Schedule Path in Salesforce Flows

#1MinuteTip #SalesforceSpring21 Time Dependent Workflow in Workflow Rules or Scheduled Action in Process Builder is now available in Salesforce Flows as “Scheduled Path”. Add a scheduled path to your Record-Triggered Flow if you want part of the Flow to run at a dynamically scheduled time after the triggering event occurs. You can base the scheduled time on when the record is created or updated or on a field value.

Schedule Path in Salesforce Flows

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8 thoughts on “Schedule Path in Salesforce Flows”

  1. I want to send the reminder to the contacts 48 hours, 24 hours and 9 am on the day of appointment. I am using Record triggered flow with Scheduled Paths. I am using 2 day and 1 day before appointment date for 48 and 24 hour scenario. For 9 am scenario, I tried using 0 day before appointment date but it sends our reminder at the time of appointment and not at 9 am. Is there any way I can add the scheduled path for 9 AM?

    1. Hi Heena, you can either use the scheduled-triggered flow (rather than scheduled-path flow) to send the reminder at 9 AM or create a custom/date field and populate the time component with “9 AM”.

  2. Wondering how I can configure this to run when a lead is created, I would like the scheduled path to begin running at 8:30 am Est

    1. Hi Nelson, one option will be to use the scheduled-triggered flow to trigger the flow at the specified time.

      With the scheduled path, it will be a bit more challenging as you will need to create a custom date/time field and populate it with the date that you want to execute and always set the time to 8:30 AM EST. You can then set the scheduled path to execute “0 minutes” after this custom date/time field.

  3. Hi Asagarwal,

    Thank you for your post. I have had searching the way to build with flows an user requirement that is built with the process builder but I have not been able to do it. I notice that the difference between scheduled paths (in flows) and scheduled actions (in processes) is that the scheduled actions can be executed, for example, after a series of conditions created on differents decision logic components. My requirement is:

    if conditionA then
    schedule an action 24 hrs after X date
    else if condictionB then
    schedule an action 48 hrs after Y date

    Apparently Flows do not have the possibility to create the “else if” conditions like processes? Could you please help me with that?

    Thanks!

    1. Hi Eduardo, that’s an interesting scenario. I can think of two solutions to meet this requirement.

      1. Create two flows with two different entry conditions and set the schedule path to execute after hours as per your requirement.
      2. Create a custom date/time field on the object and populate it with the date/time when you would like to execute it. For example, for condition A, the custom field will be populated with “today + 24 hours” and for condition B, the field will be populated with “today + 48 hours”. Then you can create one Flow with scheduled path and set it to execute ‘0’ minutes after the custom date/time field.

      I think this is technically possible, but you will need to test it out.

      Regards,
      Ashish

  4. Hello Sir,

    Thank you for your articles on Salesforce. I had a question related to https://www.asagarwal.com/schedule-path-in-salesforce-flows/ post of yours.

    Does this statement hold true for these scheduled path Action also?

    Will the pending actions in the queue ALWAYS trigger?
    No. Time-dependent actions remain in the Workflow Queue until processed or the rule criteria for the Workflow Rule are evaluated as “false.” If a record no longer matches the rule criteria when the rule is evaluated, Salesforce removes the time-dependent actions queued for that record.
    https://help.salesforce.com/s/articleView?id=000325723&type=1

    Regards,
    Pratigya

    1. Hi Pratigya, yes this holds true for scheduled path action also. If the condition is no longer true, the action will not be executed.

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