---
title: "Create a Salesforce schedule-triggered flow to cleanup holdouts"
slug: "create-a-salesforce-schedule-triggered-flow-for-holdout-policies"
description: "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. "
tags: ["Salesforce flow", "scheduled-trigger flow", "Salesforce Lightning instance", "Salesforce Integration", "Salesforce Admin", "Salesforce", "holdout policy", "Expired Holdouts", "Cleaup Expired Holdouts"]
updated: 2025-12-04T17:58:09Z
published: 2025-12-04T17:58:09Z
canonical: "support.fullcast.com/create-a-salesforce-schedule-triggered-flow-for-holdout-policies"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.fullcast.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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](/v1/docs/configuring-holdout-policy).

## Create a Salesforce flow

1. In Salesforce, click **App Launcher.**
2. In the search bar, type `flows`.
3. Click **Flows**.

![Steps highlighted to click the App Launcher, type flows, and then click Flows.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image(482).png?sv=2026-02-06&spr=https&st=2026-11-09T05%3A51%3A59Z&se=2026-11-09T06%3A51%3A59Z&sr=c&sp=r&sig=HfBdusRdQmIJk1FDiVLZKyo1lXzXlE7XChhXXl4s4h0%3D)
4. Above the toolbar, click **New**.

![Click New to create a new flow.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image(483).png?sv=2026-02-06&spr=https&st=2026-11-09T05%3A51%3A59Z&se=2026-11-09T06%3A51%3A59Z&sr=c&sp=r&sig=HfBdusRdQmIJk1FDiVLZKyo1lXzXlE7XChhXXl4s4h0%3D)
5. In the **New Automation** window, find and select **Schedule-Triggered Flow**.

![](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image(490).png?sv=2026-02-06&spr=https&st=2026-11-09T05%3A51%3A59Z&se=2026-11-09T06%3A51%3A59Z&sr=c&sp=r&sig=HfBdusRdQmIJk1FDiVLZKyo1lXzXlE7XChhXXl4s4h0%3D)
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**.

![](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image(491).png?sv=2026-02-06&spr=https&st=2026-11-09T05%3A51%3A59Z&se=2026-11-09T06%3A51%3A59Z&sr=c&sp=r&sig=HfBdusRdQmIJk1FDiVLZKyo1lXzXlE7XChhXXl4s4h0%3D)
8. From the **Object** dropdown, find and select **Holdout**.
9. Complete the additional fields:

![](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image(495).png?sv=2026-02-06&spr=https&st=2026-11-09T05%3A51%3A59Z&se=2026-11-09T06%3A51%3A59Z&sr=c&sp=r&sig=HfBdusRdQmIJk1FDiVLZKyo1lXzXlE7XChhXXl4s4h0%3D)

| 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 +**.

![](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image(492).png?sv=2026-02-06&spr=https&st=2026-11-09T05%3A51%3A59Z&se=2026-11-09T06%3A51%3A59Z&sr=c&sp=r&sig=HfBdusRdQmIJk1FDiVLZKyo1lXzXlE7XChhXXl4s4h0%3D)
11. Find and select **Action**.

![Use the search to find and select Action.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image(486).png?sv=2026-02-06&spr=https&st=2026-11-09T05%3A51%3A59Z&se=2026-11-09T06%3A51%3A59Z&sr=c&sp=r&sig=HfBdusRdQmIJk1FDiVLZKyo1lXzXlE7XChhXXl4s4h0%3D)
12. In the **Search Actions** field, find and select **Policy Handler**.

![Use the search to find and select Policy Handler.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image(487).png?sv=2026-02-06&spr=https&st=2026-11-09T05%3A51%3A59Z&se=2026-11-09T06%3A51%3A59Z&sr=c&sp=r&sig=HfBdusRdQmIJk1FDiVLZKyo1lXzXlE7XChhXXl4s4h0%3D)
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] > 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** | 1. Copy and paste `HoldoutPolicy` (no spaces and case sensitive). 2. Click outside the field. |
| **recordId** | 1. Toggle on. 2. Copy and paste `{!$Record.Id}`. 3. Click outside the field. |
14. Click **Save**.
15. In the **Save Flow** window, complete the following fields:

> [!NOTE]
> 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] > 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:

![Example of automated flow set up.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image(489).png?sv=2026-02-06&spr=https&st=2026-11-09T05%3A51%3A59Z&se=2026-11-09T06%3A51%3A59Z&sr=c&sp=r&sig=HfBdusRdQmIJk1FDiVLZKyo1lXzXlE7XChhXXl4s4h0%3D)