Questions tagged [process]

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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 ...
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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 ...
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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 ...
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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(...
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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?
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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 ...
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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....
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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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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 ...
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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 ...
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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 ...
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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 ...
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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.
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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() - ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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....
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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 ...
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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 ...
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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 ...
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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 ...
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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) ...
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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....
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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.
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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='') ...
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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 ...
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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 ...
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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 ...
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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 ...
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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....
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...