Questions tagged [automated-process]

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-2 votes
1 answer
28 views

Notify Opportunity Owner when there is no change in stage till 30days and 60days [closed]

I have sceanrio, need to notify Opportunity owner when there is no futher update on stage then on 30th day & 60th day need send reminder based on last stage changed date. i tried to use the ...
0 votes
0 answers
28 views

How can I make Forms Manager retrieve/deploy to org?

Currently, users must edit or upload a Forms Manager record in order to make changes. I would like to know if there is a way to use metadata xml to retrieve/deploy a template to my org. This will also ...
1 vote
0 answers
40 views

SystemModStamp and LastModifiedDate contains different date

I have checked and part of my records contains different date in that fields. Systemmodstamp is 9.10 and LastModifiedDate is 5.10. I thought that systemmodstamp is different because of automated ...
  • 11
0 votes
1 answer
73 views

Assign permission set to Automated Process User causing error "CUSTOM_TAB_LIMIT_EXCEEDED"

I'm having trouble assigning a permission set to the Automated Process User. I followed this guide from UnofficialSF, which worked for me before, but for some reason it's not working now for this Org. ...
0 votes
0 answers
59 views

Is it possible to use named credential in Platform Event Triggered action (flow in this case)?

I have Platform Event triggered flow, where I have to retrieve data via multiple callouts to external service. Flow runs as autoproc user and I am not able to use named credential to authenticate to ...
0 votes
1 answer
286 views

Is there away to schedule a report which contains all the email sends and it has be sent to a particular email ids on weekly basis in marketing cloud

I need help to create report for all the journeys which we have triggered and this report has to be mailed to a particular set of email ids automatically on weekly basis. Is there a way.. pls guide. ...
  • 1
0 votes
0 answers
232 views

How to bypass a validation rule for Automated Process user in tests

I'm trying to bypass a validation rule on Account Object for a test. It's ok when I create the accounts, I assigned a mocked permission set to the user creating the Accounts with a custom permission '...
0 votes
1 answer
150 views

How to navigate to Record page on creating Account Record using Screen Component

I have Screen Component Which captures Account Records on creating the Account Records user should be navigating to the record detail page . How can this be achieved using flows or automation . We can ...
  • 107
0 votes
2 answers
144 views

create CollaborationGroup in SandboxPostCopy Class

Anyone have experience in creating a CollaborationGroup using SandboxPostCopy class ? My requirement is to create a Public Group in newly refreshed sandbox. I have tried following ways but no success: ...
0 votes
0 answers
174 views

Chat stuck at automated process user

One of the user in my team, He started a chat but there was no case created for the chat. I think it is due to chat stuck at automated process user. I am looking how to find which chats are stuck ...
0 votes
0 answers
674 views

Long delay between platform event publish and platform event subscriber processing

Kindly help me with following scenario. In short - need help to minimize the delay between platform event publish and platform event subscriber processing. Platform Event Details - Event Type - ...
0 votes
2 answers
27 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 ...
  • 95
0 votes
1 answer
391 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 ...
1 vote
1 answer
44 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
3 votes
0 answers
81 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 ...
  • 5,471
0 votes
1 answer
96 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
1 vote
0 answers
36 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 votes
1 answer
617 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 ...
0 votes
2 answers
482 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, ...
2 votes
1 answer
940 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 ...
  • 66.7k
1 vote
2 answers
2k 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 ...
  • 106
0 votes
1 answer
635 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 ...
0 votes
0 answers
326 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 ...
1 vote
2 answers
550 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 ...
  • 1,549
2 votes
3 answers
2k 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 votes
0 answers
114 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 votes
1 answer
783 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, ...
  • 6,747
0 votes
0 answers
218 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 votes
2 answers
3k 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 ...
  • 66.7k
5 votes
2 answers
12k 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 votes
1 answer
603 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:
  • 66.7k
1 vote
1 answer
4k 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 ...
5 votes
1 answer
5k 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 ...
  • 4,621