Let's Get Flowing - Salesforce Flow Training: Session Five: Scheduled Flows
Use Case:
• Jones Insurance wants their Customer Service team to call policy owners two weeks after a claim has closed.
o Claims are managed in a custom object and which has a Closed Date field.
• To accomplish this, we want to use a Scheduled Flow to find Claim and create Cases. The Flow should run nightly and be assigned to the Customer Service Queue.
Topics Covered:
• Concepts:
o Schedule-Trigger Flow Defined: https://sforce.co/3kgqavN
Considerations: https://sforce.co/2Fnc90I
• Building the Flow:
o Constants: https://sforce.co/3mcqpKt
o Get Records: https://sforce.co/3cazcaz
SObject Variable: https://sforce.co/382Oif8
o Global Variables: https://sforce.co/3bUB07L
$Record
o Global Actions: https://sforce.co/2FqnyMV
New Case Action
• Testing our Flow: https://sforce.co/2HUM3zF
• Activating a Flow: https://sforce.co/3a5TXCp
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