🏆 THE GOAL: Why would you need to add a time delay to a record triggered flow in Salesforce?
Scheduled paths can help you prevent errors in order of execution caused by validation rules, user security problems, or any number of other issues. Watch this video to learn how to add a scheduled path to a record triggered flow in Salesforce, and help you save your valuable customer data!
Do you want to see more videos from us? Then leave a comment and let us know what you want to see next. At Chargent we specialize in Salesforce payments, so make sure to like, subscribe, and turn on your bell notifications for more!
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✅ Are you a Salesforce Admin or Consultant? If so, then learn more about Salesforce Payments and get the checklist - "10 Ways To Make Salesforce Payments Safe, Easy And Profitable". In this checklist (link below) you'll learn how to make your payments secure, reduce your payment processing fees, save your staff time and increase productivity, enable your customers to serve themselves, and more!
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⏭️ RELATED: How To Use SALESFORCE Email Notifications and Unresolved Transactions
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SKIP AHEAD
0:00 Intro
0:18 Understanding Salesforce Order of Execution
1:23 Create a Record Triggered Flow on a Chargents Transaction Object
1:40 Set Up a New Flow
2:12 Add Scheduled Path
2:43 Add an Element to the Scheduled Path
3:36 See it in Action!
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🧔🏻 ABOUT CHARGENT:
AppFrontier® - the makers of Chargent are proud to make payment processing seamless with an application that lets you manage single or recurring payments right in your CRM where your customer information lives. You can easily maintain compliance, and Chargent comes with pre-built integrations to 30+ direct payment gateways, with developer tools that make it easy to customize to fit any business process.
#Chargent #SalesforceFlow #Payments
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