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Salesforce Admin Group, Trichy
Alternate for Scheduled Apex
using Flow Builder
Kadhar Basha J
Salesforce Admin Group, Trichy
Trailblazer Community Group Leader
MST Solutions
Sundaravel J
Salesforce Admin Group, Trichy
Trailblazer Community Group Co-Leader
MST Solutions
Salesforce Admin Group, Trichy
Salesforce Admin Group, Trichy
Speaker
Padmavathy T
MST Solutions
Today’s Agenda
• What is a Schedule-Triggered Flow?
• Things to Note
• Apex Code - Example
• Alternate Elements for Apex Code
• Demo
• Questions & Answers
• Conclusion
What is a Schedule-Triggered Flow?
Logo
• It is an auto-launched flow introduced in Winter’20 release
• We can schedule it to start at a specific date and time
• Different frequencies to run
 Once
 Daily
 Weekly
• Runs for each record in the batch and stores record’s field values in
the $Record global variable.
• Scheduled-Trigged Flow always runs in System mode.
Things to Note
Logo
• The Start Time is based on the Salesforce org’s default time
zone.
• Start Time differs based on user’s time zone.
• View All Data permission required.
• Flow interviews per 24 hours is 2,50,000
• Flows are bulikfied
• We can see debug of the scheduled flow in debug logs
• We can track the number of records with the
FLOW_START_SCHEDULED_RECORDS event
Things to Note
Logo
• Deleting a schedule-triggered flow interview from the Scheduled
Jobs, all future recurrences of that flow are cancelled.
• Run as the Automated Process user.
• Enable Filter inaccessible fields from flow requests in your org’s
process automation settings. Otherwise, the flow fails because
the Update Records element tries to set the values for system
fields and other read-only fields.
• Using multiple filters defaults to AND for different fields.
Scenario
Logo
• Update: Tasks’ status to Auto-Closed
• Condition: If open non-recurring tasks’ Due date passed 7 days
• Schedule: Daily
Apex Code
Logo
global class CloseTasks_AC implements Database.Batchable<sObject>
{
global Database.QueryLocator start(Database.BatchableContext BC)
{
String query = 'SELECT Id, Status, Due_Date_Passed__c,
IsRecurrence FROM Task WHERE IsClosed = False AND
Due_Date_Passed__c = True AND IsRecurrence = False';
return Database.getQueryLocator(query);
}
global void execute(Database.BatchableContext BC, List<Task>
taskList){
Apex Code
Logo
List<Task> tasks = new List<Task>();
if(taskList.size() > 0)
{
for(Task tsk : taskList)
{
tsk.Status = 'Auto-Closed';
tasks.add(tsk);
}
}
Apex Code
Logo
if(tasks.size()>0)
update taskList;
}
global void finish(Database.BatchableContext BC)
{
}
}
Alternate Elements for Apex Code
Logo
global Database.QueryLocator start(Database.BatchableContext BC)
{
String query = 'SELECT Id, Status, Due_Date_Passed__c, IsRecurrence FROM Task WHERE
IsClosed = False AND Due_Date_Passed__c = True AND IsRecurrence = False';
return Database.getQueryLocator(query);
}
Alternate Elements for Apex Code
Logo
if(taskList.size() > 0)
{}
Alternate Elements for Apex Code
Logo
for(Task tsk : taskList)
{}
Alternate Elements for Apex Code
Logo
tsk.Status = 'Auto-Closed';
Alternate Elements for Apex Code
Logo
List<Task> tasks = List<Task>();
..
..
newtasks.add(tsk);
Alternate Elements for Apex Code
Logo
update taskList;
Alternate Elements for Apex Code
Logo
Scheduling a flow using Apex, Anonymous window or CRON Expression or through
Configuration
Launch
DEMO
Quiz
Logo
1) A screen flow can be launched using a custom link.
True
False
Ans: True. /flow/flow_Name
2) Schedule-Triggered flow can be scheduled monthly
True
False
Ans: False
Quiz
Logo
3) Can we create formula to filter records in flow?
Ans: No. We cannot directly create formula in flow.
We can create a formula field and use it in the flow.
4) Can we change the datatype of the variable created in the flow?
Ans: No
Quiz
Logo
5) Where can we find the scheduled flow interviews?
Ans: Scheduled Jobs
6) What will happen when we delete the flow interviews of active flow in
scheduled jobs?
Ans: Future recurrences of that flow are cancelled. To enable future runs,
deactivate and reactivate the flow.
Quiz
Logo
7) Which interface needs to be implemented in apex to be used in
the flow?
Ans: Using @InvocableMethod annotation with Static method
8) Where we can find all the elements used in the current flow?
Ans: Manager tab in the left panel
Quiz
Logo
9) A flow is failing as it tries to update the system and read only fields.
What you should do to get rid of this error?
Ans: Enable “Filter inaccessible fields from flow requests” in your org’s
process automation settings.
10) What will be the time zone for the date/time field values at run time?
Ans: Values reflect the time zone settings of the running user
Conclusion
• New version of Flow contains all those options which is available after
wrote a huge lines of code in Apex.
• We are free from test classes.
• Are you a low code lover, then you should proceed with the
automation.
Alternate for scheduled apex using flow builder

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Alternate for scheduled apex using flow builder

  • 1. Salesforce Admin Group, Trichy Alternate for Scheduled Apex using Flow Builder
  • 2. Kadhar Basha J Salesforce Admin Group, Trichy Trailblazer Community Group Leader MST Solutions Sundaravel J Salesforce Admin Group, Trichy Trailblazer Community Group Co-Leader MST Solutions Salesforce Admin Group, Trichy
  • 3. Salesforce Admin Group, Trichy Speaker Padmavathy T MST Solutions
  • 4. Today’s Agenda • What is a Schedule-Triggered Flow? • Things to Note • Apex Code - Example • Alternate Elements for Apex Code • Demo • Questions & Answers • Conclusion
  • 5. What is a Schedule-Triggered Flow? Logo • It is an auto-launched flow introduced in Winter’20 release • We can schedule it to start at a specific date and time • Different frequencies to run  Once  Daily  Weekly • Runs for each record in the batch and stores record’s field values in the $Record global variable. • Scheduled-Trigged Flow always runs in System mode.
  • 6. Things to Note Logo • The Start Time is based on the Salesforce org’s default time zone. • Start Time differs based on user’s time zone. • View All Data permission required. • Flow interviews per 24 hours is 2,50,000 • Flows are bulikfied • We can see debug of the scheduled flow in debug logs • We can track the number of records with the FLOW_START_SCHEDULED_RECORDS event
  • 7. Things to Note Logo • Deleting a schedule-triggered flow interview from the Scheduled Jobs, all future recurrences of that flow are cancelled. • Run as the Automated Process user. • Enable Filter inaccessible fields from flow requests in your org’s process automation settings. Otherwise, the flow fails because the Update Records element tries to set the values for system fields and other read-only fields. • Using multiple filters defaults to AND for different fields.
  • 8. Scenario Logo • Update: Tasks’ status to Auto-Closed • Condition: If open non-recurring tasks’ Due date passed 7 days • Schedule: Daily
  • 9. Apex Code Logo global class CloseTasks_AC implements Database.Batchable<sObject> { global Database.QueryLocator start(Database.BatchableContext BC) { String query = 'SELECT Id, Status, Due_Date_Passed__c, IsRecurrence FROM Task WHERE IsClosed = False AND Due_Date_Passed__c = True AND IsRecurrence = False'; return Database.getQueryLocator(query); } global void execute(Database.BatchableContext BC, List<Task> taskList){
  • 10. Apex Code Logo List<Task> tasks = new List<Task>(); if(taskList.size() > 0) { for(Task tsk : taskList) { tsk.Status = 'Auto-Closed'; tasks.add(tsk); } }
  • 11. Apex Code Logo if(tasks.size()>0) update taskList; } global void finish(Database.BatchableContext BC) { } }
  • 12. Alternate Elements for Apex Code Logo global Database.QueryLocator start(Database.BatchableContext BC) { String query = 'SELECT Id, Status, Due_Date_Passed__c, IsRecurrence FROM Task WHERE IsClosed = False AND Due_Date_Passed__c = True AND IsRecurrence = False'; return Database.getQueryLocator(query); }
  • 13. Alternate Elements for Apex Code Logo if(taskList.size() > 0) {}
  • 14. Alternate Elements for Apex Code Logo for(Task tsk : taskList) {}
  • 15. Alternate Elements for Apex Code Logo tsk.Status = 'Auto-Closed';
  • 16. Alternate Elements for Apex Code Logo List<Task> tasks = List<Task>(); .. .. newtasks.add(tsk);
  • 17. Alternate Elements for Apex Code Logo update taskList;
  • 18. Alternate Elements for Apex Code Logo Scheduling a flow using Apex, Anonymous window or CRON Expression or through Configuration
  • 20.
  • 21. Quiz Logo 1) A screen flow can be launched using a custom link. True False Ans: True. /flow/flow_Name 2) Schedule-Triggered flow can be scheduled monthly True False Ans: False
  • 22. Quiz Logo 3) Can we create formula to filter records in flow? Ans: No. We cannot directly create formula in flow. We can create a formula field and use it in the flow. 4) Can we change the datatype of the variable created in the flow? Ans: No
  • 23. Quiz Logo 5) Where can we find the scheduled flow interviews? Ans: Scheduled Jobs 6) What will happen when we delete the flow interviews of active flow in scheduled jobs? Ans: Future recurrences of that flow are cancelled. To enable future runs, deactivate and reactivate the flow.
  • 24. Quiz Logo 7) Which interface needs to be implemented in apex to be used in the flow? Ans: Using @InvocableMethod annotation with Static method 8) Where we can find all the elements used in the current flow? Ans: Manager tab in the left panel
  • 25. Quiz Logo 9) A flow is failing as it tries to update the system and read only fields. What you should do to get rid of this error? Ans: Enable “Filter inaccessible fields from flow requests” in your org’s process automation settings. 10) What will be the time zone for the date/time field values at run time? Ans: Values reflect the time zone settings of the running user
  • 26. Conclusion • New version of Flow contains all those options which is available after wrote a huge lines of code in Apex. • We are free from test classes. • Are you a low code lover, then you should proceed with the automation.