Shauna Davies - 3 years ago
This would be useful in regards to the Einstein "Leads Scoring". Einstein evaluates and updates lead scores almost hourly, yet there is no way with a Process to move leads from one queue to the next when they reach a certain threshold (like >80%). The Process dictates that the lead would need to be "created or edited" creating the need for MANUALLY mass updating leads in a queue to kick off the edit/save that would in turn kick off the process.... This whole frustrating "catch 22" sort of negates the value of building any process around the einstein lead score.....
Doug Ayers - 3 years ago
I'm very excited to announce my new free, open source app Mass Action Scheduler! And it does much more than allow you to schedule process builder. You can declaratively schedule Process Builder, Flows, Quick Actions, Email Alerts, Workflow Rules, and Apex to process records from Reports and List Views.
That’s right. Identify the records you want to process with reports and list views, simple-to-use tools familiar to every admin. No more waiting for records to be updated or creating clever workarounds to cause records to be updated to cause these actions to fire.
Visit the project page where you'll find link to install the managed package, the source code for you developer types, instructions for getting started, and a growing list of tutorials and examples.
Make sure to register for my Automation Hour webinar on Jan 5th, 2018 at 12pm PST (3pm EST) where I’ll be showing how to get started with and use Mass Action Scheduler.
Kaeli Saner - 3 years ago
Thank you @Tobias Franklin - that tool completely solved what has been a week long struggle to solve a huge business need for our org. Seriously was super easy to set up and get going too. It would be great if Salesforce added this functionality within process builder sometime soon!