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Run a Schedule-Triggered Flow for Advanced Account Forecast Product Category

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Run a Schedule-Triggered Flow for Advanced Account Forecast Product Category

Schedule flows to generate forecasts at the product category level.

Required Editions

Available in: Enterprise, Unlimited, and Developer Editions.
User Permissions Needed
To run a flow in Flow Builder: Manage Flow
  1. From Setup, in the Quick Find box, enter Flows, and then select Flows.
  2. Click to open a schedule-triggered flow for Advanced Account Forecast Product Category.
  3. In the Start node, click Edit.
  4. Specify a start date, start time, and frequency for the flow, and click Done.
  5. Double-click to open the Run Data Processing Job node.
  6. Enter the AccountId and AdvAccountForecastSetId.
  7. Click Done.
  8. Click Activate.

The flow runs as per the specified schedule.

 
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