What Is a schedule-triggered flow?
A schedule-triggered flow runs in the background at a specified time and at a repeated frequency (daily, weekly, or once) to perform actions on a batch of records. Schedule-triggered will save time and minimize manual data update risk by automating these updates. Schedule-triggered flows can be monitored and managed in Setup from the Scheduled Jobs page. You can schedule flows to run in off-hours to minimize potential record conflicts with users. A schedule-triggered flow runs independently of a record change.
From the New Flow menu, select Schedule-Triggered Flow and you can start building your new flow.
These are some example use cases solved with a schedule-triggered flow.
- Deactivate users who have not logged in to Salesforce in X days; runs weekly on Saturdays at 10:00 AM.
- Send a custom notification daily at 8:00 AM reminding customer service reps to update open cases that have not been updated in over 5 days.
- Send birthday emails to customers for those celebrating a birthday; runs daily at 9:00 AM.
- Send a survey to students who complete a course that week on Fridays at 6:00 PM.
- Do a one-time bulk update of contact records to update a value of a new picklist field so all existing records have complete data.
- Send a reminder to the customer whose payment is past due by 10 days every week on Fridays at 12:00 PM.
- Do a one-time bulk update from ‘N/A’ to ‘Not Applicable’ for consistency in an opportunity field.
