Step By Step Guide to Creating Schedule-Triggered Flow in Salesforce

Schedule Triggered Flow in Salesforce

Introduced in Salesforce Winter ’20 release, Schedule-Triggered Flow in Salesforce is one of the many types of Flows that you can use to automate your business processes. You can set this Flow to run at a specific time at:

  • Once
  • Daily or
  • Weekly

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.

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.

For this guide, we will be showing, at first, how to close Cases that are in ‘Waiting on Customer’ status for more than 7 days, then incorporate an email notification to Case Contact when the Case is closed. After going through this guide, within the next 30 – 45 minutes, you will learn how to: 

  • Create a Schedule-Triggered Flow to Close Cases
  • Save & Activate the Flow
  • Test the Flow
  • Create a Schedule-Triggered Flow to Close Cases & Send Email
  • Save & Activate the Flow

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Need Help with Flows?

Need advice on Flows? I also offer advisory & consulting services on Salesforce Flows. So, whether you want to create new Flows or migrate existing automations (Workflow Rules, Process Builder, Triggers) to Flows, I can help you analyze, design, plan & review. To initiate a discussion, please submit the contact form here stating your requirement or book a 30-minute free discovery call at this URL.

References & Useful URLs

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