Questions tagged [automated-process]
The automated-process tag has no usage guidance.
20
questions
0
votes
1answer
22 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
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
votes
1answer
148 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
2answers
41 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, ...
0
votes
0answers
14 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
votes
1answer
244 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 ...
1
vote
2answers
482 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 ...
0
votes
1answer
178 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
0answers
131 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 ...
0
votes
2answers
740 views
Standard Field Reference in Process Builder,Formula Field
I'm creating a work flow rule to update a check box field on contacts page layout to true.
Rewards (custom object) is the related list on Accounts It has a custom field called RewardsContact which is ...
1
vote
1answer
201 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
votes
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
votes
0answers
54 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
1answer
492 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, ...
0
votes
0answers
104 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
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 ...
2
votes
1answer
2k 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
1answer
271 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:
0
votes
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
votes
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 ...
