How to Schedule a Flow for the 1st Business Day of the Month
January, 26th, 2023
Running automated processes on a specific day of each month can be a necessary part of your Salesforce setup. If you're unable to use custom Apex code, scheduling a Salesforce flow to run on the first business day of each month can be a useful alternative. This article will show you how to use a formula field and flow entry criteria to schedule a flow that runs on the first business day of each month. By using declarative tools, this method is a user-friendly way to automate processes without requiring technical expertise.
Step 1. Create a custom formula field, on the Object for which you will schedule the flow (ie. Contracts), that checks whether today is the first business day of the current month. Here is the formula:
CASE( MOD(DATE(YEAR(TODAY()), MONTH(TODAY()),1) - DATE( 1900, 1, 7 ), 7 ),
0,1,
6,2,
0)) = TODAY()
Step 2. Use the custom formula field as a filter in the flow's entry criteria. The flow will only run if the formula field returns True.
Step 3. Have your flow run the desired actions if the filter criteria is met and the records' formula field indicates today is the first business day of the month. (ie Create a Case record for each reacord Contract)
Step 4. Schedule the flow to run daily using the "Scheduled Flow" feature.
This method of scheduling a Salesforce flow to run on the first business day of each month is a quick and easy way to automate your processes using declarative tools. There are other ways to accomplish the same thing, including using a scheduled Apex job, but this method allows you to handle the task declaratively. By following the steps outlined in this article, you'll be able to streamline your processes and ensure that your automation runs smoothly.