Questions tagged [process-automation]

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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 /...
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14 views

Is there any way to auto create the task without a due date in Process Builder

I have a Process Builder, when certain criteria is met creates follow-up task with a Due Date of TaskCreatedDate+3 Users want to add their own due date on Task instead of automating the due date to 3 ...
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1answer
39 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(...
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54 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 ...
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2answers
35 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". ...
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31 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 ...
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55 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 ...
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24 views

How to create a flow to automate the opportunity creation from user input in a form?

I was trying to create a flow that asks for inputs when run by a screen flow, name, surname, birthdate, a file upload, quantity of the product, and an opportunity. So I want to create a contact with ...
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22 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 ...
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1answer
28 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 ...
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1answer
37 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 ...
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17 views

Creating Automation using process builder

I want to have the Target Start Date on the opportunity updated when I update the close date, unless I have manually updated the Target Start Date. Create logic that updates the Target Start Date when ...
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32 views

Process Builder Formula AND(OR(AND())) only works for first AND condition, not the second?

I have the below formula in a Process Builder, I am having issues with the 2nd OR() condition. The first AND() appears to work fine, but the 2nd AND() condition doesn't. I can't figure out why as ...
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35 views

Scheduling apex class through Processbuilder issue?

Hope all are doing good and safe. I have small issues with my class on scheduling through process builder.In my visualforce page I have a "apex:outputLink" by using this I'm executing some ...
3
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1answer
303 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 ...
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2answers
557 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'...
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83 views

Assign Multi-Picklist value to screen Flow

Lightning Flows: I have a requirement to read Multi-pick list field values in an object based on a criteria and assign the same to Multi-pick list field on a 'screen'. I know this is not straight ...
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2answers
55 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 ...
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169 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 ...
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146 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 ...
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1answer
124 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([...
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1answer
1k 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 ...
2
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1answer
779 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, ...
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2answers
211 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 ...
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1answer
1k 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 ...
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1answer
705 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'...
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1answer
217 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 ...
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1answer
7k 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 ...
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1answer
329 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 ...
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1answer
174 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 ...