Book Image

Learning Salesforce Visual Workflow

By : Rakesh Gupta
Book Image

Learning Salesforce Visual Workflow

By: Rakesh Gupta

Overview of this book

Table of Contents (14 chapters)
Learning Salesforce Visual Workflow
About the Author
About the Reviewers

Hands on 7 – creating schedule jobs using a Flow

Scheduled jobs are automated portions of work that can be performed at either a particular time or on a recurring schedule. For example, a business wants to run a daily job at night to send out an e-mail to Opportunity owners within one week of the Opportunity close date. You can also solve a few of them using Flow and Process Builder.

A business scenario: Sara Bareilles is working as a system administrator in Universal Container. She has received a requirement to create a schedule job that will run every night at 11:00 P.M. to add all new users created on that day to the Chatter group Sales Executive. Currently, the administrator has to manually add new users to the Chatter group Sales Executive. Universal Container grants Salesforce access to their users using Salesforce license only.

We will use Flow and Process Builder to solve it. Following is the approach that we are going to follow to solve the preceding business requirement:

  1. Create a...