Automate Purging Profiling Results Using Salesforce Flow
- Nickolette De Clerck
- Abraham Lloyd
This guide explains how to configure the Cuneiform® for CRM scheduled flow prerequisites that enable purging exception logs automatically on a regular schedule.
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 Purging Profiling Results via Schedule Flows
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.
Duplicating the Profiling Results Purge Schedule Flow Template
FIVE MINUTES
Learn how to take Cuneiform: Profiling Definition: Purge Results: Schedule Flow template and create custom instances that can be configured to automate exception log purging.
Defining the Profiling Results Purge Schedule Flow
five minutes
Use Salesforce Flow’s schedule-triggered flow capabilities to schedule purging profiling results purging on a one-time, daily, or weekly basis.
Activating the Profiling Results Purge Schedule Flow
TWO minutes
Activate your newly created and defined flow to automatically purge profiling results regularly.