Configuring the Profiling Definition Key to Schedule
- Abraham Lloyd
- Nickolette De Clerck
This guide describes retrieving a profiling definition key to schedule and configuring this ID in a schedule flow via the ProfilingDefinitionKey constant. Please note that users seeking to schedule profiling must have access to Setup – and the ability to create and edit Salesforce Flows.
Applies TO | CUNEIFORM FOR CRM CUNEIFORM FOR DATA CLOUD
Retrieve and Configure the Profiling Definition Key to Schedule
The next step in scheduling a profiling definition is to retrieve the key for the definition to schedule and configure it via the customized schedule flow. This walkthrough explains how to retrieve a profiling definition's key and configure it via one of the two flow constants used to customize the flow’s behavior.
Please follow the instructions outlined in this guide to configure the profiling definition to schedule.
This article will demonstrate how to configure the profiling definition that will be scheduled.
Table of Contents
Additional Resources
Salesforce Documentation
Flow Resource: Constant. Store a fixed value that can be used but not changed throughout a flow.
Trailhead
Learn About Flow Variables. For most flow use cases, you need at least one variable. Variables store much of the information a flow uses, so without them, flows can’t work their powerful magic.
Developer Console Basics. Get to know the Salesforce web-based integrated development environment (IDE). The Developer Console is an integrated development environment (typically called an IDE) where you can create, debug, and test apps in your org.
Write SOQL Queries. To read a record from Salesforce, you must write a query. Salesforce provides the Salesforce Object Query Language, or SOQL for short, that you can use to read saved records. SOQL is similar to the standard SQL language but is customized for the Lightning Platform.
Self-Driven Workflow
Detailed Instructions
Perform the following steps to configure a profiling definition for scheduling:
From the Cuneiform for CRM app, click the Profiling Definitions tab at the top of the page.
Locate the profiling definition you want to automate with the flow configured in the previous instructions. Copy the profiling definition's definition key to use later.
Navigate to Setup.
Using the Quick Find field, search for and select Flows.
Locate and select the flow you created in the previous instructions.
In the upper left corner, click the Toggle Toolbox icon to open configuration options for the flow.
Click ProfilingDefinitionID below Constants. From this option, we define the specific profiling definition the flow will automatically run once setup and activation are complete.
Paste the profiling definition's definition key in the Value field.
Click Done to complete assigning the profiling definition.
Click Save to save the flow's new configuration.
