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?
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)).
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).
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
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.
