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Go to Setup > Data Processing Engine > click New button >

Name: Populate Search Description in Contact 
API Name: auto-populated
Process Type: Standard

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Choose CRM Analytics > click Done. Create the following flows by clicking the New Node in the upper left side of the screen.

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Contact

Configuration Tab

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Source Object Selected fields:

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Contact > References tab

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Current Carer

Configuration tab

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References tab.

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Carer Search Description

Configuration tab

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References tab

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Update Carer Search Description

Configuration tab

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Current Staff

Configuration tab.

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References tab.

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Staff Search Description

Configuration tab.

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References tab.

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Update Staff Search Description

Configuration tab.

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Current Student

Configuration tab.

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References tab.

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Student Search Description

Configuration tab.

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References tab.

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Update Student Search Description

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.

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

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Select Schedule-Triggered Flow and click Create.

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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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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

    • Label = Run DPE

    • API Name = Run_DPE (autopopulate)

    • Description = Runs the Populate Search Description in Contact DPE.

  • Click Done.

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Save and name the flow.

Upon activation, the flow will run following the schedule that you have established.

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