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Sales Innovations for Prospect Management
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          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.

           
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          Salesforce Help | Article