blackroad-salesforce-hub/force-app/main/default/flows/Policy_Renewal_Reminder.flow-meta.xml

<?xml version="1.0" encoding="UTF-8"?>
<Flow xmlns="http://soap.sforce.com/2006/04/metadata">
    <apiVersion>59.0</apiVersion>
    <description>Scheduled flow that identifies policies expiring within 30 days and creates reminder tasks for agents</description>
    <interviewLabel>Policy Renewal Reminder {!$Flow.CurrentDateTime}</interviewLabel>
    <label>Policy Renewal Reminder</label>
    <processMetadataValues>
        <name>BuilderType</name>
        <value>
            <stringValue>LightningFlowBuilder</stringValue>
        </value>
    </processMetadataValues>
    <processType>AutoLaunchedFlow</processType>
    <runInMode>DefaultMode</runInMode>
    <start>
        <locationX>50</locationX>
        <locationY>0</locationY>
        <connector>
            <targetReference>Get_Expiring_Policies</targetReference>
        </connector>
        <schedule>
            <frequency>Daily</frequency>
            <startDate>2024-01-01</startDate>
            <startTime>08:00:00.000Z</startTime>
        </schedule>
        <triggerType>Scheduled</triggerType>
    </start>
    <status>Draft</status>

    <!-- Variable for Collection of Policies -->
    <variables>
        <name>varExpiringPolicies</name>
        <dataType>SObject</dataType>
        <isCollection>true</isCollection>
        <isInput>false</isInput>
        <isOutput>false</isOutput>
        <objectType>Policy__c</objectType>
    </variables>

    <!-- Variable for Single Policy in Loop -->
    <variables>
        <name>varCurrentPolicy</name>
        <dataType>SObject</dataType>
        <isCollection>false</isCollection>
        <isInput>false</isInput>
        <isOutput>false</isOutput>
        <objectType>Policy__c</objectType>
    </variables>

    <!-- Formula for 30 Days from Now -->
    <formulas>
        <name>ThirtyDaysFromNow</name>
        <dataType>Date</dataType>
        <expression>{!$Flow.CurrentDate} + 30</expression>
    </formulas>

    <!-- Get Expiring Policies -->
    <recordLookups>
        <name>Get_Expiring_Policies</name>
        <label>Get Expiring Policies</label>
        <locationX>176</locationX>
        <locationY>134</locationY>
        <assignNullValuesIfNoRecordsFound>false</assignNullValuesIfNoRecordsFound>
        <connector>
            <targetReference>Loop_Through_Policies</targetReference>
        </connector>
        <filterLogic>and</filterLogic>
        <filters>
            <field>Expiration_Date__c</field>
            <operator>LessThanOrEqualTo</operator>
            <value>
                <elementReference>ThirtyDaysFromNow</elementReference>
            </value>
        </filters>
        <filters>
            <field>Expiration_Date__c</field>
            <operator>GreaterThanOrEqualTo</operator>
            <value>
                <elementReference>$Flow.CurrentDate</elementReference>
            </value>
        </filters>
        <filters>
            <field>Status__c</field>
            <operator>EqualTo</operator>
            <value>
                <stringValue>Active</stringValue>
            </value>
        </filters>
        <object>Policy__c</object>
        <outputReference>varExpiringPolicies</outputReference>
        <queriedFields>Id</queriedFields>
        <queriedFields>Name</queriedFields>
        <queriedFields>Agent__c</queriedFields>
        <queriedFields>Client__c</queriedFields>
        <queriedFields>Expiration_Date__c</queriedFields>
        <queriedFields>Premium__c</queriedFields>
    </recordLookups>

    <!-- Loop Through Policies -->
    <loops>
        <name>Loop_Through_Policies</name>
        <label>Loop Through Policies</label>
        <locationX>176</locationX>
        <locationY>242</locationY>
        <collectionReference>varExpiringPolicies</collectionReference>
        <iterationOrder>Asc</iterationOrder>
        <nextValueConnector>
            <targetReference>Create_Renewal_Task</targetReference>
        </nextValueConnector>
        <noMoreValuesConnector>
            <targetReference>End_Flow</targetReference>
        </noMoreValuesConnector>
    </loops>

    <!-- Create Renewal Task -->
    <recordCreates>
        <name>Create_Renewal_Task</name>
        <label>Create Renewal Task</label>
        <locationX>264</locationX>
        <locationY>350</locationY>
        <connector>
            <targetReference>Loop_Through_Policies</targetReference>
        </connector>
        <inputAssignments>
            <field>Subject</field>
            <value>
                <stringValue>Policy Renewal Reminder: Review expiring policy</stringValue>
            </value>
        </inputAssignments>
        <inputAssignments>
            <field>Status</field>
            <value>
                <stringValue>Not Started</stringValue>
            </value>
        </inputAssignments>
        <inputAssignments>
            <field>Priority</field>
            <value>
                <stringValue>High</stringValue>
            </value>
        </inputAssignments>
        <inputAssignments>
            <field>OwnerId</field>
            <value>
                <elementReference>$User.Id</elementReference>
            </value>
        </inputAssignments>
        <object>Task</object>
        <storeOutputAutomatically>true</storeOutputAutomatically>
    </recordCreates>

    <!-- End Flow -->
    <assignments>
        <name>End_Flow</name>
        <label>End Flow</label>
        <locationX>50</locationX>
        <locationY>350</locationY>
        <assignmentItems>
            <assignToReference>varCurrentPolicy</assignToReference>
            <operator>Assign</operator>
            <value>
                <elementReference>varCurrentPolicy</elementReference>
            </value>
        </assignmentItems>
    </assignments>
</Flow>