Questions tagged [process]
The process tag has no usage guidance.
92
questions
0
votes
0answers
11 views
Change Account Owner Field to related opportunity owner
I would like to change the account owner field when an opportunity is Closed Son by a different owner. Example if Jane close wins as opportunity under John's account, the account owner field should ...
0
votes
1answer
27 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 ...
0
votes
0answers
22 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 ...
1
vote
1answer
30 views
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(...
0
votes
1answer
37 views
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?
0
votes
1answer
24 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 ...
0
votes
1answer
17 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....
0
votes
1answer
38 views
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 ...
2
votes
1answer
27 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 ...
0
votes
1answer
17 views
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 ...
1
vote
1answer
40 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 ...
0
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0answers
29 views
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 ...
1
vote
1answer
34 views
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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0answers
20 views
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 ...
0
votes
0answers
20 views
Process Builder to schedule email alert even if not significant change is done
I have a question about scheduled email alerts on Process Builder.
I am trying to build a process that upon changing a date field would send an email alert with a reminder 669 days later.
It would ...
0
votes
2answers
44 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 ...
0
votes
0answers
31 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 ...
0
votes
0answers
16 views
how to submit an Approved record to same approval process?
I have a Approved record and i want to give edit access to the Record creator so that he can do some modification and resubmit the record for approval.
0
votes
3answers
181 views
Date formula on Process Builder
Hello I am trying to create an entry criteria when an opportunities last activity date is greater than 7 days..
I cannot seem to get the syntax correct. here what I've got so far.
today() - ...
0
votes
2answers
210 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 ...
0
votes
0answers
29 views
Difference between globalconstant.null & isnull
Im not able to understand the difference of using globalconstant.null & isnull condition when Im creating PB criteria..
I had created PB that will update a custom field and fill that field with ...
0
votes
0answers
51 views
Update Opp Stage from cross-object DocuSign Status (related to opp)
I need to update my Opp Stage based on a related object DocuSign Status. When the Envelope Status = 'Completed' on the DocuSign Status object, I need my Opp Stage to update to 'SOW Received'. This ...
0
votes
0answers
67 views
Unexpected error using CLI DataLoader “extract_all: could not instantiate class”
wadCurrently I'm working with CLI Dataloader and the main purpose of the process is to export data from different objects into Oracle Database. Everything works more than fine. BUT we wanted to ...
0
votes
1answer
54 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 ...
0
votes
0answers
66 views
Submit record for Approval By Using Apex for Multistep Approval Process
It is possible to set dynamic appover to approval process invoke by apex
// Create an approval request for the Opportunity
Approval.ProcessSubmitRequest req1 = new Approval....
2
votes
3answers
576 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 ...
0
votes
1answer
33 views
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 ...
2
votes
1answer
1k 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 ...
0
votes
2answers
31 views
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 ...
0
votes
1answer
123 views
Unique Records in Process Builder
I'm working in process builder and am running into an issue.
My criteria is only on create, not on create & edit:
Choose the Contact Object
Criteria is met (Field A = true, Field B = today)
...
0
votes
1answer
332 views
Process Builder vs Trigger [duplicate]
what is the difference between Process Builder and Trigger? There are lot of answers out there but these are that much accurate....
0
votes
2answers
44 views
How can I stop a user from creating opportunity for a certain account
There are accounts that was tagged as out of scope and need not to be used in an opportunity.
But we cannot set this as inactive since we still have remaining transactions.
0
votes
1answer
22 views
Incorrect values passed from Process Builder to Invocable Method
at the moment I'm facing a weird issue with the Process Builder and a @InvocableMethod annotated method.
The simplified method looks like this:
@InvocableMethod(label='Test Long' description='')
...
3
votes
2answers
50 views
Invalid loop variable error:Process builder to apex call
am calling an apex call from process builder.In process builder am sending an id of invention disclosure object and in the class am getting an error as:
Error: Compile Error: Invalid loop variable ...
1
vote
2answers
94 views
Query for the existance of a Process (flow)
In some orgs I work in, there is a process setup that automates creating some objects after an object is created. This process does not exist in all orgs. I've written Apex code that imports data ...
0
votes
2answers
486 views
Process Builder formula only partially evaluates(Edited version after trying with one of the proposed solutions)
I am working on writing a formula inside process builder "Formula Evaluates to true" and it seems my logic is not working.
Suppose I have a following logic:
1 OR 2 OR 3 OR(4 AND 5)
Below is my ...
0
votes
2answers
686 views
Can Process Builder get the id of record that triggered the process
I have a process builder which invokes the Apex class. This Apex sends out an email to the Contact. The attachment of the Email is a VF page which gets the list of line items.
The issue here is that ...
0
votes
1answer
423 views
Flow Error Occured “The flow failed to access the value for”
I am getting this flow error,while updating field in process builder:
This error occurred when the flow tried to update records: The flow failed to access the value for myVariable_current.RecordType....
0
votes
1answer
180 views
Process builder fails running in user context
In my organisation we are Using custom field called Lead_Source__c in lead object
In opportunity level we are using standard field called LeadSource
Now, i am unable to map it's not showing standard ...
1
vote
1answer
2k views
List multiple items on one condition line in process builder
I want my criteria to run for users that are in quite a lot of roles in Salesforce.
Do I have to list each one-by-one? Tried to use commas and semi-colons but it will not work like that (e.g. like ...
1
vote
0answers
17 views
Standard way to identify the child records of an Account in an Account Merge Process
This is a problem I am facing in the identification of the Child Records that gets moved into a Surviving account, out of the Standard Account Merge process. Is there a way of identification of suck ...
0
votes
3answers
189 views
Not execute trigger code section if being executed from process builder context
I have a before update trigger on an object which does some validations and throws .addError in certain scenarios. This object has a process builder as well which updates certain fields on object. I ...
0
votes
0answers
145 views
Process builder instantly executing scheduled action
I have created a scheduled action to send email 1 days after a custom date field and in another process I m setting this date field to today. Both run on create/update records.
So if I create ...
0
votes
1answer
62 views
Process Builder To Notify Teams When Approved Applications Are Less Than A Certain Figure
Is it possible to use Process builder to notify users that Applications are less/more than a certain number by a particular time of that day?
Example - Object is "Applications"
Id like to notify two ...
2
votes
1answer
1k views
Slack Integration: Is there a way to auto send posts to Slack from professional edition?
Can and How do I send an Outbound Message to Slack?
Or an Email Alert to Slack?
Or Other Options?
Outbound Message preferred, as I assume this would provide more detailed capability.
Example ...
0
votes
1answer
121 views
Report or Query to show all Approval Processes and their Criteria
Is it possible to run a report on approval processes and display their entry criteria?
What is the name of the object/field where Entry Criteria are stored?
No fields on the ProcessDefinition object ...
0
votes
0answers
200 views
Process Builder Time Dependent Action
I want to send email to Account Owner if the Account have no activity since last 30 days. How do I do this in Process Builder. This has to be Recurring for all accounts. I have professional edition so ...
1
vote
1answer
2k views
Cannot get a process builder to fire
I have created a process builder, that is supposed to fire when a record is submitted for approval in one object. It is using the criteria of "when file is created or changed" and using a field ...
0
votes
1answer
31 views
Can I lock another related object when submitting a record for approval?
I am attempting to set a salesforce page up with a contact and application object. I was wondering if there was a way I could use the relationship between the two objects to have the contact account ...
1
vote
1answer
720 views
Process Builder Scheduled Action Fires even after Removing the Action
We have a process builder which is set to start when 'record is created
or edited' and this had a scheduled action to update status field.
Later we identified we no longer need this action so we ...
