Duplicating the Schedule Flow Template
- Abraham Lloyd
- Nickolette De Clerck
This guide will walk readers through duplicating Cuneiform for CRM®’s schedule-triggered flow template – so that the template instance can be configured for profiling automation. Please note that these steps require access to Salesforce Setup and explain how to duplicate a flow template.
Applies TO | CUNEIFORM FOR CRM CUNEIFORM FOR DATA CLOUD
Create a Copy of the Profile Results Schedule Flow Template
The first step in automating profiling for a given profiling definition is to duplicate Cuneiform for CRM’s schedule-triggered flow template. This duplicate will be uniquely named and configured with the schedule, profiling definition, and user that will be used to drive profiling.
Please follow the instructions outlined in this guide to locate Cuneiform for CRM’s schedule-triggered tlow template and create a uniquely-named copy that can be configured and scheduled.
This article will demonstrate how to create a unique and customizable copy of Cuneiform for CRM’s schedule-triggered flow template that can be configured with a custom profiling schedule.
Table of Contents
Additional Resources
Salesforce Documentation
Schedule-Triggered Flow Considerations. A schedule-triggered flow starts at the specified time and frequency for a batch of records. Understand the considerations and special behaviors of schedule-triggered flows, also known as scheduled flows.
YouTube
Can you Schedule a Flow in Salesforce? The short answer: yes. Watch the full video to see 2 ways to schedule flows in Salesforce!
Trailhead
Autolaunched and Scheduled Flows. Build screenless flows launched by a button, a schedule, or other automation.
Self-Driven Workflow
Detailed Instructions
Perform the following instructions to duplicate the schedule-triggered flow template:
From the Setup menu, input
Flowsin the Quick Find search and select the Flows option that appears.From the list of flows, locate and select the schedule-triggered flow labeled Cuneiform: Profiling Definition: Profile Results: Schedule Flow.
Click the gear icon to view the flow properties.
Copy the content in the Description field and paste it somewhere you can easily access it later.
If for some reason you can't locate this description, please copy from here:... this flow enables Cuneiform for CRM: Administrators to schedule profiling for a given Profiling Definition -- and automate the capturing of profiling details on a regularly recurring schedule that is declaratively configured."Close the flow properties dialog.
Click the Save As button to create a copy of the Profile Results: Schedule Flow. This copy will be customized to support automated profiling for a given profiling definition.
Specify a unique Flow Label to name the flow. We recommend you incorporate the name of the profiling definition you intend to automate with this flow. The flow is named "Cuneiform: Scheduled: Account Profiling" for this demonstration.
After inputting the Flow Label, the Flow API Name will automatically generate.Paste the description copied in step 4 into the Description field.
If for some reason you can't locate this description, please copy from here:"... this flow enables Cuneiform for CRM: Administrators to schedule profiling for a given Profiling Definition -- and automate the capturing of profiling details on a regularly recurring schedule that is declaratively configured."Click Save to save the new flow from the template.
Close the dialog warning you about the starting date and time.
Because this new flow was copied from a template, the application will warn you that the flow won't be able to run because the start date and time are set in the past. The next set of instructions will address updating the start date, time, and frequency.
Nice work! You’re now ready to proceed to the next steps in Define the Profiling Schedule.