Scheduled Paths Flow In Salesforce

by Rijwan Mohmmed
scheduled-paths-flow-in-salesforce-techdicer

Hello friends, today we will discuss Scheduled Paths Flow In Salesforce. A record-triggered flow runs when a record changes in a specified way. But you can delay that automation by using a scheduled path. 

Actions on a scheduled path are triggered when the specified record change occurs but run after a period of time. This can be minutes, hours, days, or even months after the record change. They can also be scheduled for a period of time before or after a field on the triggering record.

Also, check this: Scheduled Flow In Salesforce

Key Highlights :

  1. We used this when sending out a reminder email a day before the scheduled test drive.
  2. We can give a delay after Trigger Flow.
  3. That will only be available in this use case when ‘Only when a record is updated to meet the condition requirements’ is selected.
  4. Once this has been saved, the Scheduled Paths option becomes visible and we can configure them.
  5. If you want part of the Flow to run at a dynamically scheduled time after the triggering event occurs.
  6. Use to run the action after a specific time.

Process :

Here we create a Trigger flow when an opportunity record is created/updated then we will create a task after 1 day after created date of Opportunity record.

Step 1: First of all we will create a trigger flow. Navigate to Setup > Flows > click New Flow. Create a Record-triggered flow. Select Record-triggered Flow and then click Next.

Scheduled Paths Flow In Salesforce-24
Scheduled Paths Flow In Salesforce-24

Step 2: Here we will setup up object and Entry Conditions. Also, Select Action and related records at the Bottom.

Step 3: Now we click on Add Scheduled Paths to configure Scheduled Path

Step 4: Here in the Scheduled path we add create record element and select Task record to create Task record.

Output :

Reference :

  1. Add a Scheduled Task to Your Flow
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