Questions tagged [automated-process]

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2answers
21 views

create sales template

I received this inquiry from the Sales team. Is this possible? From my understanding, it is not possible, but a second opinion would be helpful. I wanted to create sales templates to automatically ...
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0answers
30 views

Show Chat Transcript Status On Case Record

I am trying to create a formula field to update "Chat Status" from LiveTranscript.Status field on Chat Transcript record. I created a formula field on Case called "Chat Status" and ...
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1answer
13 views

Is there a way to change the Language of the Automated Process User?

We have a process that's capturing error messages in a log object. Our error messages are contained in custom labels with translations, but everything initiated by the Automated Process user pulls in ...
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1answer
26 views

Automate Live App Deployment

I am looking if we can package and deploy/publish the live app through any bash or nodejs scripts. Could someone confirm if thats possible? and if Yes, how? Thanks, Vally
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0answers
38 views

What Automations, processes etc, can manipulate a field's value?

df-- This post started as a local issue I had, however, it got me thinking, to try and collect all the different scenarios, options, flows, automations etc, that can manipulate data, for others to ...
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1answer
24 views

Permission set does not exist in process builder

I am facing a problem while creating a process with process builder, i want to call a permission set but i cannot find it , can someone help me
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0answers
10 views

Auto populate primary contact from related tab items in Opportunity to another object field [closed]

I have created a process builder to auto populate fields from opportunity to another object as soon the opportunity is a win. So a record is created as soon its a win and fills out required fields ...
5
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1answer
185 views

Performance gains of moving automation into a trigger?

I'm working w/ a client who is running up against some limits for declarative automation. They are making robust use of workflow rules (above the limit), process builder (> 15), and a trigger. I am ...
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2answers
58 views

How to read data from excel file and update on records present in the org

we have a scenario where we are refreshing the org and have taken up the backup of users, permission set assignment, and their public group. After the refresh, the task is to upload the backup data, ...
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0answers
18 views

Creating Automation using process builder

I want to have the Target Start Date on the opportunity updated when I update the close date, unless I have manually updated the Target Start Date. Create logic that updates the Target Start Date when ...
2
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1answer
423 views

Criteria-based sharing rules don't work when record is owned by Automated Process User

I have an OWD of PRIVATE on Account/Contact Criteria-based sharing rule extends Read to users in Group MyGroup Given a user with CRUD R on Account but not View ALL or View All Data member of ...
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2answers
862 views

Email Alert Triggered in Scheduled flow has blank merge fields for Custom fields Only

A Scheduled Flow sends an email alert. The ID and Name fields show up in the email alert, but the other merge (custom) fields do not. The email alert fired other means works as desired. The Automated ...
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1answer
303 views

In which case Triggers not firing when records updated by Automated Process user

I'm trying to figure out why some fields not populated on a custom object when the status is updated. Before Update trigger logic is straightforward, when status is changed, populate a field. And it ...
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0answers
193 views

Autolaunched Flow Sending Email

Does the Process Automation profile have access to send emails? My autolaunched scheduled flow just ends silently without sending emails or error messages. I tried creating a dummy automated flow to ...
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1answer
303 views

Do sharing rules have impact on Automated Process user?

Due to the critical updates that will impact guest users, I have to do a rework on some apex classes and triggers that assigns the ownership to the guest user. To overcome this problem, the new owner ...
2
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3answers
1k views

Do Scheduled Flows run with Admin permissions?

I have a scheduled flow that calls an Apex Class. This class mainly identifies certain records and, if they are "pending" in an approval process, it recalls them and updates some fields. The process ...
4
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0answers
58 views

What Does Automated Process User Not Have Access To?

While working on a SandboxPostCopy script, I came across the following warning on a Salesforce article: So it sounds like there are certain things that cannot be done with the script, but I haven't ...
4
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1answer
592 views

Can an Automated Process still make changes if all users are Frozen?

We have a bizarre situation where a mysterious Automated Process is making mass changes to contact names and addresses at random times. We have done all sorts of troubleshooting, debug logs, ...
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0answers
134 views

How to automatically enforce naming conventions across a SalesForce organisation, as an Administrator?

Following another question that was asking what are good naming conventions for SalesForce, I have another question about how to enforce such conventions, automatically, if possible. We are 2 ...
7
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2answers
2k views

Critical Update: Require User Access to Apex Classes Invoked by Flow when running user = Automated Process

Given Critical Update Require User Access to Apex Classes Invoked by Flow is activated Apex trigger that subscribes to a Platform Event Trigger logic does DML Process Builder executes and makes ...
3
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1answer
4k views

Flow - How to retrieve first value of a collection variable?

I have to use an Autolaunched Flow to automate the following task: Retrieve all the certain object's records which meet a certain criteria. If the size of the collection is 1 - assign some field ...
3
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1answer
328 views

How to I add hierarchical custom setting for Automated Process user?

Given a hierarchical custom setting and a desire to include an entry for User = Automated Process, when I use the UI, I get this error:
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1answer
2k views

prepopulate field values while creating a new record using lightning flow

I have created a flow with 3 screens and placed on the opportunity record page using lightning app builder. I need to create case record from a flow. So I want to pre-populate some values for the ...
4
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1answer
4k views

Documentation: Automated Process user/proxy user

I wanted to read more about the Automated Process user and what processes go through that user but I cannot find a salesforce's documentation page. Can somebody provide me with a link? I also read ...