Best practice G05 - Manually trigger a bulk automation

This article shows how to built a configuration which supports the option to manually trigger a Jobrock flow template in bulk against a set of contacts in Salesforce.

IN THIS ARTICLE
Creating a custom field on the contact object
Creating the Salesforce flow
Generating a list of contact ID's
Bulk trigger a Jobrock flow template via import

Overview

This documentation outlines the design and implementation of a dynamic Flow execution system that triggers the Jobrock Flow upon a custom field update on the Contact object in Salesforce.


Step 1: Creating a custom field on the Contact object

  • Field Name: Jobrock Flowtemplate ID
  • Type: Text
  • Purpose: Stores the Jobrock Flow Template ID that determines which Jobrock flow should be triggered for the Contact.
  • Use Case: Populated through data import, batch updates, integrations, or automation.
  • Note : While creating a Custom field make sure the visibility of field is enabled for your profile (Refer to below Screenshot).


Step 2: Creating the Salesforce Flow

  • Type: Record Triggered Flow
  • API Name: Contact_Dynamic_Flow_Call
  • Trigger: Fires when the Jobrock_Flowtemplate_ID__c field is updated.
  • Purpose: Captures the updated record’s ID and Flow Template ID, then invokes a custom Apex action to initiate the desired flow.
  • Apex Action : Calls the apex class SendAutomationAppointments which accepts following params.

Parameter Value
Configuration Id Jobrock Flow Template ID
Object Type Contact
Record Ids Ids of the triggering contacts
Client Code Client Code (This is required only if the Multi Branded Setup is enabled in your Org)


Step 3: Generating a list of contact ID's

  • Prerequisites
  1. Google Chrome browser
  2. Salesforce Inspector extension installed:

Steps to Export Contact IDs

1. Log in to Salesforce

    • Open Salesforce in Chrome and log in to your org.

2. Open Salesforce Inspector

    • Click the Salesforce Inspector icon in the Chrome toolbar.
    • A small panel will appear on the right side of the screen.

3. Click “Data Export”

    • In the Salesforce Inspector panel, click “Data Export”.

4. Enter SOQL Query to Export Contacts

    • In the query box, enter the following:

SELECT Id FROM Contact

    • This query will return the Contact IDs.
    • You can filter the query as per your Need. See documentation here.

5. Run the Query

    • Click the “Run Export” button.

  1. Download the Result

    • Once results load, click “Download” to save the data as a .csv file.

Note: For optimal performance and to avoid platform limits, updates should be processed in batches of up to 200 records.

Step 4: Bulk triggering a Jobrock flow template via data import

After exporting your Contacts using Salesforce Inspector, you can also use it to bulk update Jobrock_Flowtemplate_ID__c field safely and easily.


Steps to update the flow template ID

  1. Prepare Your Updated Data

  • Open the .csv file you exported earlier.
  • Update the Jobrock_Flowtemplate_ID__c column with the Jobrock Flow TemplateID.
    • Do not change the Id column — this tells Salesforce for which contact flow template ID should be added to the custom created field (step 1).

Here is an example of how th csv file could look like:

NOTE: Always use the same Flow template ID in one batch. Do not update different flow template ID for different contacts in one upload!

    • Save the updated file as a .csv .

2. Open Salesforce and Launch Inspector

  • Go to any Salesforce page in Chrome.
  • Click the Salesforce Inspector icon.
  • Click on "Data Import" from the panel.

3. Paste or upload the updated data

  • In the Data Import window:
    • Action : Update
    • Object : Contact
    • Data : Copy the table from excel file and paste it directly into the text area(Paste Excel data here).
    • Prepare the Field Mappings properly (As shown in below Image).

4. Run Update

  • Click the "Run Update" button to update the records.
  • You'll see a success message for updated Contacts.

✅ All set! Contact updates have been applied and the Jobrock flow template has been triggered for the selected contacts!

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