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Let's Get Flowing - Schedule-Trigger Flow

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

When

Tuesday, Sep 15
11:30 AM - 12:30 PM (CDT)

Group Leaders

  • Terry Miller

    Terry Miller

    Home Team Consulting

    Leader

  • Carissa Christensen

    Carissa Christensen

    Hearth

    Community Group Leader

Local sponsors

Sponsors

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