Create a Salesforce schedule-triggered flow to cleanup holdouts

Create a schedule-triggered flow in Salesforce to clean up expired holdouts with open opportunities on a scheduled frequency. The schedule-triggered flow transfers open opportunities with an expired holdout to the new account owner.

Before you begin

• Create a holdout policy.

Create a Salesforce flow

1. In Salesforce, click App Launcher.

2. In the search bar, type flows.

3. Click Flows.

   

4. Above the toolbar, click New.

   

5. In the New Automation window, find and select Schedule-Triggered Flow.

   

6. In the Set a Schedule window on the right, complete the following fields:

   Field	Description
   Start Date	Select the date you want the scheduled automation to begin.
   Start Time	Select the time you want the scheduled automation to run.
   Frequency	Select how often you want the scheduled automation to run.

7. In the Flow Builder, click Choose Object.

   

8. From the Object dropdown, find and select Holdout.

9. Complete the additional fields:

   

   Field	Description
   Condition Requirements	Select All Conditions Are Met (AND).
   Field	Find and select Expired Holdout.
   Operator	Select Equals.
   Value	Find and select True.

10. In the Flow Builder, click Add +.

    

11. Find and select Action.

    

12. In the Search Actions field, find and select Policy Handler.

    

13. In the Policy Handler window on the right, complete only the following fields (fields not listed, do not include):

    Field	Description
    Label	Type a unique name for your flow (such as Clean Up Holdouts).
    API Name	Type unique name that is used to call the flow when it triggers. Note When you click on the field, it auto-populates a name based on the label, which you can change if needed. The API name cannot include any spaces or special characters.
    Description	Optional. Type a brief description of the flow.
    policyType	Copy and paste HoldoutPolicy (no spaces and case sensitive). Click outside the field.
    recordId	Toggle on. Copy and paste {!$Record.Id}. Click outside the field.

14. Click Save.

15. In the Save Flow window, complete the following fields:

    Note

    You can copy what you typed in step 10 for the same fields.

    Field	Description
    Label	Type a unique name for your flow.
    API Name	Type unique name that is used to call the flow when it triggers. Note When you click on the field, it auto-populates a name based on the label, which you can change if needed. The API name cannot include any spaces or special characters.
    Description	Optional. Type a brief description of the flow.

16. Click Activate. The flow should look like the following: