Visual Workflow allows administrators to build applications, known as flows, that guide users through screens for collecting and updating data. For example, you can use Visual Workflow to script calls for a customer support center or to generate real-time quotes for a sales organization.

learn more… | top users | synonyms

2
votes
0answers
8 views

Is it still impossible to start a Flow Interview for a VisualForce Controller's Unit Tests?

Currently looking at An Advanced Example of Using Been writing some unit tests for the VisualForce controllers I've been creating, which, with my original code would result in "Interview not ...
0
votes
0answers
20 views

How to make a flow run if Opportunity Closed Date equals Today

I have a flow created in Salesforce (using Cloud Flow Designer). This flow essentially duplicates an opportunity but changes a few fields - in other words, it creates a renewal opportunity. I ...
0
votes
0answers
16 views

How to handle No Records found in visual workflow

I have a flow which works fine when it finds records, however the issue is when there are no records found I want to exit the flow nicely but having a hard time with that for some reason. The error ...
0
votes
0answers
15 views

How can I send an email via Visual Flow that includes a record link?

I am fairly new to Flows and am working through a flow that sends an auto-notification email from a task, but rather than use an existing email alert to send the email, I am trying to build it within ...
0
votes
0answers
14 views

Visual Workflow - Format the display of each record for an SObject Collection Variable?

I'm using a Fast Lookup to retrieve a list of records in visual workflow. I'd like to format the output on the screen (e.g. show one record per line). Is this possible? When I use the "Display ...
1
vote
1answer
34 views

How to direct user to New Contact Page when New Account Created

I am trying to find a way to direct a user to the New Contact page automatically when a new account is created. I was thinking of using a VF page which overrided the edit on an account. The page would ...
2
votes
2answers
78 views

Visual Workflow - Passing sObject Collections back from SubFlow causes crash

Am having huge trouble trying to pass an sObject Collection (of a Custom Object) into and back out of a subflow. PreNote: When I try to save the Master Flow, it always gives an error that the types ...
0
votes
0answers
23 views

Visual Workflow: Add multi-select to collection variable

I have a visual workflow where I create (or lookup) a contact that includes multi-select picklist for school subjects. Now I want to create a Collection Variable where each entry is one of the ...
0
votes
0answers
20 views

How to create a Log a Call task using visual workflow?

I have a workflow for our inside sales team to use when prospecting. This first steps of the workflow create a new prospect account and assign a contact to that account. The next screen allows the rep ...
0
votes
0answers
32 views

Problem passing Account object from VF page to Flow sObject Variable

I have a problem passing an Account object from a visualforce page to an sObject variable in a flow. Error: When I go to the url: ...
0
votes
1answer
106 views

How to bulkify headless flow?

I have access to the headless flow pilot and I have a process I would like to bulkify. Basically a Lead could be Opted in, in which case we need to make some fields true, or opted out, marking the ...
0
votes
1answer
33 views

Workflow/flow to change opportunity owner to child object owner when child object is linked

Struggling a bit here. I am trying to create a workflow/flow that will automatically update owners of an opportunity without the complexity of creating a trigger. The relationship goes - The ...
0
votes
0answers
34 views

Flow variable is getting lost after clicking previous button

I have created a Visual Work Flow which creates a contact and opportunity record by clicking next button in the 1st screen. I am storing the created contact and opportunity in two different flow ...
2
votes
2answers
127 views

Visual Workflow - how to evaluate whether an sObject Collection Variable isnull?

Within Visual Workflow ("flow"), I need to evaluate whether an sObject Collection Variable contains any record Ids. I.e., is the sObject Collection Variable null or 'empty'? If the sObject Collection ...
1
vote
1answer
60 views

VisualFlow - Field Lookup

I'm creating a flow and was wondering if there exists the capability to lookup records on the input screen. On the standard record creation page, some fields have a lookup icon, shown in the ...
3
votes
1answer
61 views

Workflow Email Alert Error: “action name not found: <Email Alert Object>” when in package

So I have a workflow I am developing as part of a package in the Developer Edition. This workflow sends out an email alert. Now I am having issues with it. When the package was not name-spaced, the ...
1
vote
1answer
61 views

Visual Workflow not running due to FLOW_ELEMENT_FAULT

I'm pretty new to this Flow Designer, so that's out there... I'm kicking off a Flow (screencast.com/t/1BzgE0D7L) with a Flow Trigger (screencast.com/t/wDcb5TESKdwY). But when I look in the logs ...
0
votes
0answers
63 views

Land on Child Record Create after Saving Parent

I have a Parent child relation, Insured and Insured Coverage. This is not master detail. The goal is to end on a new child record creation screen with the parent lookup field prepopulated after the ...
1
vote
1answer
186 views

Why Trigger ready Flow can't have a Screen element?

I am new to salesforce.I am getting this warning while crating a flow. Trigger ready Flow can't have a Screen element. Remove this element If you want it to be trigger-ready flow. This is the my flow ...
4
votes
0answers
87 views

How to get ids of records I created in visual flow

I have a flow where I've looked up and looped through service contracts and looked up and looped through contract line items storing sobject variables which I've placed into a collection. I then ...
1
vote
1answer
57 views

Redirecting in flow without code

I am trying to redirect my flow back to a standard page using this <apex:page standardController="Opportunity" > <flow:interview name="My_First_Flow_New_Primary_Contact" ...
0
votes
1answer
39 views

Creating a flow that will on an existing account create an opportunity and populated some details

i have been working on this for the last 2 days and making bit of progress, i am stuck at the first part which is crutial to me and i cannot get my head around it yet, i think once i can understand ...
3
votes
1answer
81 views

Is it possible to create a flow that creates an opportunity and an event from the account screen?

I am building out a new SFDC org for my new company and i want to use flows to try to cut down on my users using multiple objects, i have tried this in the past but a few years back in a different ...
0
votes
0answers
53 views

2 vs 1 columns in visual flow causing unneeded white spaces

If you are creating a visualflow, styling is messy... Salesforce already offers some sort of workaround by exposing some styles but it's still limited. The biggest problem I'm having with flows (like ...
1
vote
1answer
97 views

Visual Workflow - getting field values from sObject into a flow field

I'm absolutely not clear on this so I'm gonna go ahead and ask: Can I - when using a flow - get the field values for a dropdown value from a sObject variable, like you can when using a Visualforce ...
2
votes
0answers
86 views

Visual Workflow: Cannot get choices to display properly

I am very new with VWF's and do not have any coding knowledge. I am trying to create a flow where my users can lookup a contact, view the existing information, and then update any changed information ...
1
vote
1answer
84 views

Redirect Flow to starting record without custom controller?

I'm using Visual Workflow embedded in a VF page from a button on an Opp, and I want the user to be redirected back to that same Opp record when the Flow completes. The page is using the standard ...
2
votes
2answers
216 views

Unhandled Process Fault Exceptions in flows after Summer 14

I have been receiving lots of complaints from our Call Center agents and many others trying to use Flows after Summer 14. The errors that they are seeing are "nested exception is: ...
0
votes
1answer
175 views

formula field in flow

Formula fields in flow. I have created a formula field of Concatenation of 3 variables used in a flow which are text fields. This formula field is later used when creating a record. Name field(type ...
1
vote
0answers
53 views

apex:actionFunction stopping previous button to show previous screen

i have a visualforce page <apex:page controller="ActionFunctionDemoController"> <flow:interview name="Calculator" rerender="ddff" /> <apex:outputPanel ...
4
votes
1answer
201 views

Salesforce Flows in Salesforce1 app

We are considering the idea to use Visual Workflows (Flows) for a few business scenarios in our project. However, we have several users dependent on Ipad or other smart devices. We are not sure how ...
3
votes
1answer
157 views

Visualforce error Not Serializable: Component.flow.interview

i am using dynamic Visualforce component created in Apex public with sharing class Sample3 { public Component.Flow.Interview flow{get;set;} public Sample3(){ flow= new ...
1
vote
2answers
314 views

Loop Element in salesforce Visual WorkFlow

there is a loop element mentioned in Visual Workflow.but in my developer org in which i can create a Flow.when i see palette tab there is no loop element.i can create Apex Classes and Apex Pages with ...
2
votes
0answers
208 views

How to update a record created on a flow?

I am having the following issue with a flow: The flow creates an account, after a couple of extra screens it needs to update that account, this is a simple version of the flow: The flow saves the id ...
2
votes
0answers
134 views

Redirect to Lead detail page from visual workflow

I have a flow which involves a record lookup to Lead object. If the record is found, then user needs to be redirected to the corresponding lead detail page. Lead_id is the flow variable that stores ...
2
votes
1answer
200 views

How to get id of record create on visual workflow?

I am trying to get back the id of a record created via a visual flow, I have try to use the same code as the following question on stack overflow ...
0
votes
0answers
63 views

How to create Apex Class Object Of Flow Type generated From Metadata WSDL

i am using library https://github.com/financialforcedev/apex-mdapi .i used readMetadata function for getting flow objects.but this function doesn't support flow.so only option that i am left with is ...
1
vote
1answer
80 views

Getting meta data related to a Visual Workflow From Rest Api

i want to retrieve list of Visual Workflow in VisualForce page.i dont want to use SOAP api because its very bulky in size(Metadata Service class size).Is there any soql query method or rest api method ...
1
vote
2answers
78 views

create flows button using JavaScript in salesforce

I want to display flows in lead object direct button no need to use visualforce pages,i think it is possible in javascript can you please suggest me... Thanks, Bhaskar
1
vote
1answer
200 views

Error: Compile Error: Invalid type: doubler

i am trying to write a class which will be used as Apex Plugin in flows .i write the code public class FlowController { //Instance of the Flow public Flow.Interview.doubler myFlow {get; set;} ...
3
votes
1answer
320 views

Creating record in visual work flow for each selected value from a multi select picklist

I have a Screen in my visual work flow containing multi-select picklist with dynamic options (records of another custom object CustomObj1). And CustomObj2 looks up to CustomObj1 in the data model. ...
1
vote
2answers
83 views

visual workflow: country list dropdown

I am building a Visual workflow where one of the fields is a drop down for the user to select a country. Is there a way to bring the list of all the countries in the world via Dynamic Choice? or do I ...
0
votes
1answer
40 views

Visual flow not able to select resource on Record create

I have build a visual flow that creates accounts records. For some reason when I am mapping the fields, the system doesn't allow me to select resource, to some of the fields, please see image below: ...
0
votes
0answers
47 views

Receiving SOAP messages in APEX

I have been trying to figure this for a long time now, my issue is : There is an outbound message that is being sent from a workflow rule (on create) with the Record Id, I want to capture this ...
1
vote
1answer
312 views

Visualforce Error dealing with visual flow and custom button

I created a visual flow that creates an opportunity, contact, and account department from one form. I made a custom button called "Create Service Contract" and put it on the account page layout that ...
0
votes
0answers
195 views

Display Rich Text Field in Visual Workflow (Flow)

Use case 1: We need to implement a Flow to ease the data entry process for a particular custom object record that has somewhat complex logic/validation rules. Flow allows us to provide screen text and ...
1
vote
2answers
102 views

Data not being passed to a Flow within a Flow

I've created a visualforce page that has a "popup" (aka outputpanel that is rendered when the flow is called). This works fine for Flows that don't reference another flow. I've created a flow that ...
1
vote
0answers
36 views

strange behaviour of validationrule on opportunityline in test coverage

Some time back, I asked the following question: different behaviour when adding opportunityline through visual flow? This has always remained a mystery... Now today, I stumbled upon this behavior ...
3
votes
1answer
537 views

Trouble with Test Class

I need to create a test class to test an apex Controller/Extension I have created. Functionality Objective: Embed flow in Visualforce page, so that the flow is started from a custom button on the ...
0
votes
2answers
89 views

Validate Visual Work-Flow to ensure at least one field is selected

I have a Visual Work-Flow that has a 10 checkbox fields on page. I wish to insert validation so that the user cannot get through to the next page without selecting at least one checkbox to True. Can ...