Questions tagged [process]
The process tag has no usage guidance.
95
questions
0
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0answers
19 views
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 ...
0
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0answers
10 views
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 ...
0
votes
1answer
13 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 ...
1
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0answers
35 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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0answers
12 views
Process empty values in Process Builder
I want to update five fields in the contact object, coming from "Log a Call" (activity).
- These fields always show the latest call.
- I want all these five fields to be updated - even if they're ...
0
votes
1answer
24 views
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 ...
1
vote
1answer
23 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 ...
-1
votes
1answer
38 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 ...
0
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1answer
36 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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0answers
38 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
33 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
40 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
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1answer
43 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
64 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
85 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
71 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
19 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
46 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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0answers
38 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
62 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
23 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
29 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
55 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
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0answers
34 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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0answers
19 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
502 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
406 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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0answers
41 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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0answers
80 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
1answer
84 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 ...
2
votes
3answers
885 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
36 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
2k 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
155 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
356 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
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2answers
77 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
23 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
63 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
129 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
578 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
852 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
593 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
223 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
3k 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
303 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
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0answers
149 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
83 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 ...
