Sometimes Later Is Better Session at Midwest Dreamin'
You go through life, and it sometimes feels like drinking from a firehose. This is also through for systems. The current work can overwhelm the available resources. Salesforce Scheduled (a.k.a. Schedule-Triggered) flows are an excellent way to defer some of the work and give your system resources a breather. I discussed this solution this past weekend in Minneapolis at Midwest Dreamin’ but needed more time to go into a step-by-step tutorial. Let me describe the use case here.
Use case:
You need to track key performance indicators for your operation daily and build a history. Out-of-the-box reporting functionality and report snapshots are not powerful enough for you. In addition, you want to perform sophisticated mathematical calculations and expand your solution in the future to include details from related object records as well. You want to leverage something other than rollups as the value of a rollup field changes dynamically. In conclusion, you decided to track these KPIs for cases daily:
- Count of Created: Created in the previous 24 hours.
- Count of Modified: Modified in the previous 24 hours.
- Count of Open: Count of open cases at midnight.
- Count of Closed on Date: Closed in the previous 24 hours
- Max Wait Open in Hrs: Max Wait on the oldest open case at midnight.
- Average Wait Open in Hrs: Average Wait of all open cases at midnight.
Enjoy
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Business Systems Leader | Salesforce Architect | Muses about Salesforce DevOps, Integrations, and Flow Like a Developer | mattpieper.com
1 å¹´Such a great post, why? Because I've refactored so many flows lately that fired on _every_ record for the purpose of metrics. Scheduled off-peak flows can save your users a lot of headache.
Realtor Associate @ Next Trend Realty LLC | HAR REALTOR, IRS Tax Preparer
1 å¹´Thanks for Sharing.