/
Automate Profiling Using Salesforce Flow

Automate Profiling Using Salesforce Flow

Owned by Abraham Lloyd
Last updated: Apr 10, 2024

This guide will explain how to configure the Cuneiform® for CRM scheduled flow prerequisites that enable the generation of email notifications from within its scheduled trigger flows.

Applies TO | CUNEIFORM FOR CRM CUNEIFORM FOR DATA CLOUD

Admin access to your Salesforce org is required to schedule Profiling Definitions. Please note that users seeking to schedule profiling must have access to Setup – and the ability to create and edit Salesforce Flows.

Automate Profiling via Schedule Flows

Profiling definitions can be scheduled via Salesforce Flow to monitor objects, fields, and records daily or weekly. Cuneiform for CRM includes a flow template that can be customized to automate profiling for a specific profiling definition. You can use the following walkthroughs to learn how to perform these customizations.

Please Complete the Flow Scheduling Prerequisites Before Moving Forward

As a reminder, we recommend all users complete the Flow Scheduling Prerequisites before moving forward with the schedule flow configuration. Our flow template includes logic to email users when a profiling exception is caught during scheduled profiling.

The email delivery logic depends on configuring the Automated Process User to send emails. Our Flow Scheduling Prerequisites explain how to configure this feature. Failure to do so will not prevent flow execution – but it will prevent notification delivery.

Schedule Flow Configuration Requirements

Cuneiform for CRM schedule flows have two configuration requirements. The flow template includes two constants that are used to configure:

  • The profiling definition key being automated

  • The username that will be used to execute profiling

The flow template leverages the profiling definition key to retrieve the Salesforce object, fields, and records that will be profiled. It leverages the username to apply field-level security (FLS) during profiling so that only the fields and records visible to the user are processed and analyzed by Cuneiform for CRM.

Duplicating the Schedule Flow Template
five minutes

Learn how to take Cuneiform for CRM’s Profile Results: Schedule Flow template and create custom instances that can be configured to automate profiling for a given profiling definition and user.

Defining the Profiling Schedule
five minutes

Use Salesforce Flow’s schedule-triggered flow capabilities to schedule a profiling definition to profile on a one-time, daily, or weekly basis.

Configuring the Profiling Definition Key to Schedule
five minutes

Configure the schedule flow template instance using a profiling definition key.

Configuring the Profiling Username to Schedule
five minutes

Learn how to configure a schedule flow template to be executed by a specific username.

Activating the Profile Results Schedule Flow
five minutes

With prerequisites complete, the flow template duplicated, the automation schedule defined, and the template instance configured with the profiling definition and user to leverage during profiling – the flow is ready to be activated so that profiling can now occur following the automation schedule.