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Let's Get Flowing - Schedule-Trigger Flow

Sep 15, 2020, 4:30 – 5:30 PM (UTC)

Salesforce User Group, Des Moines, United States

Flows are becoming more and more central to any Salesforce deployment so we're going to provide online training for those who want to spend a lunch hour with us.

About this event

Flows are becoming more and more central to any Salesforce deployment. We want to help you learn to build them.  Unlike our traditional meetups, we're going to host an online training session to work on Flows.  We hope you'll find this helpful.  All sessions will be recorded and available online.


Session Five: Schedule-Trigger Flow

Use Case:

  • Jones Insurance wants their Customer Service team to call policy owners two weeks after a claim has closed.
    • Claims are managed in a custom object and which has a Closed Date field.
  • To accomplish this, we want to use a Scheduled Flow to find Claim and create Cases. The Flow should run nightly and be assigned to the Customer Service Queue.

Topics Covered

  • Constants
  • Get Records
  • Global Variables
  • Global Actions
  • Debugging our Flow
  • Running the Flow

Speakers

  • Michelle Hansen

    NISC

    Senior Salesforce Admin

  • Terry Miller

    Home Team Consulting

    Independent Consultant

When

When

Tuesday, September 15, 2020
4:30 PM – 5:30 PM (UTC)

Agenda

Training

Group Leaders

  • Terry Miller

    Home Team Consulting

    Leader

  • Carissa Christensen

    ESO

    Community Group Leader

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