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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10 views

in a flow limit number of elements for a fast lookup

I'm trying to figure out how to limit the number of records my fast lookup is returning. Use Case: We have customers who can redeem their points for rewards, like starbucks. For these Starbucks ...
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2answers
29 views

New to Visual Workflow — Trying to move Trigger/Class to Visual Workflow/Process Builder

I am trying to learn more about Process Builder along with Visual Workflow. Currently, I have some apex code that operates in bulk that will query a set of accounts in a trigger to see if a text ...
3
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1answer
27 views

Trigger Ready Flow /Process Builder to open record in edit mode (URL/e)

I would like to use an auto-flow (ie. not use a button, but use trigger ready flow /process builder to auto-launch a flow) to open up a current record in Edit mode. Ie. Hack the URL so that the URL ...
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1answer
20 views

How to change the field type from dropdown list to a lookup field in Flow?

I have a requirement to change a Flow related field type from an existing Banner field(a picklist value) a dropdown list to lookup field in Flow. Is it possible to change, Please do reply the steps ...
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1answer
27 views

“Unhandled process fault” email from Flow - even when Fault handled

I have a flow that can be triggered from a button on a VisualForce page and from a trigger. It basically has some logic around the opportunity line items then it submits the opportunity itself for ...
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1answer
23 views

Can I update a field using a Lookup in a Flow?

I've read the implementation guide and a number of other resources. I wonder if I'm just being dumb, but I can't see how to use a flow screen to display an Account's name and Parent Account field, and ...
2
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1answer
33 views

Visual Workflow - Duplicate IDs in Collection Variable

My flow is failing to trigger due to this error: "Sandbox Encountered unhandled fault when running process Data_com_Get_Contacts_Constraint/301J00000000idC exception by user/organization: ...
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1answer
33 views

Copying Lead field type=ID to Oppo lookup field (also type=ID) during lead conversion

I built an easy process in Process Builder where I can bring over the LeadOwnerId to a new field on the Opportunity when it's converted called LeadOwnerId__c. However, I'm running into the Too Many ...
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1answer
14 views

Is it possible to use the Flow Name of a visual workflow to populate a field on the record that was created by the Flow?

I have a flow that creates a case record and would like to populate a field on the new case record with the Flow Name. So I basically need to track which flow created the case record. I have had no ...
2
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0answers
36 views

Error in Flow - Update Element

I have a bulkified flow which updates the user record. The error specifically occurs in a FastUpdate element which updates the user records stored in a SObjectCollectionVariable. Error string: ...
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1answer
101 views

I am getting error “An error occurred when executing a flow interview” in process builder

I am trying to call a Autolaunched Flow from Process. In flow I have two elements, that the first element to call apex method with passing few parameters from flow to perform logic and updating ...
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2answers
33 views

Using Ischanged in a workflow rule

I am trying to create a work flow rule that sends an email to our licensing group anytime a contact record goes from inactive back to active. Can I use ischanged and have it only trigger when it goes ...
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14 views

How do I handle date and a text in a Visual flow- formulae

I have an expression that contains below data types: counter --- data type Number /Constant Text --- any text Date ---- any date present in system. The formula return type is text : so have ...
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1answer
18 views

Accessing previously attached files in visual workflow

I'm using the Visual Cloud Workflow Designer to build a flow that will help users work cases. I need to provide them with access to the files already attached to the case they're currently working ...
0
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2answers
44 views

Login Flow - Show notification and then force logout

I'm creating a login flow that allows/denies login access depending on if a user has a checkbox selected on their User record. If login access is denied, I want to show them a short message describing ...
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0answers
16 views

Time dependent workflow acction on Oppo- Account level

I am creating a workflow on the opportunity level to create a task 2 weeks after the Account End Date has passed. Although it is visible on the opporunity, the parent for that field is on the account ...
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0answers
32 views

Error in VF Page from Custom Button

I have a flow in place that is assigned to a custom List Button on the Opportunity object. It is meant to create an Opportunity when the custom button is pressed the related list on the Account. The ...
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0answers
27 views

Flow Error From VF Page

I have a flow in place That is assigned to a custom List Button on the Opportunity object. It is meant to create an Opportunity when the custom button is pressed the related list on the Account. The ...
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2answers
194 views

How to access child record IDs through lookup in a Flow

I'm working a scenario where the Address of a parent record once changed shall update the address field of the child records as well. Initially i created a process to do so and it's working fine. ...
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1answer
31 views

Make a clickable link in salesforce Flow screen

I have a flow that runs on a button for a contact to create an Opportunity. The flow will check to see if the opportunity exists. If it does not exist, then the user goes through the process of ...
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0answers
19 views

Dynamic Choices query using multiple IDs Visual Workflow

Is there a way to query records using multiple IDs in a Dynamic Choice? Dynamic Choice Basically what I'm trying to achieve here is: SELECT Sam_ID__c FROM Address_Information__c WHERE Id in: ...
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0answers
25 views

Collection Variable as Dynamic Choices/Choices in Visual Workflow

Is there a way to use a collection variable for a dynamic choices/choices element within the flow? ex. I have a collection variable "numbers" within the flow that I've already populated with (1,2,3) ...
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1answer
37 views

Visualforce Page Error with Flow

I have a flow in place for Opportunity creation from the Account. The flow requires some fields to be completed on the Account before the Opportunity can be created. I also want the user to be ...
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1answer
55 views

Custom Button & Flow

I've created a custom List button on the Opportunity. When clicking the button, the user is redirected to a VF page that invokes a custom flow from a custom controller. The flow works properly on ...
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2answers
83 views

Control Finish Location for a Flow

My organization has a custom button on the Opportunity which calls a Flow to create the Opportunity. The code for the button is as follows: ...
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1answer
151 views

Use Trigger Ready Flow /Process Builder to add Members to Case Team

I would like to use Trigger Ready Flows - whenever Status updates from A to B on a case, The Case Owner will be auto-added as a Member on the Case Team. I know that this is possible with a trigger ...
2
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0answers
25 views

Creating and update same object in a flow

I created an object in a flow, and then made a decision tree to update it if some value is true. The flow definitely reaches the update element, and it has all of the info necessary to update the ...
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1answer
27 views

Read URL parameter as variable in visual workflow

scenario is like this, marketing team sent blast email to campaign member. member receive the email invitation. if member want to confirm his attendance for the campaign, he can simply click the ...
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1answer
34 views

Process Builder running 2 versions with a time based Create Action?

I revised the initial process to include few more fields on a time based create action. Now I have 2 records being created the same time and only 1 Process is active. What could be wrong here? Is ...
2
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1answer
65 views

Process Builder - Revision (Deactivate and then Clone then Activate)

Do I have to update the records again to trigger the process builder with the revised one, or does it automatically use the same Process with the updated version?
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1answer
67 views

How to carry over pick list values from old Opportunity to new one?

I have a workflow and Process builder that creates a New Opportunity. In that new opportunity I'd like to carry over 2 custom pick list fields data from the old opportunity. Is that possible using ...
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0answers
21 views

CSS in Visual Flows [duplicate]

I'm trying to control the look of a flow activated by a visual force page. I tried the following and it doesn't work. Anyone knows how to do it? <apex:page standardController="Case" ...
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2answers
48 views

administration: Is it possible to populate the opportunity name with the word renewal + Date(year) in a text formula?

I have a process builder and a workflow active to create an opportunity on its renewal date. I am wondering if I can create a text/date based formula that outputs the current opportunity name + the ...
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1answer
31 views

Flow being fired twice when pressing a custom button. By interview.apexp?

I just created a flow that looks up an account and displays a screen to allow the user to enter values in a textbox and select something from a dropdown. It then creates an opportunity using some ...
2
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1answer
351 views

Process Builder Sandbox vs. Production

I've created a process in Process builder to coincide with a workflow. The idea is to create a new opportunity ( time based ) once the criteria is met after the workflow has been triggered. For ...
1
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1answer
38 views

Visual Flow - Unable to pass multiple selected values from one screen to next screen

I want to create a visual flow wherein there will be two screens. On first screen I want to select few fields(only name of fields will display in multiselect picklist) from a list of lets say 20 ...
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1answer
48 views

Passing variables into flow

I have two custom buttons on contact, Create Opportunity and Create Adoption Opportunity. The URLs for the buttons are as follows: /flow/Create_Opp?varContactId={!Contact.Id} ...
2
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0answers
143 views

Flow from process builder errors on data load - Too many soql queries

I have a simple flow that changes the owner on an opportunity to the account owner upon creation. It is called from process builder when the opportunity is created. Three simple steps: 1. Lookup ...
1
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1answer
78 views

Issue with checkbox initialization in Visual Workflow

Below is a simplified flow to illustrate the problem I am facing. In above flow Screen [dscA] has a checkbox named [chk1] which has default value of FALSE. In the record create step this is assigned ...
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2answers
90 views

Add visual force page as a window in service cloud console

I'm trying to add a visual force page, that starts a flow, in the service cloud console and it's not working. I go into customize --> cases --> page layout but there is no option there to add a ...
0
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1answer
132 views

Can I fire a workflow rule on an New opportunity created after lead conversion?

I have a field on my Lead record called Next Step, on conversion, this field is mapped onto the newly created Opportunity record. Is it possible to be able to fire a workflow rule against the ...
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0answers
61 views

Post to Chatter with Visual Flow

I want to use Visual Workflow to post to chatter when a case has been submitted for approval. I have a custom button called 'Submit' which runs the flow - submits for approval and should post to ...
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1answer
454 views

Process Builder keeps failing

I am trying to explore this feature.I am doing a simple step : which check if object A is created or edited, it should insert reecords of change into Object B. But i keep getting the below error: ...
0
votes
1answer
185 views

any way to handle validation rule errors nicely in flows

When working with a visual flow, it seems that when you get an error saving a record because of a validation rule, that the only error Salesforce will give you is: An unhandled fault has occurred in ...
1
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1answer
48 views

Approval Process - How to get a visual on where a case is in an approval hierarchy?

Is there a way to get a "diagrammatic representation" of Visual workflow approval process (for Admin/Manager User login) as to get an insight on what step the current record is in the approval ...
0
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1answer
62 views

Unable to run a lookup in flow on a public Site page

I'm using flow on a site page, and after I enter my Club number and click next I get the below error message. "unable to parse field as dataType could not be retrieved for the passed field: ...
0
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1answer
19 views

Does Salesforce Visual Workflow support swim lanes?

I would like to know if Visual Workflow support swim lanes? If not, is there any (free) utility that can be used to generate flows?
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0answers
97 views

Email notification on password expiration

I need to send an email for all users using one particular profile if password expires within next 30 days... Implemented workflow similar to the one in ...
4
votes
1answer
41 views

API calls to backend from Salesforce flow

I'm trying to figure out how to create RESTful API calls to my backend from inside the Salesforce flow - for example i want to retrieve a field from my backend and then make a decision upon that ...
3
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0answers
161 views

Visual Workflow: fast lookup with cross object criteria

I've created a visual work flow that has a fast lookup. The lookup basically finds the Account_Share records that have a parent account id equal to a variable. I'd like to take this a step further ...