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Use Scheduled Flow to follow up Opportunities 1 год назад


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Use Scheduled Flow to follow up Opportunities

Salesforce Scheduled Flow is a powerful automation tool that allows users to schedule the execution of complex business processes at specific intervals or times. It enables the creation of flows that can run automatically, without requiring manual intervention. Scheduled Flows can be set to run at regular intervals, such as daily, weekly, or monthly, or triggered at specific times and dates. They are particularly useful for automating repetitive tasks, data updates, and record processing. With Scheduled Flows, users can streamline their workflows, improve efficiency, and ensure timely execution of critical processes within the Salesforce platform. In this Video I will demonstrate how to create a schedule triggered flow to create a task for each Opportunity that is overdue (eg. close date in the past) #salesforce #salesforceflow #salesforceohana #flow

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