Schedule a Batch Job

Use a schedule-triggered flow to schedule your bulk policy renewal jobs to run automatically at a specified time and frequency. Make sure that each job run uses a unique identifier for easier monitoring of the policy renewal process. Schedule a custom Apex action by using the same approach.

1. In Setup, find and select Flows.
2. Click New Flow.
3. Select Schedule-Triggered Flow.
4. Set the start date, time, and frequency for the job.
5. Create a formula resource to generate a unique jobIdentifier for each run.
   1. Select Formula as the resource type.
   2. Enter an API name.
   3. Select Text as the data type.
   4. Consider these strategies based on how frequently jobs are triggered.

      Format	Description
      PolicyRenewal_<unixtimestamp>	Unique if only one job is created per second.
      PolicyRenewal_<unixtimestamp>_<last 4 chars of Flow.InterviewGuid>	Unique for multiple jobs created per second.
      PolicyRenewal_<Flow.InterviewGuid>	Unique for all jobs.

      The last four characters of Flow.InterviewGuid isn't often unique, so they must not be used as a standalone identifier.
   5. Enter this formula.

      "PolicyRenewal_" & TEXT(UNIXTIMESTAMP(NOW())) & "_" & RIGHT({!$Flow.InterviewGuid}, 4)
      

      • Length of unixtimestamp is 10 characters.
      • Length of Flow.InterviewGuid is 43 characters.
6. Add the Action element to your flow.
7. In batch job actions, select your batch job definition.
   This batch job is used as an invocable action to be called when the scheduled flow runs.
8. Pass all the required batch job parameters to this action, including a unique jobIdentifier.
9. Save and activate the batch job.