Questions tagged [process-automation]

The tag has no usage guidance.

Filter by
Sorted by
Tagged with
0 votes
0 answers
37 views

Sometimes workflow rule update doesn't appear in user interface but in debug logs it was updated

I have updated the contact's Mailing country to two-letter name through workflow rule. Besides, I have a process builder that uses mailing country and makes API calls (API call is occur in apex class ...
user avatar
0 votes
1 answer
46 views

Generate a contract number

I am working on a flow to generate a grant contract number when each time a grant contract is created. For each record type there is a different starting number Grant Record Type starting Number ...
user avatar
  • 47
0 votes
2 answers
31 views

Auto generate the ''To'' field when sending Email on Opportunity

On Opportunity --> Activity --> Email. Does someone know how to auto populate the fiel 'To' related to the Contact email? For now, I need to copy paste the email address, I am looking for an ...
user avatar
1 vote
0 answers
23 views

Is it possible to create user and assign permission set in same flow?

I am trying to create users and trying to assign permission sets to them using flow. Since we get MIXED DML error when we try to do both of these tasks in a single transaction, I tried to use the ...
user avatar
0 votes
1 answer
22 views

Flow Update issue

I am working on a record triggered flow on the object grant contract.Here grant contract is a child object and the parent is grant. So my requirement is each time some fields are filled in the grant ...
user avatar
  • 47
0 votes
1 answer
16 views

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 ...
user avatar
0 votes
1 answer
104 views

How can we schedule a field update for every 6 months? [closed]

I have a formula field Score__c and I have a text field ScoreFrom6MonthsAgo__c. How could I update a field ScoreFrom6MonthsAgo__c every 6 months with a value from Score__c? Should I use Schedulable ...
user avatar
0 votes
2 answers
99 views

Could we schedule a flow for every 6 months?

Can I schedule a flow for any other frequency than daily / weekly? How could I schedule a flow for every 6 months?
user avatar
0 votes
0 answers
37 views

How can we set notification when MC integration doesn't work?

Is there an option to get notified (alert/email/custom notification), if MC connect doesn't work? when synchronized data extension is not getting synced (or) when integration connection fails & ...
user avatar
0 votes
0 answers
76 views

recordId variable loses its value when navigating to previous screen in screen flow

We have a variable called recordId in our screen flow that loses its value when navigating to previous screen. 1.We have screen flow which collects values from Individual fields and collects them all ...
user avatar
  • 37
1 vote
1 answer
23 views

Is Journey builder generating automations for each journey created?

When retrieving automations running on my platform, I have noticed some automations named like journeys and ending with a ISO formatted date. Those automations cannot be found in the automation studio ...
user avatar
2 votes
1 answer
160 views

How many flow interviews can I run per transaction?

Is there a limit on the number of autolaunched flows that can be invoked by a process builder or apex trigger/batch in a single transaction ? As per this document , enterprise orgs are entitled to 10,...
user avatar
  • 155
0 votes
1 answer
100 views

Autolaunched flow not invoking for multiple records

I am using process builder to invoke the auto-launched flow whenever there is an change in the 'Status' field. This process builder and flow is working good for 2 or 3 records. But when I tried to ...
user avatar
0 votes
1 answer
124 views

Flow based on an Objects History

Is it possible to build a flow based on an objects history. For instance, if I wanted a fields to update whenever another field is changed by one specific user. How would I go about this I cannot seem ...
user avatar
1 vote
2 answers
282 views

How to automatically update Status to Expired on Contracts when they expire?

My company has just started using Contracts. I created a value in the Status picklist called Expired for expired contracts. My goal is to automate setting the value to Expired without asking the sales ...
user avatar
0 votes
0 answers
44 views

What does a duplicate value found: <unknown> duplicates value on record with id: <unknown> indicate in Process Builder deployment?

I'm trying to deploy an invocable process builder via metadata API and getting this error: duplicate value found: <unknown> duplicates value on record with id: <unknown> This is not ...
user avatar
0 votes
0 answers
711 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 ...
user avatar
0 votes
0 answers
56 views

Process Builder Apex CPU Limit Exceeded

I have Created a Process Builder and a check box on User level for Integration Users, during the execution of Process builder in First Node I am checking the Integration User check box if it is true ...
user avatar
2 votes
2 answers
111 views

Is there an API Name for the field "User Password expires in" under Password Policies?

I am doing a flow that will notify users when their passwords are about to expire in SF. I have to subtract 7 from the number I set in "User Password expires in" as apart of that automation. ...
user avatar
  • 25
0 votes
0 answers
255 views

Flow is not triggered under certain condition, but it should be

I have an object called Lever__c which is a child of Opportunity. We'll consider here the following fields : Opportunity.CloseDate Lever__c.CloseDate__c //copies from opp. Lever__c.ApplicationDay__c /...
user avatar
1 vote
1 answer
2k views

Process Builder: Ischanged() does not work for new records

I am trying to create a process that runs when it meets the following criteria: Field A has been inserted or changed Field B has a certain picklist value(Attended or connected) Field C or Field D(...
user avatar
  • 37
0 votes
0 answers
835 views

Flow does not allow organization wide mail address if automated mail address

I created a flow which send email to the customer. The flow used the organization-wide email address. The email address is user a specific email. But if the customer answers the email it will be sent ...
user avatar
  • 431
0 votes
2 answers
683 views

Get the last created Opportunity Record with Flow or Process Builder

I will like to get the last Opportunity that was created. I created two custom fields on Opportunity Object: Checkbox Field = "My Last Opportunity" and Text Field = "Last Opp ID". ...
user avatar
1 vote
0 answers
37 views

Moving process automation into Trigger - are the performance benefits real?

A while ago, I asked about this: Performance gains of moving automation into a trigger? And I got some great feedback from everyone. I'm working in a real world scenario now and proposing an org move ...
user avatar
1 vote
0 answers
2k views

How to change record type based on a criteria with Flow in Salesforce? [closed]

I used 'get Records' element to get record type id and then try to assign it to a record upon some criteria when contact created. I got the error as shown in bellow screenshot. can anyone highlight ...
user avatar
0 votes
0 answers
27 views

Using declarative features, is it possible to update an Event, if available, on a Case

I have an installation date field on a Case. Whenever this installation date field is entered(this can be at the time of or can be at a later point of case creation), I am creating a calendar event ...
user avatar
  • 1
0 votes
1 answer
93 views

Issue with counting records in flow during mass upload

I have a one to many relationship between Project and Insurance. When a record is created on Insurance object, it needs to get the Project record and then count how many Insurance records are present ...
user avatar
1 vote
1 answer
246 views

Process builder cannot evaluate formula field

I have the following formula field 'Payment Status' that checks if an invoice is paid or not: I have a process builder that checks if the value of the payment status is 'Unpaid', it schedules some ...
user avatar
  • 97
3 votes
1 answer
747 views

Is there a way to ignore flow errors?

I have an auto launched flow that I would like to just ignore the errors of if they occur. I currently have several fault connectors going to a dummy assignment. However I keep receiving error emails ...
user avatar
  • 137
0 votes
2 answers
1k views

Automate Data Extension Deletion in Salesforce marketing cloud [closed]

We have multiple Data extension which are no longer required for use. I want to delete all the data extension inside a folder in SFMC. is there any way to achieve this using automation or SSJS? I don'...
user avatar
0 votes
2 answers
81 views

Process Builder Immediate Action Field dropdown showing unfamiliar fields

I am doing the challenge for https://trailhead.salesforce.com/content/learn/modules/business_process_automation/process_builder# and I created a process builder for this. In "immediate actions", I ...
user avatar
0 votes
0 answers
498 views

Prepopulating lookup field on flow

I need some help with a flow which I have developed to create a survey (custom object) record. This flow is being launched from an action button on a party event custom object. The idea is to capture ...
user avatar
0 votes
0 answers
274 views

Autolaunched Flow Sending Email

Does the Process Automation profile have access to send emails? My autolaunched scheduled flow just ends silently without sending emails or error messages. I tried creating a dummy automated flow to ...
user avatar
0 votes
1 answer
594 views

Formula to update multi-picklist with Process Builder

I've created a process to update a multi-picklist (Cloud Name) based on some words contained in a text field (Title) - it works but due to the pick values I am getting false positive. if(Contains([...
user avatar
1 vote
1 answer
2k views

Update the last modified user to Automated Process

Is there any way I can update a field on the record through automation to make sure that the last modified user gets updated to automation process user on the record? So, here's our issue, we have ...
user avatar
  • 57
2 votes
1 answer
1k views

Load data from incoming email CSV attachment

I would like Salesforce to create some records for me based on data that is incoming in an email's CSV file attachment. I've investigated the Email Services functionality, and set up an address, ...
user avatar
  • 229
0 votes
2 answers
361 views

Removing specific records from DE using SSJS script

I have a data extension that holds customer vouchers. I have different types of vouchers in that DE: WEL (welcome), BDY (Birthday) Because Birthday is a reoccurring event, i reissue Birthday ...
user avatar
  • 23
1 vote
1 answer
2k views

SFDX - Create Objects with Custom Properties

With the current state of the DX CLI, is it possible to dynamically add objects that have custom properties? Example - I create a scratch org then install the base package. From thereon, would I be ...
user avatar
0 votes
1 answer
812 views

How to create round robin lead assignment for certain lead status value and lead source?

I have done the setup listed here (https://help.salesforce.com/articleView?id=000004000&type=1) for round robin lead assignment, but 'd like to do a lead assignment based on two criteria: the lead'...
user avatar
0 votes
1 answer
414 views

Concatenate Related Contact Email field onto one text field on Account

I am trying to take the "Email" field on Contact records and concatenate it onto the "Related Contact Emails" field (long text field) on the related Account. I would like to have the email addresses ...
user avatar
0 votes
1 answer
9k views

How to pre-populate fields when creating a new record? [duplicate]

I have a custom parent object A and a child object B. When I create a new record from the child object B via the related list, only the parent lookup field is defaulted and filled in. When I hit ...
user avatar
  • 397
0 votes
1 answer
437 views

Process Builder dealing or Comparison between two instances of an Object

Scenario Name: Automating Certification(examination) system using salesforce sObjects: "Certification" object is the Parent of the "Exam" object. A certification can have multiple Exam types (eg.Exam ...
user avatar
0 votes
1 answer
319 views

Why Queues user's can't approval record from email after Process Automation Settings enabled?

I have setup an Approval Process in my system and added a queue and a user for approval. After that, I enabled the Process Automation Settings so that user can approve from the email itself. And ...
user avatar