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Run the Definition to Update Purchase Credit and Bonus

An admin creates a flow to run the activated Data Processing Engine definition. The admin wants to schedule the flow to write back the results to the target objects and fields automatically on December 1, every year.

Required Editions

View supported editions.
User Permissions Needed
To create a business flow: View permissions information.

The admin enters the values of the input variables. The input variables ensure that the purchase credit and the bonus amount are calculated for orders that were effective and ended within a specific period. The period in this case is between January 1, 2021, and November 30, 2021.

  1. From Setup, in the Quick Find box, enter Flow, and then select Flow.
  2. Click New.
  3. In the New Flow window, select Schedule-Triggered Flow.
  4. From the Start element, click Set Schedule.
  5. Complete these fields.
    • Start Date: December 1, 2021
    • Time: 12:00 AM
    • Frequency: Once
  6. Click Done.
  7. Drag the Action element onto the canvas.
  8. Complete these steps in the New Action window.
    1. From Category, select Data Processing Engine.
    2. Enter Calculate Purchase Credit and Bonus-DataProcessingEngine, and then select Calculate Purchase Credit and Bonus-DataProcessingEngine.
      The name of each definition is appended with the name of the process type selected while creating a definition. DataProcessingEngine is the API name of the Standard process type.
    3. Complete these fields.
      • Name: Update Purchase Credit and Salesperson Bonus
      • Input Values:
        • OrderEffectiveDate: 1/1/2021
        • OrderEndDate: 11/30/2021

          The input variable values are used to filter Order records that were effective and closed during the current year. To run the definition again in 2022, the change the effective date and end date.

    4. Click Done.
    Flow action to run a Data Processing Engine definition.
  9. Save your work and name your flow.
  10. Activate your flow.

The flow runs the Data Processing Engine definition on December 1 and updates the Purchase Credit Amount field in the Account records. New records are also created for the Salesperson Bonus object with the bonus amount, ID, and email of the salespeople awarded the bonuses.

See Also