecne is for time dependent action, you need a triggering event - for eg - on the creation of opportunity, send an email 5 days after created date to the oppty owner. Whereas scheudled action can be scheduled to run on well a schedule , based on soem conditions - eg, you want to have a daily email reminder for all open oppirtunities to the oppty owners, or you want to send out birthday emails if their birthday=today, etc. In this case you dont necessarily care about when the recod was triggered as long as meets the criteria for when the flow is scheuduled. Hope that helps!
👌👍🤝
Can we create Task after 1 day record created ???
because it asked directly date and time to select .
should i work on record trigger flow?? but where to mention ! day after task will assign ??
plz suggest????
You would do a record triggered flow but use the scheduled action path
Perhaps something like this th-cam.com/video/-95ZSoDQv5E/w-d-xo.html
This was very helpful for a situation I'm working on. However the difference being, what would you do if you didn't want a new task to get created every day? Say for example this wasn't a task but an email alert. I only want to send one email alert that this Opportunity needs action taken on it. With your example, an email alert would be sent every day. But I just want an email alert sent once. How could I accomplish that?
For clarity, my use case is when the Close Date is 90 days out, I need to send an email alert letting the Opp Owner that they need to take action. So they don't need to get an email alert 89 more times. Just the once.
Without watching the video, I will try to answer as I don’t remember the example is this video.
You can still create a scheduled flow for your use case but tweak your condition or formula. You will either create a formala field or within the flow check the close date - today = 90 .. what this wil do is it will only send the email when that criteria is true. If it is 89 or 80 or any other days, you won’t get the emails
Thanks @Pratima for this helpful video but can you tell me please how we can debug the schedule flow..😐
Hmm great question.. the only way I know of is looking at debug logs by setting a debug log for the user running the flow.
It’s not as intuitive as debug flow option in other flows. I will see if I can record something and post
Ok thanks
I was advised to re-create the flow as a sub-flow and then test it that way