Skip to main content

How to schedule Flow Monthly in Salesforce

About Us
Published by jetbi
19 March 2021
168

 

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

We have available resources to start working on your project within 5 business days

2 Senior Developers

1 SF Consultant

2 QA engineers

2 Admins

Related Articles
All articles
JET BI Products. New goals - New journey
It often happens that for a successful result ahead, it is necessary to look back. We are proud that analyzing the work done earlier on JET BI product solutions, we see tremendous efforts and a long list of achievements. Throughout our history, we have developed more than 15 product solutions, some of which are already helping our customers, while the others are successfully resolving our internal needs.
29 July 2021
Salesforce Clouds: when to implement which one
Salesforce became the first company in the world that took CRM to the cloud, enabling companies to access all of their customer information online, from any device, anywhere in the world. A well-thought-out platform provides a great basis for business. And this great idea gave rise to Salesforce Clouds - platform-based solutions for a wide range of industries and business cases. Let’s dive into Salesforce Clouds World and explore when to implement which one.
21 July 2021
3 secrets of effective exam preparation. The magic of eLearning Tool
Have you ever prepared for the exam? For sure, yes. And have you encountered the situation when you had read tons of stuff, but on Day X it turns out that you miss something important? Congratulations! You are one of the million people who faced the problem of inefficient exam preparation. Meet eLearning Tool - the platform by JET BI that will make the corporate ‘students’ life a bit easier.
10 June 2021