Go to Setup > Data Processing Engine > click New button> Label
Name: Populate Search Description in Contact
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API Name: auto-populated
Process Type: Standard
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Choose CRM Analytics > click Done. Create the following flows.
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Contact
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Configuration Tab
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Source Object Selected fields:
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Contact > References tab
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Current Carer
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Configuration tab
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References tab.
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Carer Search Description
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Configuration tab
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References tab
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Update Carer Search Description
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Configuration tab
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Current Staff
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Configuration tab.
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References tab.
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Staff Search Description
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Configuration tab.
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References tab.
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Update Staff Search Description
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Configuration tab.
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Current Student
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Configuration tab.
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References tab.
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Student Search Description
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Configuration tab.
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References tab.
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Update Student Search Description
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Configuration tab.
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When DPE is run without going through the flow, the Search Description will be updated for all contacts with Student, Staff, and Carer statuses having the Current value. It will be left untouched if the statuses are not Current.
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Set a Schedule - Start Date, Start Time, and Frequency.
Note: You need to set the schedule to a future date and time, as a schedule-triggered flow can’t run on a date/time that’s already occurred.
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Select Data Processing Engine, in the Category Section.
Add the DPE Populate Search Description in the Contact
Action = Edit Populate Search Description in Contact-DataProcessingEngine
Label = Run DPE
API Name = Run_DPE (autopopulate)
Description = Runs the Populate Search Description in Contact DPE.
Click Done.
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