Duplicating the Exception Log Purge Schedule Flow Template
- Nickolette De Clerck
- Abraham Lloyd
This guide walks 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
Table of Contents
Duplicate the Exception Logs Purge Records Schedule Flow Template
The first step in automating exception log record purges is duplicating the schedule flow template included with Cuneiform for CRM. This duplicate will be uniquely named and configured with a custom schedule.
Please follow the instructions outlined in this guide to locate Cuneiform for CRM’s schedule-triggered flow 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 exception log purge flow template that can be configured with a custom schedule.
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 steps to duplicate the schedule flow template:
From the Setup menu, use the Quick Find to search for flows and select the Flows option.
In the flows list view, locate and select the flow labeled Cuneiform: Exception Logs: Purge Records: Schedule Flow.
Click the Save As button to create a copy of the flow, which you'll modify to meet your exception log purging needs.
Specify a unique Label and API Name describing this flow and consider including the action the flow is automating.
In this example, we title the flow Cuneiform: Scheduled Exception Log Purging to describe the flow’s action. We also recommend using a consistent prefix (ex., Cuneiform: Scheduled).
In the Description field, type a description of what the flow is automating.
In this example, our description reads, "This flow automates the regular purging of exception logs related to profiling definitions." The purpose and characteristics of automated processes should be documented to ensure that Admins understand these processes and their purpose.
Click the Save button to create the new flow with the Label, API Name, and Description specified.
Congratulations! You can now move on to the next step in automating purging exception logs: