Questions tagged [process]

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Issue in process builder

I am working on a process builder on the object Grant which works while it is created/edited.The criteria to be met are (Stage=A AND Substage=B) OR (Stage=C AND Substage=null).If these conditions are ...
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Testing CPU times for Flows/Process due to new 22 Summer Release

So i was testing my Flows and Process in Salesforce to get the CPU times for testing porpouses related to Summer 22 Release. Im using the Developer console to get the needed logs. I get 3 diferent ...
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Can i fetch the parent name of an object in a custom email template

I have to fetch a lookup field of the object Opportunity.Instead of this Dear {!Opportunity.Primary_Contact__c} I need Dear {!Opportunity.Primary_Contact__r.Name}.But each time I input this and save ...
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Issue creating BusinessProcess using Tooling API

I am trying to create a BusinessProcess using the Tooling API. I approached the problem exactly like its described here - Create/Update GlobalValueSet This is the JSON I am using - { "FullName&...
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Use case to Pause a flow salesforce

I have gone thru many links but couldn't understand when would a user click on "Pause" button on flow? What could be a real scenario where we may have to Pause a flow. Any idea?
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Insert different sobject records with single DML in Flows Salesforce

Is there a way to insert different sobject records with single DML in flows? I know, in apex we can achieve it by creating a List<sObject> but in case of Flows, Can this be achieved by using ...
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2 answers
660 views

Sending an e-mail after a field value is set/changed

I have a requirement to implement sending an e-mail one hour after the custom field is set to a certain value. What would be the possible approaches to achieve this on Salesforce? I was thinking of ...
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529 views

How to call time dependent action on change of date fields in Flow

Use case - Suppose on Opportunity we have a date field "Close Date". Whenever this Close date field changes we want to send email to User one day after changing this field. Note - Time ...
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144 views

Impossible SELF_REFERENCE error when merging cases

I have a process (built with process builder), which triggers on case comments that are created (not modified). There are no triggers, workflows or flows on case comments. I merge two cases, neither ...
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How can I populate the secondary HH field on Household in Financial Services Cloud

In the Highlights panel on Household there is Primary HH member and Secondary HH Member. Primary populates automatically but Secondary doesn't. I'm in Financial Services Cloud. How do I get it to ...
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2 votes
1 answer
883 views

Fields Missing from Flow, but Available in Process Builder

I'm logged in as a System Admin (who has permissions to everything, from what I can tell). When I create a workflow in the Process Builder, I'm able to access all fields, as intended (in the example ...
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39 views

Update Account object fields based on contact record using process builder

Process builder is not getting triggered when m trying to update an account picklist values based on creation of contact object. Can anyone help me in this?
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flag that a Flow has updated a field or case comment

Is there a way to flag for a process builder process that a field or case comment was created by a Flow? My use case is that I have a process that monitor cases idle time, if it exceed 7 days it ...
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38 views

Customizing logic in process builder

can i customize the logic in pb like this 1 AND 2 AND 3 AND (4 OR 5) AND 6 AND 7
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Flow Interview on Invocable Process - how to get test coverage

I’m looking at a list of flows that don’t currently have code coverage obtained by running the following Tooling API SOQL: SELECT Definition.DeveloperName FROM Flow WHERE Status = 'Active' AND (...
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160 views

ProcessException not available in Winter '21 environment

I have been having issues with the new ProcessException object. It’s available on API v. 50. I have 2 sandboxes that I’m deploying between (the process exception layout, profile metadata, and sharing ...
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63 views

Stop Client from seing all internal Case Status values changes on the Client Portal

Our clients have the possibility to create a Case from the client Portal. All cases creating by a client have the default status New When dealing with the case, the case status may change to other ...
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1 answer
995 views

Sending Survey to a list

I have been asked to add a button to contact list , where the button will send survey invitation to all marked contacts. Salesforce have this wonderful tool on surveys: Is there any way to send this ...
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“Top Account” , “Basic Support”, “Premium Support”, “Standard Support” ,any one know this terms ? pls help

In trailhead Module they are referring to   “Top Account” ,  “Basic Support”, “Premium Support”,  “Standard Support” terms while creating a node criteria in invokable process. This terms are not ...
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Count child records of parent (under certain conditions) using process builder

I have an object called Closings that signifies when a purchase is completed. When a purchase is completed the status of the Closing is set to "Exchanged". I want to create a field within ...
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Invoking a process via Test Class

In an effort to gain more complete code coverage I've been tasked with writing a test class that verifies that a process (defined in process builder) is run when a record is created or updated in a ...
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2 votes
2 answers
5k views

How does the advanced process builder option "Only when specified changes are made" calculate?

Currently doing some additional research for a process builder issue I was having a while ago, so I don't have the specific example here unfortunately. The issue was due to the advanced process ...
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Best Practice to define a list of consequent activities to close a Case

as title said, I'm looking for a best practice or a standard SF solution to manage a Case creating a list of to-do activity in order to close the Case. For example an operator need to make some ...
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triggering 2 flows in one process builder error?

I'm getting a process builder error, in the process I'm triggering (Or possibly triggering) 2 flows in the same process. I'm assuming this is the error, however trying different solutions (Like ...
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2 answers
857 views

How to trigger a process when an approval process has approved

I need to trigger a process builder when an approval process has approved a record. Instead of explicitly updating a field, is there a standard field update that happens with approval? (For which I ...
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2 votes
0 answers
444 views

Validation Rule on Lead Conversion - Best Practice

I have a Validation Rule on the Lead Object, to prevent the users from converting a Lead without filling in certain fields. The Validation works, but I want now to only requests those fields, if the ...
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Process Builder issues with updating opportunity name?

So I keep running into this issue. I have set up two separate checkboxes for updating and creating an opportunity with data in this custom object. The only problem I'm running into is naming the ...
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1 answer
417 views

Access Approval Step comments from trigger

I have a custom object that has approval process on it. When I'm submitting something for approval I provide some comments, and when I'm approving/rejecting, I'm also providing some comments. I wanted ...
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-1 votes
1 answer
543 views

Change Account Owner Field to related opportunity owner [closed]

I would like to change the account owner field when an opportunity is Closed Won by a different owner. Example if Jane close wins as opportunity under John's account, the account owner field should ...
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167 views

Want to add Amount field of Opportunity on custom object field

I want to add Amount field of Opportunity on custom object field. Objects- Opportunity, Sector Target. Fields- Amount on both objects Currency(16,2). Criteria - If Opportunity Stage = Closed Won. I ...
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156 views

Set up Trace Flag for Single Process in Process Builder

We have an unruly Lightning Process for our Opportunities. We are trying to troubleshoot the reason it is inconsistently failing. I would like to set a trace flag for the Process but I'm not sure it's ...
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1 answer
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Process Builder throwing an error for null lookup value

I have written the following formula in my process builder [Lead].Source_Opportunity__c != null && (ISBLANK(TEXT([Lead].Source_Opportunity__r.Source_details__c)) && NOT(ISBLANK(TEXT(...
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Access Process Builders in Apex and visualforce [duplicate]

How can I access Process builder in Apex so that I can display it on visualforce page?
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1 answer
335 views

Process builder to exclude queue when sending email alerts

I have a Process builder to trigger email alerts for users when lead source is deal. I am having issues when i try to exclude queue members on the email alert.I get the following error when i update ...
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1 answer
1k views

How to use Approval Request link in reminder email?

I am trying to send reminder emails to users if they have an approval process pending for a few days. I want the reminder email to contain the approval request link (merge field {!ApprovalRequest....
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Process on Duplicate Record Item

We use Duplicate Record Items and Duplicate Record Sets in order to merge Account records. I want when merge occurs to have a process to update the status (Custom field) of Duplicate Record Set. I ...
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2 votes
1 answer
691 views

Update Parent Case record with the new case record id created using process builder

Requirement:- In Case record, if a user selects particular value in picklist and clicks on Save>> Create a New Case record. The new case record should be visible to user in the Related List section of ...
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Reject Reason and Task Assigned

Wondering if you could help me with an issue I'm having. I need to create a picklist value that states what department the rejected agreement will go back to (if it is infact rejected). Once the ...
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1 vote
1 answer
150 views

Generated PDF from Visualforce page cannot be read by Robotic Process Automation

I have a request, the client what to creat Robotic Process Automation that can read and treat a pdf generated from a visualforce. To do that, all the fields should be readable as it is appearing in ...
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Convert object into a custom object

we parted our workflow into 4 different objects on salesforce. These are: Lead Opportunity Deal Exit Each of these objects includes different phases and I would like to create a new record in the ...
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Do Apex tests (have to) run as part of the deployment when we deploy Processes and autolaunched Flows?

When you have enabled the setting 'deploy processes and flows as active' you need 75% of Processes and Autolaunched flows to have at least some Apex code coverage. The documentation on Running Apex ...
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Date/Time Fields in Processes

I'm told its possible for me to display a date field on a page layout that will then change to a date/time field in my process. Example: User puts in a new starter starting date on the record but not ...
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2 answers
146 views

Race condition with mail merge flow

How can I synchronize a flow that updates a record with the email panel? Or make the flow run synchronously so that the user waits for it to finish? I have a meeting note object with 3 junctions ...
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567 views

Process flows not showing up in environment

I'm trying to push process flows that I created in my dev env and am trying to push it onto my test environment. I updated my package.xml file to retrieve flow metadata and then uploaded it to ...
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3 votes
3 answers
3k views

Process Builder - Invalid cross reference ID error with queue assignment

I am getting invalid cross reference ID error when process builder fails to assign the right queue to a case record. This happens only when new queues and process builder gets deployed to a new ...
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1 answer
266 views

What is wrong with my Date/time Process Builder Formula based on a Date field without weekends

I have a Task Process Builder based on Opportunity Stages. I am trying to create a formula for the date time due field based on a date field (Internal Deadline). I need the formula for the Date Time ...
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2 votes
3 answers
2k views

Is there a benefit of using Process Builder vs Triggers

I went through a lot of different articles about Process Builder vs Triggers. Yet I can't say I clearly see the benefit of using Process Builder if you know how to write an apex trigger. What would ...
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Enable a process to fire without editing it

I'm trying to create a process that will create a task when a specified date field = today(), which doesn't seem to work. Use Case. Opportunity is closed/won. After the agreement is signed and all ...
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2 votes
1 answer
4k views

ISChanged and IsNew in Process Builder

Been banging my head on getting IsChanged and IsNew to work in Process Builder. I'm looking for the first two statements to be true and then check to ensure "Request for Portal User" is true but only ...
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Process Builder is triggering for wrong usecase too

I have a requirement to assign leads created from a particular lead source from few states. I have created the following process. And sometimes state comes in lower case alphabet too. So while ...
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