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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11 views

Flow Decision Element Limitation

I have flow in which through LookUp I added 20 decision elements. The flow works fine until it reaches 18 decision points then breaks, there is no error message shows up. Hence want to know hard limit ...
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10 views

Error while transferring pick list field between two objects via Visual flow with Global Picklist

I have a visual flow and want to copy the values of a multi-select pick list field from one object to the other. Both objects have a multi-select pick list field based on the same global pick list. ...
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1answer
20 views

Visual Flow - Count number of child records

I need to count the number of Assets per Account, in a roll-up summary field. My criteria is: Every time an Asset is created /updated, count number of Assets and store in field 'Number of Assets'. I ...
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1answer
22 views

How do I setup the FinishLocation on a flow?

We have certain accounts we use for only a very limited but very critical amount of information. I have created a Flow in Flow Designer (my apex knowledge is tiny) that gives my users access to only ...
3
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14 views

Resume an Autolaunched Flow with Wait

I am having issues with an Autolaunched Flow that is kicked off via Process Builder whenever a Task is added or edited. There is a Wait element that waits a few seconds then should proceed to lookup ...
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2answers
20 views

How do you loop through the User object to then update a custom field on the Account record that the flow was launched on

I have a VWF that begins is launched through a custom button on an Account record. There is a screen input element where an end user inputs a value. I need to know how to loop through all of the User ...
0
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1answer
10 views

Autoflow Error Message

I have a process set on the Opportunity object that launches an autoflow to create an Account and then link that Account back to a lookup field on the Opportunity. All works great. However, when ...
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22 views

Flow Finish Location using Process builder

I have Created a flow to generate order from quote, when the quote status changes to Accepted. Flow is invoked using process builder on quote obj, when quote Status is Accepted the flow will trigger ...
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1answer
18 views

Visual flow Lookup from contact page

I am new to Visual workflow i create a javascript button in contact page which on click redirects to a flow which should dynamically pull that contact information from contact page and display in the ...
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1answer
20 views

Remove value from Multi-select picklist in a flow

I have a lead field that is a multi-select picklist called "Subject". Sometimes there is a value that isn't a proper value, like "AP Physics" instead of just "Physics". I'm wanting to add a bit to my ...
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0answers
25 views

Process Builder and Flow on task

I have created a process builder which runs a flow on creation of task object. When a task is created for a lead, the whoId will be the leadId and the flow populates the whatId of task with the lead's ...
2
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0answers
26 views

Visual Flow Load Failure. Can't Load Invocable Actions

When I load any visual flows in my org I get a load error. Most of the time it won't open the flow though sometimes it does get through on the oldest version I have available. I tried opening a case ...
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25 views

Flow Finish Location

Link URL i have used for button is "/flow/Quote_to_Order?QuoteID={!Quote.Id}&retURL=/{!Order.Id}" This navigates me to home page on once i click the generate order button where as it has to take ...
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1answer
17 views

Visual workflow Page layout

Is it possible to change the Page layout on Visual workflow or customize if so any help regarding how to do is much appreciated
0
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1answer
28 views

Order Creation from Flows

I have an flow which creates order from quote screen using a button on Quote. But once the order is created it stays on Quote screen itself. My requirement is once the order is created it should show ...
2
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0answers
12 views

Flow not running correctly for User.

I have a Javascript Button that launches a flow. When I run this flow as a Admin everything works great. It takes input from a screen, updates a field on the Oppty, Creates a Chatter Post, and Creates ...
0
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1answer
18 views

Visual Work Flow Account Hierarchy

I have a visual work flow on Accounts and I need to evaluate whether a field on the parent, sibling, or child accounts related to the account the flow was launched on is blank or not. I'm looking at ...
2
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1answer
26 views

How to create flow so that the Account owner always follows records

How can I create a flow that the Account owner would automatically follow the account record in chatter regardless of which user created the record. If this is not possible can it be done using Apex. ...
0
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2answers
30 views

How To Send an E-mail to an Employee Whose email id is in another object.

I have created an object with name Customer Details in which i have also stored email id of customers... I have another object with name Billings. I used customer ID from Customer Details as lookup ...
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0answers
15 views

Posting chatter feed with an image using a flow

Is it possible to post feed with an uploaded image ( which is loaded as static resource) along with some text on to the feed. Let's say user has been created on which chatter feed need to be posted ...
8
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1answer
129 views

Summer '16 release breaking Visual Workflows?

Some of my visual workflows have been hitting permissions-related errors, and I suspect it's something to do with the Summer '16 release that hit my org over the weekend. I'm getting errors like this ...
0
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0answers
14 views

Getting finer debug log for Flows

I have a Flow that is launched from a process builder immediate action.  I have two branches in my flow one is working as expected but the other is not.   I turned on the finest level of debug for ...
2
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1answer
84 views

Is lookup in Visual workflow a kind of SOQL?

I'm new to visual workflows and while I was creating one I got this question. Does Any lookup (Fast/Record) adds SOQL to the given transaction and may cause governor limit hit? I want to use multiple ...
3
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1answer
61 views

Process Builder vs Flow

I have a process that launches when an opportunity is created or updated that then launches a visual workflow. This particular workflow, I have the process builder sending in variables from the ...
0
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1answer
30 views

How to use collections within a flow

I'm trying to use a combination of process builder and flow to accomplish the following. When an order is completed, create an invoice and invoice lines that are based off of the order and order lines....
3
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2answers
20 views

Salesforce Flow: Create record from sObject variable of another object type

I'm trying to build a flow (using Visual Workflow) to achieve the following: Cycle through Contracts object and find Contracts based on specific filters Create Leads from the information captured ...
3
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1answer
21 views

User Provisioning Flow

Has anybody created User Provisioning Flow for Connected Apps? There are no documentation related to it. Can you anyone tell me what is the procedure or Plugin Link?
1
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1answer
10 views

Record lookup missing fields from record, visual flow

In a visual flow I am doing a record lookup on the opportunity object. I set the object as opportunity and when I am entering the filter criteria, the field I am looking for is not an option. I have ...
4
votes
1answer
49 views

When creating an EventRelation of a public calendar validation does not function as expected

I'm using Process Builder and Visual Workflow to sync a custom appointment object and its "Room" selection picklist with the public resource calendars we set up for our conference rooms. Here's how it ...
1
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1answer
40 views

Can't Reference the Owner in the Process Builder but can in workflow

I am trying to reference the Owner in process builder and cannot. However, it works in workflow. I'm trying to use all of the new features for all of my development so obviously the simple answer is ...
0
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1answer
13 views

IDs in visual flow acting strange

In my visual flows I keep getting errors because the IDs used are not the ones I set. I have lead record with ID equal to 00QU000000el9vN or 00QU000000el9vNMAQ for the case sensitive ID. I set that ...
2
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1answer
27 views

Visualflow Issue

I am calling a visualflow through Process builder on Opportunity edit. Want to call a flow to create order for a OpportunityID then I don't find this "OpportunityId" field in the list. But ...
0
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1answer
38 views

fastlookups vs record lookup in flows (Visual Workflows)

Can someone please explain what is the difference between fast lookup and record lookup in flows. When should we be using fast lookups and when should we use record lookups. I have tried to find ...
0
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1answer
18 views

Possible to use visual flow in force.com sites

Is it possible to use visual flows embedded in visual force pages in a Force.com sites page? Also, using the visual force page with the embedded flow in a template? Thanks.
1
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1answer
22 views

Visualflow save and return

Is it possible to save and return to a set point in a visual flow...eg. get halfway thru the flow, save, return later to save point in the flow. Is there any way to accomplish that using flows? ...
3
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0answers
27 views

Fast lookup does not always return data as expected - sometimes will after wait

I'm running into an issue with some of my flows where a Fast Lookup will not return any records, when I know for a fact there are items that meet the criteria. I added a Wait statement to my flow, ...
0
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0answers
20 views

Visual Flow Do a fast Lookup against a collection

Is it possible to do a fast lookup against a collection? I need to get a list of email addresses based on a (changing) list of roles but Can't find a way to do a fast lookup and have a collection as ...
1
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1answer
39 views

Refresh my Account on Finish Button of my Flow

I embedded my flow into a visualforce page and included the command "finishlocation". Using another visualforcepage and an extension I am only able to close the Flow Window. I would rather like to ...
3
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0answers
24 views

Workflow Flow trigger issue

I have a workflow rule with Flow trigger to perform some action but it is working fine in my sandbox system but it is not working in production, In debug logs I am getting Error: Could not evaluate ...
2
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0answers
32 views

Dependent class is invalid and needs to be recompiled

I have written a controller extension and am having difficulty deploying it to production. The extension allows a flow embedded in VF to finish on a Case record created during the flow. The error I ...
0
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0answers
13 views

Can we updated owner in case object with portal user in salesforce? [duplicate]

i have update owner name by using flow .and set all permission require for that user. plz provide me sloution can we update owner name in case object with portal user. Rk
0
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2answers
20 views

Override FlowPageBlockBtns CSS for Visual Flow page?

Has anyone been successful in overriding the FlowPageBlockBtns CSS for a Visual Workflow VF page? https://developer.salesforce.com/docs/atlas.en-us.pages.meta/pages/pages_flows_customize_runtime_ui....
0
votes
1answer
64 views

SFDC Advanced Visual workflow loop optimization

I am trying to do a conditional, multi-level deep clone based on a hierarchy of template records. The conditional part means that if the target record exists, then I do not update/overwrite it. I ...
0
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1answer
16 views

Action not Found in flows [closed]

I have created a process builder and trying to call a flow from it. But it is showing me an error that action not found. please help me her
2
votes
1answer
20 views

Visual Workflow Display Text Not showing

I have a visual workflow with an input screen for users to enter in certain data. On this input screen I want to show a fields from the Account object as display text. The field exists on the Account ...
2
votes
2answers
46 views

Evaluate the current User in a visual workflow

I created a Visual Workflow that launches after a user clicks a custom button on the Account page. I'm wondering if I can use Decision logic to evaluate certain attributes for the logged in user and ...
1
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0answers
32 views

Auto creation of Sales team from Account team on Opportunity creation

I want to copy Account Team & Account Share records to Opportunity team & Opportunity Share objects while creating a new opportunity. I have accomplished this by writing a trigger. Anyhow I ...
0
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0answers
96 views

What does this flow error mean? The number of results does not match the number of interviews that were executed in a single bulk execution request

An error occurred at element Search_Vendors (FlowActionCall). The number of results does not match the number of interviews that were executed in a single bulk execution request. I am getting this ...
0
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0answers
31 views

How to make REST Callouts from Visual Workflow?

We have a requirement where we need to accept some inputs (couple of text inputs) from user and pass this input to a REST Service which will return search results(List of a custom class) based on the ...
1
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1answer
37 views

select account (lookup) through picklist on Flow Designer

I have a flow designer and it's based off of a custom object with has an account associated to it. However, I cannot figure out how to select the account through the drop down list. Whenever, I ...