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Questions tagged [flow-builder]

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Single Salesforce Flow for record creation, updation and also deletion

Are there any ways to make a single Salesforce flow work on Create, Update and Delete? I know that Salesforce flow supports deletion separately but developers here might know some tricks to make the ...
Mohd hasim's user avatar
1 vote
0 answers
114 views

Why does Flow Builder Refresh Randomly?

I've had this happen many times where I'm working on a flow, and the screen refreshes randomly. At first I thought I may have accidentally hit Ctrl + R or some other shortcut, but after repeated ...
Miguel Diaz's user avatar
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0 answers
161 views

Self-Register with Flow , Welcome email with URL link direct back to Self-Register Page again

I need to implement self-registration flow logic in our community that, when user completes the register form, expands self-registration functionality past the creation of account, contact, and user ...
Ruby's user avatar
  • 11
0 votes
0 answers
287 views

Einstein Next Best Action Strategy Source "Flow Builder" doesnt pass recommendationId to flow

I have a Einstein Next Best Action Component on my Opportunity Page Layout. I can choose the "Strategy Source" as "Strategy Builder" or "Flow Builder" When I select "...
Mike Sowerbutts's user avatar
1 vote
1 answer
732 views

Is there a way to force a flow to do an update and then continue to the next element?

I have a requirement in the Salesforce flow to update a particular contact record twice. The two update elements are consecutive that is after one update it goes to the other. But I have a requirement ...
Muhammed Rishdhi's user avatar
0 votes
2 answers
718 views

'Create Records' option missing in the Add element in Lightning Flows

I am new to Lightning Flows. I am currently using a Record-Triggered flow to update a field in Opportunity and I want to insert exception records using the custom Exception Object. I have populated ...
VISHNU SANTHOSH's user avatar
1 vote
1 answer
169 views

Update Fields on Object B, 5 days after the expiration on Object A

I am pretty new with Flows builder. I am trying to create a flow that updates a picklist field and a checkbox field on Object B's record after 5 days of an expiration date on Object A's. Object A is a ...
Patrick's user avatar
  • 29
0 votes
1 answer
527 views

Salesforce Flow - Email Reminders and Pausing [duplicate]

I have searched the internet for days to find a solution, but cannot. The use case for this flow is for "technical assistance" cases. We currently have a case status field that displays ...
Conner Hill's user avatar
-1 votes
2 answers
477 views

How to avoid duplicates of records in a field In standard Object using flows or Validation rules or flow builder

For a Product standard object, I would like to avoid duplicates in the Product Name field and Product code field. How can I achieve this using validation rules, flows, or flow builder? Please provide ...
srikar sashank bandi's user avatar
0 votes
0 answers
103 views

What is Record ID in flowbuilder?

Here is the snip of action need to set here is the error snip received What will be recordid need to put for triggering mail alert for Automated flow(non Trigger)- through REST API. when is set ...
Akhil Umap's user avatar
0 votes
1 answer
12k views

Update a Date field on the record in Flow Builder from the output of a formula date field

I am new to creating formulas in flows, and just starting to learn flows altogether. I am trying to create a record-triggered flow to update an existing Date field on a record based off the output of ...
Paul P's user avatar
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0 answers
159 views

Record-triggered flow

I have to make a flow that executes when a Task is updated. When a task is updated, I have to check that the CallDisposition field has the value "Confirm Booking". After that it has to ...
alex martinez's user avatar
0 votes
0 answers
79 views

How to update a custom field when user is logged out of salesforce without showing any screen?

I want to reset a "counter__c" custom field on user/contact object(community license user) whenever user session ends (or restarts). How can I catch log out or log in event for that user and ...
Sarang's user avatar
  • 2,586
0 votes
1 answer
2k views

Once-off schedule flow not running for all account records

I am migrating customer preferences on the Account Object to a related Object Customer Preferences using a flow. This only needs to be done once. I have added a checkbox field to the Account Object ...
Adriaan Van Niekerk's user avatar
1 vote
1 answer
604 views

How can I automatically assign values to the field based upon the checkbox selected by the user in flows?

I am trying a lot to assign template values based upon checkbox list choice by the user. Unfortunately, it is working but not completing addressing the feature I need. For example, if user chooses the ...
Madhuvanthi Venkatesh's user avatar
1 vote
0 answers
1k views

Can not access the AccountId field in the flow on Opportunity object

I built a flow on Opportunity in which I was accessing the AccountId standard field. but suddenly now I am not able to access that field from the flow. I checked with the access issues also, I have ...
Yogesh 's user avatar
0 votes
1 answer
2k views

Record creation fails in a screen flow with "invalid record type id" error, but succeeds in debug mode, why?

I have a screen flow that I'm trying to build to copy a custom object (through a quick action) and specify some slightly different values to the new one. The flow runs fine in the Flow Builder's ...
Renato Oliveira's user avatar
0 votes
1 answer
3k views

How to redirect to the newly created record in record triggered flow

I'm using record triggered flow to create record. After the creation, I want the user to be redirected to the newly created record. Is there any way to achieve this.
sfMon's user avatar
  • 49
1 vote
1 answer
2k views

Flow Builder - What is the maximum number of conditions in a decision element?

Could not find anything mentioned in flow limits and considerations article but I may have missed something. Is there any documentation mentioning the maximum number of conditions that can be added in ...
Shamina's user avatar
  • 4,275
0 votes
0 answers
692 views

Flow builder + quick action

I set up a flow builder + a quick action to update the lead status but it doesn't work. My quick action button is there but nothing happen when I click on it. Do you any advice to manage this? Here my ...
Laetitia's user avatar
0 votes
1 answer
1k views

Get all Accounts associated with Opportunity Using Flow Builder [closed]

I will like to get all Accounts that have at least one Opportunity associated with and then mass update a field of the Accounts. I will like to use Flow Builder. Please any idea???
forza forza's user avatar
0 votes
1 answer
483 views

How to add more fields in flow without errors?

I used this link(https://trailhead.salesforce.com/content/learn/projects/build-a-simple-flow/create-or-update-a-contact) to create or update contacts. I finished everything and it does create contacts....
Nathan's user avatar
  • 45
0 votes
1 answer
229 views

Resume Salesforce Flow

I have a custom action on Opportunity Object that calls a Screen flow. User can click on the Action and start the flow. But in the meantime, user clicks the "X" that closes the flow. Is ...
Giorgos Galaios's user avatar
0 votes
1 answer
2k views

How do I pass variables from a Process to a Flow?

This is a follow up question to How do you invoke an external service in a flow triggered by a new Contact Creation? What I am trying to do is invoke an External Service, passing it some data, when a ...
Gethin Liddell's user avatar
0 votes
0 answers
522 views

Keep Picklist values in a flow when redirecting

I have a flow to create a lead record. I have several fields, some of them are picklists where i have 2 choices, one choice for --None--, and another choice with the values of this field. For example, ...
Giorgos Galaios's user avatar
0 votes
2 answers
3k views

Flow : Formula for record name on update

I'm pretty (very) new with Salesforce Flows. I'm trying to rename child records, after the parent has been created. It basically replicates what is in this video, but with different objects https://...
Riwann's user avatar
  • 3
0 votes
2 answers
2k views

Flow, get records element only gets the ID and not other fields such as name

I am new to salesforce so please bear with me! I am trying to create a flow that is triggered when I create a new record in a custom object (properties), and then it searches another custom object (...
Soheil's user avatar
  • 1
0 votes
1 answer
3k views

GROUP BY sentence in ExecuteSOQL within a Flow builder

I realized that I can use ExecuteSOQL to run a SOQL query within a flow. It works perfect. But when I use a SUM() and Group By sentence, the flow display Invalid interview state after the screen 01, ...
jgoge's user avatar
  • 1
1 vote
1 answer
279 views

How to debug the flow initiated on record insert/update?

I know there are several questions on how to debug the flow, but this is based on the recent update flow has received. I am using record insert-update type of flow and making use of $Record, now I ...
Aditya Vijay's user avatar
  • 1,292
1 vote
1 answer
3k views

Selected Radio button in Formula Field within flow builder

I created a screen in flow builder having a Radio Btn component(type boolean) I also create a formula field smoke_lv(type boolean) to capture the selected radio button value. I am using the ...
Batman's user avatar
  • 33
1 vote
0 answers
4k views

How to trigger flow when the record is new or changed

I'd like to know when is the alternative method when using formula, ISNEW() and ISCHANGED() in the flow builder. Here's what I already know: ISCHANGED() 1) Compare CreatedDate <> ...
Rita's user avatar
  • 13
1 vote
1 answer
137 views

How does a detail page button which is invoking a flow works?

I have a flow where I am passing a Custom Object's recordId to the flow by invoking it from a detail page button like this /flow/Activate_Record/myRecordId?={!Inactive_Farms__c.Id} This flow is ...
SunnyG's user avatar
  • 421
4 votes
3 answers
11k views

File Upload component in Flow - no indication that files where uploaded

I am using the File Upload component in Flow. It works good, but I have no indication that the files where uploaded. So the flow looks exactly the same before and after I upload files: Before ...
Itai Shmida's user avatar
  • 5,025
2 votes
0 answers
840 views

Create dynamic picklist in Flow Builder from Text

The requirement goes like this: There is a MultiPicklist Field A on the Account (options -> A;B;C;D;E) and a Single Picklist Field B (options -> A;B;C;D;E) on Case. When the user updates the case, ...
owsata's user avatar
  • 194
3 votes
1 answer
7k views

How to get selected items from a dynamically populated Checkbox Group inside Flow Builder

I have a dynamically populated Checkbox Group element on a Flow Builder screen which has many checkbox items. When a user makes multiple selections - how do I get all these selections? It appears ...
RichardW's user avatar
2 votes
1 answer
2k views

Using Invocable Apex in Flow Builder, can't save result?

I have a flow that will be used to convert a list view of selected records of unknown type to custom object records. When the flow launches from a list view page, there will be a screen element where ...
PatMcClellan__c's user avatar
3 votes
2 answers
2k views

Can we put lightning web components into a Flow?

I understand you can put aura components into a Flow, but I don't see how to target an LWC for Flows. Is there a cleaner way than creating an aura wrapper for the LWC?
PatMcClellan__c's user avatar
0 votes
4 answers
275 views

Flow Builder - Screen

How to make text field appear after a certain checkbox has been ticked? Scenario example: Order field may or may not be required. (checkbox for this)
 If the checkbox is ticked, user has to input the ...
Abc's user avatar
  • 1
0 votes
2 answers
2k views

Flow builder - Style

I am currently working on a flow and I would like to make some style changes. The tool is pretty cool but seems very hard to customize. Is it possible to customize the style of a flow? if yes How ? ...
Raphael D's user avatar
  • 616