Creating a Schedule-Triggered Flow in Salesforce: A Step-by-Step Guide

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Here’s the hidden issue with Salesforce that no one tells non-tech managers.
Did you happen to know that the end of support for Process Builder and Workflows is pushing many Salesforce admins to transition to flows? This shift is crucial, as flows offer greater flexibility and power, but they also introduce more complexity.

1. Industry Trend
– Salesforce is phasing out Process Builder and Workflows.
– The transition to flows is becoming necessary to maintain automation capabilities.

2. Salesforce-Specific Insights
– Schedule-Triggered Flows are a key focus due to their ability to automate tasks efficiently.
– Unlike Time-Based Workflows, they only require a start time, enhancing automation capabilities without manual intervention.

3. Implications and Challenges
– Admins may find the transition daunting due to the increased complexity and capabilities of flows.
– Flows offer more flexibility, supporting tasks like updating records and sending notifications on a schedule.

4. Recommendations and Takeaways
– Gain a clear understanding of the process you want to automate before using Flow Builder.
– Ensure you have the necessary permissions and access to Flow Builder in Salesforce Setup.
– Sketch the entire process on paper to visualize it better before building in Salesforce.

Conclusion on Salesforce Technical Debt
Salesforce technical debt, if not managed, can negatively impact business growth. Managing this debt is critical to achieving maximum ROI. By proactively addressing these issues, you can support strategic business objectives and ensure seamless operations.

As you transition to flows, consider the powerful capabilities they bring to your Salesforce org. Embrace this change to enhance automation and streamline processes, setting your organization up for future success.

You can read it here: https://sfdc.blog/DTNOa

Source from salesforceben(dot)com

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