Automate Data Monitoring with Flow

Applies TO | CUNEIFORM FOR CRM CUNEIFORM FOR DATA CLOUD

Profiling Automation

Profiling definitions can be scheduled via Salesforce Flow to monitor objects, fields, and records daily or weekly. Schedule-triggered flows, however, have a handful of prerequisites that must be configured to support email notifications during flow execution.

Flow Scheduling Prerequisites
FIVE MINUTES

Cuneiform for CRM and Cuneiform for Data Cloud users that schedule profiling definition flows will receive an email with exceptions caught during the flow’s automated execution. This feature requires at least one organization-wide email address to be configured in your Salesforce org, and a verified email address is assigned to the automated process user.

Automate Profiling with Salesforce Flow
TEN MINUTES

Cuneiform for CRM ships with a schedule-triggered flow template that can automate profiling for a configured profiling definition. Create a copy of the template, define your automation schedule, and specify the profiling definition to execute – and the user to run as.

This scheduled-trigger flow can be used to automate profiling for Cuneiform for CRM and Cuneiform for Data Cloud.

Automate Purging Exception Logs Using Salesforce Flow
TEN MINUTES

Cuneiform for CRM captures and audits exceptions generated by its usage within a given Salesforce org. We catch these exceptions to audit their details – including the exception type, source, and relationship to other metadata in our application (ex., Profiling Definitions, Profiling Results, etc.). To avoid cluttering exception logs and keeping valuable information accessible, we’ve included a flow template you can duplicate and update to purge exception logs automatically.

This scheduled-trigger flow can be leveraged to prune legacy log entries generated by Cuneiform for CRM and Cuneiform for Data Cloud. The process described in this article applies to both products.

Automate Purging Profiling Results Using Salesforce Flow
TEN MINUTES

Once a profiling definition is run, Cuneiform for CRM creates profiling results generated by its usage within a given Salesforce org. We’ve included a flow template you can duplicate and configure to purge profiling results automatically after they reach a certain age.

This scheduled-trigger flow can be leveraged to prune legacy profiling results generated by Cuneiform for CRM and Cuneiform for Data Cloud. The process described in this article applies to both products.

Additional Resources