Schedule-Triggered Flows allow you to automate processes and perform actions on a scheduled basis. Unlike other types of flows that are triggered by user interactions or record changes, schedule-triggered flows are initiated based on a predefined schedule, such as a specific date and time or a recurring interval. They are especially useful for automating repetitive tasks, time-based actions, and batch processing. Here are the key features for Schedule-Triggered Flows:
•\ Scheduled Automation: Schedule-Triggered Flows are designed to run at specific times or intervals without requiring manual user intervention. You can define when the flow should run, such as daily, weekly, or on a specific date.
•\ Time-Based Logic: These flows can incorporate time-based logic to determine which actions to take based on the current date, time, or day of the week.
•\ Batch Processing: Schedule-Triggered Flows can process records in batches, allowing you to handle a large volume of records in chunks, which is particularly useful for data cleanup, maintenance, and updates.
•\ Record Updates and Actions: Use these flows to update records, send email notifications, create tasks, and perform various other actions on a scheduled basis.
•\ Recurrence Patterns: You can define recurring schedules using patterns like daily, weekly, monthly, or annually. For example, you can schedule a flow to run every Monday at 10:00 AM.
•\ Time Zone Considerations: The flow’s scheduled run times are based on the organization’s time zone settings, ensuring that the automation aligns with your business hours.
•\ Start and End Dates: Specify a start date and, if needed, an end date to control the period during which the flow should run.
Some examples of use cases for Schedule-Triggered Flows include
•\ Data Maintenance: Automate data cleanup tasks like archiving old records, updating expired records, or removing duplicates.
•\ Follow-Up Communications: Send follow-up emails to customers after specific events or milestones, such as purchase confirmation emails.
•\ Reminders: Create scheduled reminders for users to review or take action on records after a certain period of time.
•\ Recurring Tasks: Automate tasks like data backups, report generation, and record updates on a regular basis.
•\ Time-Dependent Workflows: Use schedule-triggered flows as an alternative to time-dependent workflow rules, providing greater flexibility and capabilities.
Autolaunched Flows are a type of flow that can be initiated and executed without any direct user interaction or record-based trigger. Unlike other flow types that are triggered by user actions or record changes, autolaunched flows are designed to be started and executed programmatically and implementing business logic without user interface elements. Here are the key features for Autolaunched Flows:
•\ Programmatic Execution: Autolaunched flows are intended to be initiated and executed programmatically using various tools and integrations within Salesforce.
•\ External System Integration: These flows can be triggered by external systems or events, allowing you to integrate with third-party applications, services, or custom processes.
•\ Automation: Autolaunched flows are a way to encapsulate and automate complex processes that involve multiple steps, decision-making, and interactions.
•\ Data Manipulation: You can use autolaunched flows to manipulate data, perform calculations, update records, send notifications, and more.
•\ Record Creation and Updates: Autolaunched flows can create new records or update existing records based on predefined logic.
Some examples of use cases for Autolaunched Flows include
•\ Integration with External Systems: Initiate flows based on events or
data changes from external systems to keep data synchronized.
•\ Data Migration: Use flows to transform and migrate data from one object or system to another.
•\ Data Enrichment: Automatically enrich records by querying external data sources and updating records with additional information.
•\ Complex Logic: Implement complex business logic that involves decision-making, multiple steps, and interactions without direct user input.
•\ Mass Updates: Use flows to update a large number of records with specific criteria in a controlled and automated manner.
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