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How to schedule Flow Monthly in Salesforce

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Published by jetbi
19 March 2021
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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?

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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)).

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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).

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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

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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
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