DPE Configuration for Search Description in Contact- PosiEd

Owned by Jhetah Mae Leornas
Last updated: Nov 12, 2024 by Darren Wright
4 min read

For the Data Processing Engine to run successfully, enable the Data Pipeline in your Org.

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Make sure the Permission Set is assigned to the correct owner. The Default Workflow User should be added to the Data Pipeline Base User permission set.

Go to Setup > Process Automation Settings > check the Default Workflow User

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Go to Setup > Permission Sets > Data Pipelines Base User > Manage Assignments

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 by clicking the New Node in the upper left side of the screen.

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 in the past.

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.

Save and name the flow.

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

Check the flow if it is completed or Failed.
Go to Setup > search Monitor Workflow Services.