Retrieving Account Records for the Current Month with a Salesforce Scheduled-Triggered Flow

This article explains how to build a Scheduled-Triggered Flow in Salesforce that automatically finds Account records created in the current month and pushes their start date forward by 12 months. It walks through creating a custom field, building the flow logic, and testing the result.

Why This Flow Is Useful

Sometimes the standard Get Records element in a flow is not enough. You may need to retrieve records that match specific criteria and only run actions on certain scheduled days, such as the 7th of every month. This solution retrieves Account records with a start date in the current month and year, then extends each one by 12 months, keeping renewal or planning dates accurate without manual updates.

Step 1: Create a Start Date Field on Account

Create a new field named Start Date with the Data type Date by navigating to Setup > Object Manager > Account > Fields and Relationships

Step 2: Create the Scheduled Flow

Click Setup
Search for Flows in the Quick Find box, then click Flows
On the Flow screen, click New Flow
Select Scheduled-Triggered Flow from the Flow types and click Create
Set the appropriate start date and time for the flow to run

Step 3: Build a Formula to Check the Scheduled Day

Add a new Formula resource
Select Formula as the resource type
Set the return data type to Boolean
Write a formula that checks whether today matches the specified day, for example checking if today is the 7th of the month:

`DAY(TODAY()) = 7`

This formula returns true only on the 7th day of the month, which is what the next Decision element checks.

Formula resource configured to check if today is the 7th of the month

Step 4: Add a Decision Element for the Scheduled Day

Drag a Decision element onto the canvas
Configure it to evaluate whether today is the specified day, using the formula created above
Set the Decision element to take the Yes path if the formula returns True

Decision element configured to take the Yes path when the scheduled-day formula is true

Step 5: Get Account Records

Add a Get Records element to the flow
Configure it to retrieve records from the Account object
Add a condition so only Accounts with Type equal to Customer are retrieved

Get Records element configured to retrieve Account records where Type equals Customer

Step 6: Loop Through the Retrieved Accounts

Add a Loop element to iterate through the collection of Account records retrieved in the previous step.

Loop element iterating through the retrieved Account records

Step 7: Check if the Start Date Falls in the Current Month and Year

Configure a formula to return true when the Start Date has the same month and year as today

`MONTH({!Loop_through_Account_Records.Start_Date__c}) = MONTH(TODAY()) && YEAR({!Loop_through_Account_Records.Start_Date__c}) = YEAR(TODAY())`

This formula compares the month and year of each Account's Start Date to the current month and year, so only records started this month move forward.

Formula comparing the Account Start Date month and year to the current month and year

Step 8: Add a Decision for Matching Records

Set the Decision element to take the Yes path if the formula from Step 7 returns True.

Decision element taking the Yes path when the Start Date matches the current month and year

Step 9: Create a Collection Variable for Matching Accounts

Click New Resource
Choose Variable as the resource type
Select Record as the data type
Set Allow multiple values (collection) to True
Choose Account as the object for the variable
Set Available for input/output to True

Collection variable configured to store matching Account records

Step 10: Add Matching Accounts to the Collection

In the Yes path of the Decision element, add an Assignment element that adds each matching Account record to the collection variable created in Step 9.

Assignment element adding matching Account records to the collection variable

Step 11: Loop Through the Matching Accounts

Add a Loop element to iterate through the collection variable that stores Accounts from the same month and year.

Loop element iterating through the matching Account collection

Step 12: Create a Record Variable for the Current Account

Click New Resource
Choose Variable as the resource type
Select Record as the data type
Specify Account as the object

Record variable created to store the current Account record from the loop

Step 13: Build a Formula to Add 12 Months to the Start Date

Click New Resource
Choose Formula as the resource type
Set the return data type to match the Start Date field, in this case Date
Write a formula to add 12 months to the Start Date. This may vary depending on your requirements

`ADDMONTHS({!Loop_Through_List_of_Accounts.Start_Date__c},12)`

This formula takes the current Start Date and returns a new date exactly 12 months later.

Formula resource that adds 12 months to the Account Start Date

Step 14: Update the Record Variable with the New Start Date

Assign the current Account record from the loop to the record variable created in Step 12
Use the formula from Step 13 to calculate the updated Start Date
Assign the updated Start Date to the Start Date field of the record variable

Assignment element updating the record variable with the new Start Date

Step 15: Create a Collection Variable for Accounts to Update

Choose Variable as the resource type
Select Record as the data type
Set Allow multiple values (collection) to True
Choose Account as the object for the variable

Collection variable created to hold Account records that need to be updated

Step 16: Add the Updated Record to the Collection

Add another Assignment element that adds the updated Account record variable to the collection variable created in Step 15.

Assignment element adding the updated Account record to the update collection

Step 17: Update the Records

Add an Update Records element to the flow canvas
Choose the option Use the IDs and all field values from a record or record collection
Select the collection variable that stores the Accounts to update

Update Records element updating Accounts using the collection variable

Save and activate the flow.

Completed and activated Scheduled-Triggered Flow

Testing the Flow

Create an Account record
Enter the Account Name you want to test with
Choose Customer-Direct as the Type and click Save

Test Account record created with Type set to Customer-Direct

Result

Account Start Date successfully updated 12 months forward after the scheduled flow runs

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Written by: Maham Hassan | Forum Ambassador

Maham Hassan is 2x Mom, Salesforce MVP, Director & Technical Architect @ Cloud-1 & Check Automate, Founder of Dubai Dreamin, 16x Certified, Trailblazer Mentor, Community Group Leader & All Star Ranger.

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