Skip to main content

How to schedule Flow Monthly in Salesforce

About Us
Published by jetbi
19 March 2021
36

 

Sometimes managers need to schedule Salesforce flows on monthly basis to review existing processes in the enterprise and create business strategies for the future. Unfortunately, for now, there is a limitation in Salesforce, you can schedule a Flow only once, daily or weekly. Often business needs are focused on the long-term perspective so the task to schedule Salesforce Flow monthly appears quite often. Have your admins ever wondered how to do it?

flow-monthly-1

Here is a solution JET BI Salesforce Admins and Consultants use when such a need arises. Here we go.

 

1) Firstly, you should create a custom setting, where you will need to create a new custom setting and create a new Custom Field (Data Type - Number (2,0)).

flow-monthly-2

 

flow-monthly-3

 

2) Secondly, you should choose an object’s record that will trigger the Flow.
In our case, this is an Opportunity. On Opportunity, we should create a new custom field (Formula boolean).

flow-monthly-4

 

This formula will be set to TRUE when our value in custom settings will be equal DAY(TODAY)
Formula: DAY(TODAY())= $Setup.Bonus_Manager__c.Start_Flow_Date__c

 

3)After creating your Flow, you should Set a Schedule Daily, and choose Opportunity with Monthly_Schedule__c = TRUE

flow-monthly-5

 

flow-monthly-6

 

You can use this solution in any business case when you need to schedule flow monthly. In our case, we used the logic to calculate bonuses on a monthly basis.

 


Julia Gaidalenok
Project Manager
Question to the expert
Related Articles
All articles
Save the dates! Upcoming Salesforce events are here!
Training is an essential part of the person’s growth as a professional. Especially it’s important to learn something new for developers on an ongoing basis because they are the ones who meet unique business issues and create the best solutions that bring to life any client's wishes. Salesforce has always tried to provide all the partners with opportunities to learn and develop. We present you a useful list of upcoming events from Salesforce that can be an interesting and valuable pastime.
08 April 2021
Augmented Reality for Business. FieldXR Project part 3
In the previous articles, the JET BI project, Structure Sensor SDK, and the problem of identifying the scanned object were described. Also, we considered the calculating algorithm of the found 3D model position for displaying in the scanned object coordinates. Today we perform the process of developing the JET BI FieldXR project.
29 March 2021
How to work with the identified 3D objects. FieldXR project part 2
This post is the second article in the series that covers FieldXR app, an extension for Salesforce Field Service with deep visualization functionality.  We have already raised the issue of collecting 3D information about the real world required for the app’s correct operation. In this article, we will highlight the next two pain points: identifying the scanned object and calculating the position of the found 3D model for displaying in the scanned object’s coordinates.
25 March 2021