Loading
Salesforce Enforces New Security Requirements in Summer 2026Read More
Sales Innovations for Prospect Management
Refresh Datasets Periodically Using Flows

Refresh Datasets Periodically Using Flows

After you activate and run a data processing engine definition, a dataset is created and saved in a shared space in CRM Analytics. To ensure the dataset is refreshed periodically so that it contains the latest records, run the data processing engine definition using a Schedule-Triggered flow.

Required Editions

Available in: Lightning Experience
Available in: Clouds that have Industry Sales Excellence and Query for Datapipelines User licenses
User Permissions Needed
To create a Schedule-Triggered flow:

Actionable Segmentation

AND

Data Pipelines Base User

Create a flow of type Schedule-Triggered and set the schedule so that the dataset is refreshed daily.

 
Loading
Salesforce Help | Article