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

3
votes
0answers
19 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
votes
0answers
15 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
vote
1answer
22 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
votes
0answers
20 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
votes
0answers
26 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
votes
0answers
12 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
votes
2answers
13 views

Override FlowPageBlockBtns CSS for Visual Flow page?

Has anyone been successful in overriding the FlowPageBlockBtns CSS for a Visual Workflow VF page? ...
0
votes
1answer
29 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
votes
1answer
13 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
18 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
30 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
vote
0answers
24 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
votes
0answers
46 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 ...
0
votes
0answers
22 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
vote
1answer
19 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 ...
1
vote
1answer
54 views

How can do I invoke a flow in lightning?

I have a Visual Workflow process which contain two screen elements. I would like to know, how this flow could be invoked and to show the screen elements in a Lightning Component.
1
vote
1answer
41 views

Validation on related list field

I am looking for a way to prevent the addition of two records in a related list if one field's value in a second record meets a particular condition. We have a junction object ("Application Product") ...
1
vote
1answer
38 views

Reference flow through page reference in apex trigger

Actually I have created one flow and used screen in it, flow should get triggered when Opportunity stage changes from anyone to Needs Analysis. Process builder cannot be used as screen flow cannot be ...
0
votes
1answer
41 views

Not able to complete Trailhead Challenge - Process Automation()

Continuous Error Not able to complete the following challenge - Following are my screenshot - Workflow Rule Field Update Task
2
votes
1answer
67 views

Process builder not updating record

I have process builder Condition on basis of which it update In Update record I used Opportunity.ContractID to update contract linked to Opp. But it is not updating the record. I am not able ...
0
votes
0answers
45 views

Dynamically choosing Email Template with workflow or flow

So I have an ask from a user to be able to create,save and edit email templates. Editing, saving and creating is not an issue; it's the workflows tied to the templates that I'm having issues with. ...
3
votes
1answer
36 views

How can I return the results of many IDs associated to a record during lookup?

I am using a flow which works on the task and event related to opportunity.The flow works for updating the task/event with their whatid(opportunity) and whoid(contact). It works fine for one record of ...
0
votes
1answer
36 views

How to insert same value to different fields of different objects in flow

How to insert same value to different fields of different objects. I am working in Visual workflow where I am getting a set of information on a screen. Now I need to insert these records into 3 ...
0
votes
0answers
26 views

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 ...
0
votes
1answer
37 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 ...
0
votes
0answers
9 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 ...
1
vote
1answer
52 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 ...
2
votes
1answer
31 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 ...
0
votes
1answer
45 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 ...
0
votes
1answer
17 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
votes
1answer
69 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 ...
0
votes
0answers
19 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 ...
6
votes
3answers
64 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
votes
0answers
29 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 ...
2
votes
2answers
51 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 ...
0
votes
1answer
42 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!
0
votes
1answer
26 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
votes
1answer
92 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 ...
1
vote
1answer
15 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 ...
1
vote
1answer
26 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 ...
1
vote
1answer
29 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. ...
1
vote
1answer
45 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 ...
1
vote
1answer
36 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
votes
1answer
37 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 ...
0
votes
1answer
17 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 ...
0
votes
0answers
19 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 ...
0
votes
0answers
24 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 ...
0
votes
0answers
24 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 ...
0
votes
0answers
33 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 ...
0
votes
1answer
22 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 ...