Go to Setup > Data Processing Engine > click New button >
Name: Populate Search Description in Contact
API Name: auto-populated
Process Type: Standard
Choose CRM Analytics > click Done. Create the following flows.
Contact
Configuration Tab
Source Object Selected fields:
Contact > References tab
Current Carer
Configuration tab
References tab.
Carer Search Description
Configuration tab
References tab
Update Carer Search Description
Configuration tab
Current Staff
Configuration tab.
References tab.
Staff Search Description
Configuration tab.
References tab.
Update Staff Search Description
Configuration tab.
Current Student
Configuration tab.
References tab.
Student Search Description
Configuration tab.
References tab.
Update Student Search Description
Configuration tab.
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.
When the flow is run, the DPE will run at the scheduled time and update the Search Description field in the Contact.
Flow Creation of Populate Search Description in Contact
Go to Set up > Flow > Click New Flow
Select Schedule-Triggered Flow and click Create.
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.
Add Action Element into the flow and in the New Action window:
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.
Save and name the flow.
Upon activation, the flow will run following the schedule that you have established.