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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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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11 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
33 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 ...
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9 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
28 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} ...
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44 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 ...
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1answer
30 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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29 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 ...
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1answer
44 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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25 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
89 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: ...
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1answer
43 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 ...
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1answer
31 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 ...
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1answer
47 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: ...
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1answer
16 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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39 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
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1answer
31 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 ...
2
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0answers
68 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 ...
2
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10 views

Visual Workflow Launches Blank - Cannot See Existing Flows

The problem: When I attempt to open an existing flow, Visual Workflow takes a significant amount of time to load. When it does load, the flow appears as a blank, unsaved flow. This issue seems to be ...
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1answer
26 views

Visual Workflow

I want to learn about visual workflows, but I am kind of stuck. I wonder if it is possible to update a field of another object. For example: Object1 StartTime__c source__c : lookup to Object2 ...
2
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1answer
79 views

Visualforce Page and Visual Flow - Back and forth redirection - Solution?

I have a visual flow that is started on a click of Custom button. This flow is embedded in a visualforce page (standard way of using flows). Now, in one of the steps in the flow, I want to redirect ...
2
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42 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 ...
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1answer
120 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 ...
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1answer
53 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 ...
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66 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 ...
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56 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 ...
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1answer
49 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
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2answers
180 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 ...
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75 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 ...
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63 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 ...
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87 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: ...
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1answer
433 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 ...
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1answer
71 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 ...
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1answer
61 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
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4answers
468 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 ...
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1answer
135 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
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2answers
120 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
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1answer
151 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 ...
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125 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
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1answer
381 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
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0answers
150 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
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1answer
132 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" ...
1
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1answer
58 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
153 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 ...
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0answers
79 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 ...
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1answer
124 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
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0answers
198 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
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1answer
127 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
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2answers
384 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: ...
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1answer
283 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 ...