Every Month Automatically Create New Record using Scheduled Triggered Flow #inSalesforce

Every Month Automatically Create New Record using Scheduled Triggered Flow #inSalesforce

Everyday flow will run and check if today is first of the month, then create sample record for each Account provided criteria matches else wont create sample record

Suppose we have a object called Sample - Look-Up to Account, When Account Rating is Hot, a new Sample Object Record is Created

Create a Scheduled Triggered Flow, Start Date and End Date as needed, Daily, No Object to be selected here

Decision: Day of the Month

FirstDay

Criteria: New Resource dayoftheMonth: DAY(TODAY()) equals 1

NotFirstDay: End

Yes: Its first of the month, proceed further

GET:

getAccounts

Rating equals Hot

All Records

Loop:

foreachAcct

Collection: getAccounts

Assignment:

AssignSampleRecord&AddToCollection

Create Sample Record

[Create variable - sampleVariable, Datatype - Record, Sample Object]

Sample.SampleField__c equals CurrentItem.AnnualRevenue

Sample.Account equals CurrentItem.Account

[Create new resource called sampleVariableCollection, Multiple Selected, Datatype - Record, Sample Object]

sampleVariableCollection Add sampleVariable

Post Loop, Create Element:

Create Sample Records

sampleVariableCollection

Save the flow, Debug and Activate

Visual: https://www.youtube.com/watch?v=w9M7mgqMGbI