Introducing Mass Action Scheduler

Date: December 25, 2017Author: Doug Ayers

UPDATE: A new version has been released.

Inspired by Marie Chandra’s idea Ability to Schedule when Process Builder Triggers, I’m excited to announce my new app Mass Action Scheduler!

Declaratively schedule Process Builder, Flows, Quick Actions, Email Alerts, Workflow Rules, and Apex to process records from Reports and List Views.

Declarative – no code necessary
On Platform – everything happens in Salesforce so no exporting or uploading data
Timely – run manually or schedule hourly, daily, weekly, or any time in between

That’s right. Identify the records you want to process with reports and list views, simple-to-use tools familiar to every admin. No more waiting for records to be updated or creating clever workarounds to cause records to be updated to cause these actions to fire.

I invite you to watch my Automation Hour webinar introducing the tool:

Almost any process automation you configure can be scheduled.

Actions	Supported Types
Process Builder	Processes that start when invoked by another process
Flows	Auto-launched flows (no screens). Any that can be called from Process Builder
Quick Actions	Create a Record, Update a Record, and Log a Call types
Email Alerts	All
Workflow Rules	All
Apex	Classes annotated with @InvocableMethod

What can you do with Mass Action Scheduler?

I’m sure you will think of all kinds of ideas how you can use this app. Here are a few ideas:

Run a process monthly, maybe to create a record or callout to an external system
Run data correction actions daily
Automatically add leads and contacts to campaigns based on report or list view criteria
Send emails on a periodic basis
Create “infinite” flows that continuously loop on a schedule
Perform field updates without exporting or importing data

For more ideas please check out the examples in the wiki.

Getting Started

Visit the project page where you can find installation links for the managed package, source code, instructions for getting started, and FAQ.

Thanks, enjoy!

18 thoughts on “Introducing Mass Action Scheduler”

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Jitschak rosenbloom says:

December 27, 2017 at 8:03 am

This looks amazing! I can’t make the session on Jan 5. Can you post a recording?

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1. Doug Ayers says:
  
  December 27, 2017 at 9:31 am
  
  Thanks Jitschak! Glad you’re excited about it. Yes, the webinar will be recorded and I’ll post it here afterwards.
  
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  1. Jitschak rosenbloom says:
    
    January 7, 2018 at 3:27 am
    
    Amazing! Looks like it’s here https://www.youtube.com/watch?v=XYBKrrXgBxA
    
    Thank you!!
    
    LikeLiked by 1 person
Bruce Lee Stewart says:

January 1, 2018 at 1:10 pm

Doug – eager to attend on 1/5 as well. Your right sidebar on this site has a typo I think – lists it as 1/8/2018.

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1. Doug Ayers says:
  
  January 1, 2018 at 2:37 pm
  
  Thanks, Bruce — I’ve updated the date!
  
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JoyAnn Fisher says:

January 2, 2018 at 11:01 am

I am so excited about this Doug!

Question for you: what is your process for Salesforce releases… since we’re about to embark on the Spring ’18 release, can you tell us if you have a process/timeline for testing this for that version?

Thanks!
JoyAnn

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1. Doug Ayers says:
  
  January 14, 2018 at 2:46 am
  
  Hi JoyAnn, I do plan to test it for Spring 18. I don’t have exact dates when that’ll be. If you run into any issues please let me know via GitHub. Thanks!
  
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Brian says:

January 10, 2018 at 8:53 am

Can you add campaign members via custom object reports with this tool?

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1. Doug Ayers says:
  
  January 10, 2018 at 9:39 am
  
  Hi Brian,
  
  Yes! As long as the report had a Lookup or Text field containing a Lead or Contact ID you can then use Process Builder to create the campaign member as demoed in the video linked in this blog post.
  
  You could also have the tool call a flow passing in data from your report then the flow create the campaign member or query for the correct contact/lead to add to the campaign.
  
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  1. Brian says:
    
    January 10, 2018 at 2:28 pm
    
    Doug,
    
    I’m getting this error, after I already had one successful manual run (adding to campaign automatically just like your video). Ideas?
    
    Error: System.HttpResponse[Status=Bad Request, StatusCode=400]
    [{“actionName”:”Add_to_Current_Month_Collections_Campaign”,”errors”:[{“statusCode”:”UNKNOWN_EXCEPTION”,”message”:”An error occurred when executing a flow interview.”,”fields”:[]}],”isSuccess”:
    
    Long MessageThe full error message, particularly if more than 255 characters.
    Error: System.HttpResponse[Status=Bad Request, StatusCode=400]
    [{“actionName”:”Add_to_Current_Month_Collections_Campaign”,”errors”:[{“statusCode”:”UNKNOWN_EXCEPTION”,”message”:”An error occurred when executing a flow interview.”,”fields”:[]}],”isSuccess”:false,”outputValues”:null},{“actionName”:”Add_to_Current_Month_Collections_Campaign”,”errors”:[{“statusCode”:”UNKNOWN_EXCEPTION”,”message”:”An error occurred when executing a flow interview.”,”fields”:[]}],”isSuccess”:false,”outputValues”:null}]
    System.HttpRequest[Endpoint=callout:Mass_Action_Scheduler/actions/custom/flow/Add_to_Current_Month_Collections_Campaign, Method=POST]
    {
    “inputs” : [ {
    “SObjectId” : “0033B00000IYgOc”
    }, {
    “SObjectId” : “0033B00000IYlIW”
    } ]
    }
    
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    1. Doug Ayers says:
      
      January 14, 2018 at 2:15 am
      
      Hi Brian, for technical support I’ve moved your question to GitHub. Thanks
      
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David Schmitke says:

January 23, 2018 at 9:13 pm

No coincidence this was posted on Christmas – an amazing gift to the SFDC community. Thank you!!

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1. Doug Ayers says:
  
  January 23, 2018 at 10:46 pm
  
  Thanks David for the kind feedback, glad you enjoy it!
  
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Aanchal says:

July 26, 2018 at 2:26 pm

Hi Doug,
I am trying to use the Mass Action Schedular to shedule a change to Campaign Status based on certain criteria. I am using invocable Process to achieve this. But I am also running into the same error as above
Error: System.HttpResponse[Status=Bad Request, StatusCode=400]
[{“actionName”:”Campaign_Scheduled_Updates”,”errors”:[{“statusCode”:”UNKNOWN_EXCEPTION”,”message”:”An error occurred when executing a flow interview.”,”fields”:[]}],”isSuccess”:false,”outputValues”:null},

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1. Doug Ayers says:
  
  July 28, 2018 at 4:29 pm
  
  Hi Aanchal,
  
  Please submit issues on the project’s page issue tracker. The error message you received does not provide enough detail for me to know why the Flow or Process failed. You, or whoever last edited that Flow or Process, should have received an email from Salesforce with more details about any errors. Please share those on a new GitHub issue and I will try to help troubleshoot.
  
  Thanks,
  
  Doug
  
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  1. Aanchal says:
    
    July 30, 2018 at 9:14 am
    
    Hi Doug,
    Thanks for responding. The issue has been resolved as I figured out that it was a validation rule which was causing the error. Also it was in the process builder so there was no fault email being generated for this one.
    
    Thanks,
    Aanchal
    
    LikeLiked by 1 person
Shawn says:

October 24, 2018 at 9:51 am

Thanks, Doug. This is a extremely helpful tool to keep us out of APEX!

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1. Doug Ayers says:
  
  November 17, 2018 at 7:53 pm
  
  You’re very welcome, Shawn! Thanks for your interest and feedback 🙂
  
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