{"id":11707,"date":"2025-10-20T07:37:23","date_gmt":"2025-10-20T07:37:23","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/salesforce\/?p=11707"},"modified":"2025-10-20T07:37:24","modified_gmt":"2025-10-20T07:37:24","slug":"how-to-use-scheduled-paths-in-salesforce-flow-to-automate-follow-ups","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/salesforce\/2025\/10\/20\/how-to-use-scheduled-paths-in-salesforce-flow-to-automate-follow-ups\/","title":{"rendered":"How to Use Scheduled Paths in Salesforce Flow to Automate Follow-Ups"},"content":{"rendered":"\n<p>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 \u2014 for example, sending a reminder email or creating a follow-up task?<\/p>\n\n\n\n<p>That\u2019s where <strong>Scheduled Paths in Salesforce Flow Builder<\/strong> come into play. A scheduled path allows you to delay flow actions by minutes, hours, days, or even months after a record change or relative to a date field on the record.<\/p>\n\n\n\n<p>In this post, we\u2019ll create a scheduled path flow that automatically sends a <strong>follow-up reminder to the Account Manager 3 days after a Case is closed.<\/strong><\/p>\n\n\n\n<p>After reading this blog, you\u2019ll be able to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Understand what a <strong>Scheduled Path<\/strong> is and when to use it.<\/li>\n\n\n\n<li>Configure a <strong>Scheduled Path<\/strong> in a <strong>Record-Triggered Flow<\/strong>.<\/li>\n\n\n\n<li>Build and test a flow that sends an <strong>automatic reminder 3 days after Case closure<\/strong>.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-red-color\">Business Scenario<\/mark><\/strong><\/h2>\n\n\n\n<p>Whenever a Case is closed, the support manager wants to ensure customer satisfaction. To make sure follow-ups are not missed, the system should automatically<\/p>\n\n\n\n<ol class=\"wp-block-list\" start=\"1\">\n<li>Wait for 3 days after the Case is closed, and<\/li>\n\n\n\n<li>Create a follow-up Task for the Case Owner to call the customer.<\/li>\n<\/ol>\n\n\n\n<p>We\u2019ll use a <strong>Scheduled Path<\/strong> to introduce the 3-day delay in the automation.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-red-color\">Prerequisite<\/mark><\/strong><\/h2>\n\n\n\n<p>Before configuring a scheduled path, make sure your org\u2019s Default Workflow User is defined. This user executes the scheduled actions when the original user becomes inactive.<\/p>\n\n\n\n<ol class=\"wp-block-list\" start=\"1\">\n<li>Go to <strong>Setup<\/strong> \u2192 <strong>Process Automation Settings<\/strong><\/li>\n\n\n\n<li>Ensure the <strong>Default Workflow User<\/strong> field is populated.<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\"><strong><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-red-color\">Step-by-Step Flow Configuration<\/mark><\/strong><\/h2>\n\n\n\n<p><a><\/a><strong>Step 1: Create a Record-Triggered Flow<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\" start=\"1\">\n<li>Navigate to <strong>Setup<\/strong> \u2192 <strong>Flows<\/strong> \u2192 <strong>New Flow<\/strong><\/li>\n\n\n\n<li>Select <strong>Record-Triggered Flow<\/strong><\/li>\n\n\n\n<li>Choose <strong>Case<\/strong> as the triggering object<\/li>\n\n\n\n<li>Configure the flow to run <strong>when a record is updated<\/strong><\/li>\n\n\n\n<li>Set the entry condition\u00a0\u00a0\u00a0\u00a0 <br><strong>Case Status<\/strong> = <strong>Closed<\/strong><\/li>\n\n\n\n<li>Under <strong>Optimize the Flow For<\/strong>, select <strong>Actions and Related Records<\/strong><\/li>\n<\/ul>\n\n\n\n<p><strong>Step 2: Click on Add a Scheduled Path<\/strong><\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/10\/1.-Click-on-Add-Scheduled-path.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/10\/1.-Click-on-Add-Scheduled-path.png\" alt=\"Click on Add Scheduled Paths\"><\/a><\/center><font size=\"2\"><center><i>Click on Add Scheduled Paths<\/i><\/center><\/font>\n\n\n\n\n<p><strong>Step 3: Add details in Scheduled Path<\/strong><\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/10\/2.-Add-details-in-Scheduled-Path.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/10\/2.-Add-details-in-Scheduled-Path.png\" alt=\"Enter Details in Scheduled Path\"><\/a><\/center><font size=\"2\"><center><i>Enter Details in Scheduled Path<\/i><\/center><\/font>\n\n\n\n<p>Now, we\u2019ll define the delay for our reminder.<\/p>\n\n\n\n<ul class=\"wp-block-list\" start=\"1\">\n<li>Click <strong>+ Add Scheduled Paths<\/strong><\/li>\n\n\n\n<li>For <strong>Path Label<\/strong>, enter 3 Days After Case Close<\/li>\n\n\n\n<li><strong>API Name<\/strong>: X3_Days_After_Case_Close<\/li>\n\n\n\n<li><strong>Time Source<\/strong>: Case \u2192 Closed Date<\/li>\n\n\n\n<li><strong>Offset Number<\/strong>: 3<\/li>\n\n\n\n<li><strong>Offset Option<\/strong>: <strong>Days After<\/strong><\/li>\n<\/ul>\n\n\n\n<p>This ensures that any action in this path runs 3 days after the Case is closed.<\/p>\n\n\n\n<p><a><\/a><strong>Step 4: Create the Reminder Task<\/strong><\/p>\n\n\n\n<p>Now, we\u2019ll define the action that should occur after the delay.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>In the <code>3 Days After Case Close<\/code> path, click <strong>+ Add Element \u2192 Create Records<\/strong><\/li>\n\n\n\n<li>Label: <strong>Create Follow-up Task<\/strong><\/li>\n\n\n\n<li>Description: Creates a reminder for the Case Owner to follow up with the customer.<\/li>\n\n\n\n<li>How Many Records to Create: <strong>One<\/strong><\/li>\n\n\n\n<li>Set Field Values for the Task:\n<ul class=\"wp-block-list\">\n<li><strong>Subject:<\/strong> Follow up with Customer<\/li>\n\n\n\n<li><strong>Description:<\/strong> Call the customer to ensure the issue is fully resolved<\/li>\n\n\n\n<li><strong>Related To ID:<\/strong> Case &gt; Case ID<\/li>\n\n\n\n<li><strong>Assigned To ID:<\/strong> Case &gt; Owner ID<\/li>\n\n\n\n<li><strong>Due Date Only:<\/strong> <code>$Flow.CurrentDate + 3<\/code> (use a formula to add 3 days dynamically)<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Click <strong>Done<\/strong>, then <strong>Save<\/strong> and <strong>Activate<\/strong> the flow.<\/li>\n<\/ul>\n\n\n\n<p><a><\/a><strong>Step 5: Test the Flow<\/strong><\/p>\n\n\n\n<p>Let\u2019s validate that the scheduled path works as expected.<\/p>\n\n\n\n<ol class=\"wp-block-list\" start=\"1\">\n<li>Create or update a <strong>Case<\/strong> record and set <strong>Status = Closed<\/strong><\/li>\n\n\n\n<li>After saving, go to <strong>Setup<\/strong> \u2192 <strong>Scheduled Jobs<\/strong> to confirm that the flow scheduled path is queued.<\/li>\n\n\n\n<li>Wait 3 days (or use Debug Mode for testing).<\/li>\n\n\n\n<li>Confirm that a <strong>Task<\/strong> record is automatically created and assigned to the Case Owner.<\/li>\n<\/ol>\n\n\n\n<p><a><\/a><strong>Result<\/strong><\/p>\n\n\n\n<p>After completing this flow:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>When a Case is closed, the system automatically waits <strong>3 days<\/strong>, then<\/li>\n\n\n\n<li>Creates a <strong>follow-up task<\/strong> reminding the Case Owner to reach out to the customer.<\/li>\n<\/ul>\n\n\n\n<p>This ensures <strong>timely customer engagement<\/strong> and enhances <strong>service quality<\/strong> without requiring manual tracking.<\/p>\n\n\n\n<p><strong>Pro Tip<\/strong><\/p>\n\n\n\n<p>You can create <strong>multiple scheduled paths<\/strong> in the same flow \u2014 for example:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>1 day after Case Close:<\/strong> Send a thank-you email<\/li>\n\n\n\n<li><strong>7 days after Case Close:<\/strong> Trigger a customer satisfaction survey<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-red-color\">Conclusion<\/mark><\/strong><\/h2>\n\n\n\n<p>Using <strong>Scheduled Paths<\/strong> in Salesforce Flow allows you to delay automation logic until the right time. This feature helps businesses design smarter, event-driven workflows \u2014 improving responsiveness, consistency, and customer satisfaction.<\/p>\n\n\n\n<p>By following the above blog instructions, you will be able to learn <strong>\u201cHow to Use Scheduled Paths in Salesforce Flow to Automate Follow-Ups\u201c<\/strong>.If you still have queries or any related problems, don\u2019t hesitate to contact us at\u00a0<a href=\"mailto:salesforce@greytrix.com\" target=\"_blank\" rel=\"noreferrer noopener\">salesforce@greytrix.com<\/a>. More details about our integration product are available on\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/gumu\/salesforce-sage-erp-integration\" target=\"_blank\" rel=\"noreferrer noopener\">our website<\/a>\u00a0and\u00a0<a href=\"https:\/\/appexchange.salesforce.com\/listingDetail?listingId=a0N30000000psM5EAI\" target=\"_blank\" rel=\"noreferrer noopener\">Salesforce AppExchange<\/a>.<\/p>\n\n\n\n<p>We hope you may find this blog resourceful and helpful. However, if you still have concerns and need more help, please contact us at\u00a0<a href=\"mailto:salesforce@greytrix.com\" target=\"_blank\" rel=\"noreferrer noopener\">salesforce@greytrix.com<\/a>.<\/p>\n\n\n\n<p style=\"text-align: justify\"><b>About Us<\/b><\/br>\n<p><a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a> \u2013 a globally recognized and one of the oldest Sage Development Partner and a Salesforce Product development partner offers a wide variety of integration products and services to the end users as well as to the Partners and Sage PSG across the globe. We offer Consultation, Configuration, Training and support services in out-of-the-box functionality as well as customizations to incorporate custom business rules and functionalities that require apex code incorporation into the Salesforce platform.<br><br> Greytrix has some unique solutions for Cloud CRM such as <a href=\"\">Salesforce Sage integration<\/a> for <a href=\"https:\/\/www.greytrix.com\/sage-x3-erp\/integration\/\">Sage X3<\/a>, <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/sage-100-integration\/\">Sage 100<\/a> and <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/sage-300-integration\/\">Sage 300 (Sage Accpac)<\/a>. We also offer best-in-class Cloud CRM <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/crm-development\/\">Salesforce customization and development services<\/a> along with services such as Salesforce <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/data-migration-support\/\">Data Migration<\/a>, <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/crm-development\/\">Integrated App development<\/a>, Custom App development and Technical Support business partners and end users. Salesforce Cloud CRM integration offered by Greytrix works with Lightning web components and supports standard opportunity workflow. Greytrix GUMU&#x2122; integration for Sage ERP \u2013 Salesforce is a 5-star rated app listed on <a href=\"https:\/\/appexchange.salesforce.com\/appxListingDetail?listingId=a0N30000000psM5EAI\" target=\"_blank\" rel=\"noopener\">Salesforce AppExchange<\/a>.<br> The GUMU&#x2122; Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.<br><br> For more information on our Salesforce products and services, contact us at <a href=\"mailto:salesforce@greytrix.com\">salesforce@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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 \u2014 for example, sending a reminder email or creating a follow-up task? That\u2019s where Scheduled Paths in Salesforce Flow Builder come into play. A scheduled path allows you\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2025\/10\/20\/how-to-use-scheduled-paths-in-salesforce-flow-to-automate-follow-ups\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[2471,2475,2480,2473,2468,2478,1880,1711,2467,1709,2457,2385,1712,2469,2479,2476,2472,2477,2466,2474,2470,546],"class_list":["post-11707","post","type-post","status-publish","format-standard","hentry","category-salesforce-srv","tag-case-closure-automation","tag-customer-follow-up","tag-flow-automation-guide","tag-flow-builder-tutorial","tag-follow-up-tasks-in-salesforce","tag-no-code-automation","tag-process-automation","tag-record-triggered-flow","tag-salesforce-admin","tag-salesforce-automation","tag-salesforce-best-practices","tag-salesforce-case-management","tag-salesforce-flow","tag-salesforce-flow-builder","tag-salesforce-flow-example","tag-salesforce-scheduled-actions","tag-salesforce-tips","tag-salesforce-training","tag-scheduled-path","tag-task-automation-in-salesforce","tag-time-delay-automation","tag-workflow-automation"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/11707","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/comments?post=11707"}],"version-history":[{"count":9,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/11707\/revisions"}],"predecessor-version":[{"id":11718,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/11707\/revisions\/11718"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=11707"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=11707"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=11707"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}