Questions tagged [automated-process]

The tag has no usage guidance.

Filter by
Sorted by
Tagged with
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 ...
5
votes
1answer
136 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 ...
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 ...
4
votes
1answer
454 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, ...
4
votes
0answers
51 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 ...
3
votes
1answer
260 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:
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 ...
2
votes
1answer
209 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 ...
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 ...
1
vote
2answers
407 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 ...
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 ...
1
vote
1answer
188 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 ...
0
votes
2answers
37 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 ...
0
votes
1answer
159 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
112 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
689 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 ...
0
votes
0answers
97 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 ...
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 ...