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Full Scheduled Action entry
How-to guide

How to set up Scheduled Action in Salesforce

Scheduled Actions are time-based automation actions that execute X minutes / hours / days after a trigger event — "send a follow-up email 3 days after Case creation," "create an escalation task 1 hour before SLA breach." Modern Salesforce uses Flow's Wait elements; legacy systems used Process Builder Scheduled Paths or Workflow Time-Dependent Actions.

By Dipojjal Chakrabarti · Founder & Editor, Salesforce DictionaryLast updated Apr 20, 2026

Scheduled Actions are time-based automation actions that execute X minutes / hours / days after a trigger event — "send a follow-up email 3 days after Case creation," "create an escalation task 1 hour before SLA breach." Modern Salesforce uses Flow's Wait elements; legacy systems used Process Builder Scheduled Paths or Workflow Time-Dependent Actions.

  1. For modern setups: build in Flow Builder

    Setup → Flows → New Flow → Record-Triggered Flow → after-save mode. Add a Scheduled Path.

  2. Set the Scheduled Path's offset and time-source field

    Offset: X minutes / hours / days. Time Source: a field on the record (CreatedDate, custom date) that anchors the schedule.

  3. Add the actions that should fire on schedule

    After the Scheduled Path element, add Update Records / Send Email / Create Records elements. They execute when the schedule fires.

  4. Save and Activate the Flow

    Active flows queue scheduled actions when matching records are created/updated. Inactive flows don't queue.

  5. For legacy: see workflow-time-trigger and process-builder Scheduled Paths

    Legacy paths exist but are deprecated for new development.

  6. Monitor the queue

    Setup → Paused and Failed Flow Interviews shows pending scheduled flow runs. Setup → Monitor Workflow Services shows legacy Time-Based Workflow Queue.

Key options
Modern: Flow Scheduled Pathsremember

Recommended for new automation.

Legacy: Process Builder Scheduled Pathsremember

Deprecated.

Legacy: Workflow Time-Dependent Actionsremember

Deprecated.

Gotchas
  • Scheduled actions queue based on the trigger time, not the action time. Editing the underlying record may move or remove queue entries depending on flow / rule re-evaluation logic.
  • Failed scheduled actions accumulate. Periodic cleanup of Paused and Failed Flow Interviews / Time-Based Workflow Queue is necessary org hygiene.
  • Schedule offset is calculated in Salesforce server time (UTC by default unless you specify timezone-aware date formula). Misalignments produce off-by-hours surprises across timezones.

See the full Scheduled Action entry

Scheduled Action includes the definition, worked example, deep dive, related terms, and a quiz.