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.

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Importation with one to many relationship objects

I will be receiving data form an outside source as well as from our own accounts dept. I have 2 Objects, Clients and Policies. The Clients object is the Master and the Policies the Child. There will ...
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1answer
31 views

How to populate the Name field of a record based on the value of another field

I have a custom object called Gym_Issue that has a field called Gym_Issue Name (a default field created by Force platform) and a Contact lookup field. I would like to populate Gym_Issue Name by code ...
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8 views

Partial updation/creation/deletion of records in Visual Flows are possible?

I am wondering and did not found any article on this as we all know, DML database methods allows partial success of a bulk DML operation if a record fails, the remaining of the DML operation on ...
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1answer
18 views

Entering Record Type into a Visual Workflow Screen element

I am attempting to include Record Type as a field to be filled by the user in a Flow screen. I was trying to enter it as a typical picklist type of dropdown field, and using Picklist Choice as ...
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1answer
23 views

Try to pass a PageReference variable to navigateToURL to produce dynamic results

I have a visual flow and I added jQuery to handle a click event on the finish button that calls sforce.one.navigateToURL(). The goal is to direct a user to a detail page once the flow is complete. It ...
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1answer
18 views

Flow not Updating Records

I'm trying to use Process Builder in conjunction with a Flow to update records. My Org uses Person Accounts and I have a custom Junction Ojbect linking Contacts to another Custom Object. When a ...
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1answer
12 views

Visual Flow Creating Opportunity and set probability AND stagename

I have a visual flow that essentially generates a renewal of an already existing opportunity. The flow is launched from a button on the opportunity. I use the record create element to create the ...
3
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1answer
21 views

Visual Flow: How to set Date field to Null / Blank?

I can't figure out how to do this. There seems to be no global constant for blank/null associated with Date fields. If I attempt to add {!$GlobalConstant.EmptyString}, or {!$GlobalConstant.Null} to ...
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11 views

How can I display the Primary Contact Role of an Opportunity on the Opportunity record?

The scenario is as follows. Our Opportunities will have a Primary Contact Role assigned. Once the Opportunity is approved we'd like a workflow to trigger an email to the Primary Contact. I'm looking ...
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3answers
51 views

Way to check triggers on object

I am trying to import some data on a particular object, hence is there a way to check which of our objects are tied to triggers, flows, etc.
3
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0answers
18 views

Datepicker Issue in Visual workflow

I have my user "locale" set as Korean. There is simple visual workflow with a 'date' type field. And when choosing the date in the flow, it gives the error Invalid Date Though the dates are ...
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2answers
35 views

FlowInterview objects access to Community Users in custom controller

I am currently building a customer community that is using a Flow. We want to take advantage of the pause-able flows and display paused flows in a particular way. I am using a completely custom ...
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1answer
34 views

Workflow limitation on field update

Can I do Field update on a field with Logged in User ID? If not, please let me know a work around for that if possible. Thanks in advance!
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1answer
19 views

VisualFlow and Process to update custom Owner field on record that is detail of master-detail relationship to logged in user

We have an object that is detail object in a master-detail relationship, but we still wanted it to have an owner field. so we created a custom field that looks up to Users. However it currently has to ...
2
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1answer
43 views

entry for deploying flows using package.xml

there are two metadata types named flow and flow definition. do we need both for deploying flows and process builder processes ? When i did a retrieve, for flow metadata type, i see entries like this ...
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1answer
13 views

Visual Workflow: Not able to view fields accessible via API or via standard page

I'm trying to create several sObj through visual workflow. In a couple of the standard junction objects important id fields are not showing up. Let's take "Quote" for instance. I'm trying to connect ...
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1answer
20 views

Visual Workflow: Creating Choices from a Collection

I'm creating a visual workflow and trying to add a dynamic dropdown. Through a loop that looks up records in one field based on parameters passed in the URL, I've saved the values into a collection ...
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1answer
16 views

How to pass multiple IDs to visual flow sobject collection variable from javascript button

I'm constructing the following url and then calling it in my javascript button, however, the sobject collection variable is not being populated. ...
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1answer
30 views

Visual Workflow: Show/Hide Fields

I'm creating a visual workflow which will guide a user through creating different sObjs. Depending on user input from a previous page, I'd like to show/hide future fields. Example: Screen 1 ...
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1answer
23 views

Can I partial match a string in visual workflow?

My use case is as follows in my flow a user enters a subject into a text input field. I then place the input into a variable. I then perform a record lookup on a custom object to find any records ...
0
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1answer
16 views

Flow to Call VF Page

Does anyone know if it's possible to use a flow to call a VF page that will then create an Account? I want the flow to have a radion button with 2 choices, each of which will direct the user to a ...
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1answer
13 views

How do I attribute a Campaign to a Lead using visual workflow?

I have a publicly accessible flow and it has been working great. As an adjustment, we would like to hard code a campaign for each lead created by this flow. However, updating the campaign field from a ...
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0answers
16 views

Embedded Visualforce Page Flow Error

I have an embedded Visualforce page designed to replace the "New" button on the Account object. The page calls a Flow, where users are able to check off checkboxes for the type of Account. The finish ...
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0answers
22 views

Object option not available in process builder

I'm trying to update all child records from a custom object related to a contact. My understanding is that this has to be done using a flow. I've currently got a fast lookup that connects to a loop ...
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0answers
12 views

Flow Designer Dynamic Record Choice

With our current architecture we can have multiple quotes attached to an opportunity. Multiple plans can be attached to each quote. My flow needs to display these plans that are associated to the ...
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0answers
18 views

Adding or Updating EventRelation on Shared Activities in Flow

I built a visual workflow for a meeting rescheduling process. The flow needs to be handled by anyone, not just the meeting creator. The flow is called from the Event object itself. Note that Share ...
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1answer
18 views

Visual Flow Approval

From my visual flow, I need to approve a record that's in the pending stage of an approval process. I've been able to get as far as creating a flow that gets the pending ProcessInstance of the record ...
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1answer
51 views

Get the Record ID at the time of pressing a custom “New” button

As it is now, I have a custom button at the top of an object's (ObjectA) page layout which launches a VisualForce page - which in turn launches a Flow - which ultimately creates a record for another ...
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0answers
24 views

Using Salesforce Flow to compare two collection variables

I am creating a flow with 2 fast look ups and returning the data to two collection variables - how do I then make a decision based on whether the data is the same in the two variables (like a Vlookup) ...
0
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1answer
36 views

Populate Record ID From Flow to Visualforce Page

I have a custom object that has a Master-Detail relationship to the Opportunity object. I have an embedded VF page on the Opportunity that uses Javascript to check conditions on the Opportunity, and ...
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0answers
15 views

How can I translate ONLY the labels of picklists in my visual flow?

I have a Visual Workflow that is embedded in a Visualforce Page that picks out the user's language and renders accordingly. Now that It's possible to use labels in the flows, Salesforce's translation ...
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0answers
13 views

Format date for the flow:interview finish location

I know there are several questions and answers on how to format a date in a Visualforce page, but now I have a more complex one. I am using a flow in a visualforce page and I need to redirect the ...
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0answers
25 views

Questions related to Visual workflow

I am working on a project to implement guided selling feature by using visual workflow. I have couple of questions related to visual workflow with respect to requirements: Q1) In order to improve ...
0
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1answer
25 views

Flows in Visualforce pages - odd error message

I have a Visualforce page that looks like this (simplified a bit) <apex:page controller="ManageSiteScholarCtrlr" > <apex:form id="ManageSiteScholarFrm"> ... ...
2
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1answer
63 views

Making the FinishLocation of a Flow as the newly created Record

I am creating a new record using Screen/Create Record elements of a Flow. I am starting that Flow with a customized New button. I am now attempting to make the FinishLocation as the newly created ...
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1answer
15 views

How to re-direct user by setting the retURL from a visual workflow

I have a scenario, where users clicks a button from Opty which invokes a flow by passing the Opty ID as a variable. Now I am creating other child object in the flow and have to redirect user to that ...
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3answers
65 views

Using Flow & Login Flows to show my release notification

I'm creating a visual workflow & login flow so that my users see a release notification before each deployment. I only want them to see the notification once, instead of every time they log in, ...
1
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0answers
19 views

Visual Workflow - Any possibility to use screen choice field in the same screen?

We have a flow that has a screen element. In this screen, we have 2 fields: a dropdown list with preset values (in our case field 'Brand') 1 dynamic choice, where we want to show Products We'd ...
1
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1answer
55 views

Visual Workflow Text Area Character Counter

I've successfully implemented a character counter using js in a visualforce page. I was hoping to use the same or similar functionality for text area fields in a flow embedded in a visualforce page, ...
2
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1answer
65 views

Apex Class to Handle Flow/Process Errors from Validation Rules (Invocable Method/Variables)

I'm working on converting our workflow rules to Processes and Flows so that they can be better consolidated and followed by the business. I am running into the "Unhandled Error" message due to ...
2
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1answer
141 views

How to update multiple records from search/view/SOQL using Flow

I have an update action, where I need to update a varying number of objects (these can be created as a view, report, csv file, excel file, simple paste into window). I want that my users will get a ...
0
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1answer
116 views

OnClick Javascript button to launch a flow

Im trying to launch a flow from a button using javascript. In my code so far I have: {!REQUIRESCRIPT("/soap/ajax/34.0/connection.js")} String base = URL.getSalesforceBaseUrl(); alert(base); ...
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1answer
49 views

Flow: Fast Lookup with date filter

I'm in a flow and I Fast Created a bunch of opportunities. Now I need the record IDs of those opportunities. Since they are not automatically added to the SObject Collection I wanted to do a Fast ...
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1answer
23 views

How to add SObject to an SObject Collection in Visual Flow

I have a flow that loops through a few collections and eventually brings me to a point where I have assigned an SObject a set of variables. Then I want to add that SObject to a new collection for fast ...
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0answers
16 views

Is it possible to use Page.Parameters to set the retURL in a VF Component?

I have been asked to create visual flows for Service Console users for complex Case types. I'm testing with an existing flow, using a VF Component to create a button that launches the flow. Clicking ...
2
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1answer
37 views

Visual Flow screen with data type conflict between text and picklist

I created a flow where I reference a picklist field in a screen. The field in the screen "Tipo_de_Contrato2" is Choice Type "Dropdown list" and Value Data Type "Text". I associated a choice, ...
0
votes
1answer
116 views

Process builder is not triggering

I have created a wf rule with time based action which will run after 1 hr rule triggered date and update checkbox send_Email__c to true. In process builder i have added the criteria is if ...
4
votes
1answer
47 views

ContentDocumentFeed vs FeedItem

TL;DR: Question about the ContentDocumentFeed object and the FeedItem object: which is the one I want to use when accessing files uploaded through the Salesforce Files Sync tool? I can see that both ...
2
votes
1answer
84 views

Create multiple records in visual workflow using user input

I'm trying to create multiple records in visual workflow. The records will represent merchandise that's booked into warehouses. The page the user will see has some drop-downs and a large text field. ...
2
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1answer
69 views

Delete Inactive Workflow

I am getting below error while trying to delete an Inactive Time-Based Workflow. Can someone suggest how to delete that? Error: Cannot Delete this Workflow Rule This workflow rule ...