Tag Archives: Process Automation

How to Use Scheduled Paths in Salesforce Flow to Automate Follow-Ups

In Salesforce, a record-triggered flow normally runs immediately when a record is created or updated. But what if you want an action to happen after some time — for example, sending a reminder email or creating a follow-up task? That’s where Scheduled Paths in Salesforce Flow Builder come into play. A scheduled path allows you… Read More »

GUMU™ Feature: Auto Update the Last Sync Date field in Entity Mapping/Import after the import routine successfully runs

In this blog post, we’ll walk through a solution that automatically updates the Last Sync Date field in Entity Mapping/Import after the import routine successfully runs. This update is based on the value in the “Update_Last_Sync_by_Days__c” field, which allows users to add a specified number of days to the current sync date and reflect as… Read More »