How to Schedule a Salesforce Flow Monthly

  Рет қаралды 3,285

Rotive - Brian Hays

Rotive - Brian Hays

Күн бұрын

Пікірлер: 16
@CarlosGarcia-tb5wz
@CarlosGarcia-tb5wz 2 ай бұрын
Good Workaround
@Rotive
@Rotive 2 ай бұрын
Glad it was helpful!
@alansifuentes1245
@alansifuentes1245 2 ай бұрын
Very helpful! thank you
@Rotive
@Rotive Ай бұрын
You're welcome! If there's any topic you'd like me to go more in-depth on, let me know!
@rodrigoleyva2297
@rodrigoleyva2297 Ай бұрын
Very helpful buddy, thnks
@Rotive
@Rotive Ай бұрын
You're welcome!
@OyaBuyukcelen
@OyaBuyukcelen Ай бұрын
Hİ. How can I make it work on the first Monday of every month?
@mchan9424
@mchan9424 Жыл бұрын
Video is totally worth it!
@Rotive
@Rotive Жыл бұрын
Thank you! Glad you found it valuable.
@dangramit
@dangramit 9 ай бұрын
Terrific - thank you Brian
@Rotive
@Rotive 8 ай бұрын
Thanks, Dan!
@terrycole
@terrycole Жыл бұрын
Nice!
@zenubio01
@zenubio01 8 ай бұрын
Plot twist, how do you get it to only run on the last day of the month? For example if your decision node says Day of Month => 28. It's going to run on March 29th because that statement is true, but I don't want it run until the 30th. For my use case, I was just able to look for overdue records and tell it to just run on the first of the month, but thought this might be an interesting challenge. Love your videos Brian, keep it up!
@juliebaxterneeatkin2571
@juliebaxterneeatkin2571 8 ай бұрын
Hi - I created another formula for 'Month of year' to display 1 to 12, then included that in the decision criteria. If Day of month = 31 and Month of year is 1, 3, 5, 7, 8, 10, 12 If Day of Month = 30 and Month of year is 4, 6, 9, 11 If Day of Month = 28 and Month of year is 2 It may be better to do all that as part of a formula checkbox though, ('today is last day of month) then put the checkbox formula as the decision criteria 'if today is last day of month is true'.
@Rotive
@Rotive 8 ай бұрын
Love this question. Julie's formula looks good to me, but I'd try and simplify it by looking at tomorrow's date. TODAY() + 1 will give you tomorrow's date, then you can wrap that in the DAY() function to return the day of the month for tomorrow. If tomorrow's day of the month = 1, then you know today is the last day of the month. Should work on leap years too.
@juliebaxterneeatkin2571
@juliebaxterneeatkin2571 8 ай бұрын
@@Rotive Fabulous! I am going to change my formula!
Custom Flow Solution: Warn Sales of Price Changes
18:23
Rotive - Brian Hays
Рет қаралды 836
How to Trigger a Salesforce Flow on Deletion
9:30
Rotive - Brian Hays
Рет қаралды 1,8 М.
My scorpion was taken away from me 😢
00:55
TyphoonFast 5
Рет қаралды 2,7 МЛН
Beat Ronaldo, Win $1,000,000
22:45
MrBeast
Рет қаралды 158 МЛН
Une nouvelle voiture pour Noël 🥹
00:28
Nicocapone
Рет қаралды 9 МЛН
IL'HAN - Qalqam | Official Music Video
03:17
Ilhan Ihsanov
Рет қаралды 700 М.
How to Create an Event RSVP Form in Pardot (Account Engagement)
10:51
Rotive - Brian Hays
Рет қаралды 954
Scan and Generate QR Codes in Salesforce
12:18
Rotive - Brian Hays
Рет қаралды 3 М.
How to Create Recurring Payments for Subscriptions in Salesforce Flow
13:23
How to create a Scheduled Flow with Example
11:18
Pratima
Рет қаралды 20 М.
Salesforce Flow: Copy Billing Address to Shipping Address
10:56
Rotive - Brian Hays
Рет қаралды 2,1 М.
It's Flow Easy with These Winter 24' Flow Features!
26:14
Salesforce Adam
Рет қаралды 2 М.
Create Tasks When a Task is Completed Using Salesforce Flow
7:23
Rotive - Brian Hays
Рет қаралды 1,9 М.
My scorpion was taken away from me 😢
00:55
TyphoonFast 5
Рет қаралды 2,7 МЛН