Advanced Batch File Flow Control

Marinda K.

Masterful Salesforce Scribe with an eye for detail

Updated: Jan 9th, 2025

What is a Batch File in Salesforce Flow?

A batch file in Salesforce Flow is a file that contains a list of records or data that can be processed by a scheduled flow or batch. This Salesforce batch process is usually faster compared to processing single records sequentially. Batch files are often used to automate repetitive tasks or to process large amounts of data using the Salesforce Flow Builder. With batch management in Salesforce, you can create, update or delete batches of records, as well as monitor the progress of batch operations and then handle any errors or issues that may arise.

Why is the Batch Flow Process Necessary?

The batch flow process in Salesforce is necessary for the following reasons:

You need to process large volumes of data in a scalable and efficient way.

Data imports or updates can be very time consuming.

Salesforce has limits on the amount of resources that can be used in a single transaction.

You have to ensure better data quality in your Salesforce org.

Your data volume has grown and you have to accommodate various data formats. 

Let’s look at the following in more detail:

Data Sets Integration to Parallel Process Records

Salesforce often deals with data from various sources and systems. With the batch flow process, these data sets can be integrated by processing them in batches. Batch processing breaks the data down into smaller, manageable chunks. When handling a steady stream of large data volumes, batch processing allows for parallel processing within each batch. This means that the records are processed in multiple threads without exceeding the processing limit.

Handling Large Quantities of Incoming Data

When dealing with large quantities of incoming data, batch processing has become essential. Salesforce has certain limits on how much data can be processed at once (governor limits), and batch processing can help you stay within these limits.

How do I use Batch File Flows?

Create a Flow to Process Data

Design the logic for your data processing using Salesforce Flow. This involves connecting elements like decision nodes, assignment elements, and actions to define how data should be updated, created, or handled.

Create a Salesforce Batch Job to Process Records for the Flow

This is where you configure how and when your Flow will be used for processing data in batches.

Create a Scheduled Flow

If you want the batch job to run automatically based on a specific schedule, use a Scheduled Flow to trigger it.

We hope to see you soon!

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