Questions tagged [process-automation]
The process-automation tag has no usage guidance.
50
questions
1
vote
1
answer
82
views
Find all instances where someone is running user
I am trying to help someone remove all instances where a specific person has left the company is the running user in Salesforce. I would not consider myself a developer by any means, however this ...
- 13
1
vote
0
answers
134
views
Disable emails from Orchestration Flow Work Item
We have an Orchestration flow that we are assigning to a public group. Whenever an interactive step gets created it is sending an email to the entire group, however, we have different methods of ...
- 11
0
votes
1
answer
72
views
Can Einstein STO delay subsequent email activities sent event in a journey?
When Einstein STO is added to a journey, if 12hours are defined for STO activity before email activities in this flow:
email1 → wait 1day → email2 → wait 1day & email3.
If journey is activated /...
- 317
0
votes
0
answers
64
views
Pull Text Body from a previous Email into new Reminder Notification
i am trying to understand if its possible to create an Case follow up Reminder Email Notification (Case Object) which pulls the previous email sent by a customer and stamps that into the new email ...
- 33
0
votes
1
answer
83
views
How do I set up a scheduled flow to email records based on opportunity and contact last activity date?
This feels like it should be very simple, but every time I try to do this it eludes me.
I'm posting screencaps of how it is set up, it's nothing sensitive.
The basics of what we're trying to do is ...
- 23
0
votes
1
answer
44
views
INSUFFICIENT_ACCESS_OR_READONLY: SalesforceIQIntegration User cannot be edited
I have created a flow to update user fields with according to contact fields, whenever a contact is updated. I receive the following error INSUFFICIENT_ACCESS_OR_READONLY: SalesforceIQIntegration User ...
0
votes
1
answer
304
views
Property 'filterFormula' not valid in version 51.0
I m facing issue while deploying the flow. with below error
Property 'filterFormula' not valid in version 51.0
ISNEW() || ISCHANGED({!$Record.StageName}) ) &&
NOT({!$Record.IsClosed}) &&...
- 23
0
votes
0
answers
43
views
Salesforce Scheduled Flow
I created scheduled flow to trigger 0 Hour After Message Send Date ,
but in the scheduled flow the following formula is not working.. Is it expected..?
OR(
AND(
ISNEW(),
ISBLANK(TEXT({!$Record....
1
vote
2
answers
878
views
Can we check if a Person Account was enabled in Salesforce Organization using Flow?
Can we use a flow or process builder to check if the Person Account was enabled in Salesforce Organization? If yes, how? I would like to make a decision in my automation based on whether person ...
- 23
1
vote
0
answers
87
views
Automation Studio - Export activity
I need to set - up an email alert notification once an export to data lake fails. This is especially interesting when an export fails on the last day of the month. If no notification is being sent, we ...
- 29
1
vote
1
answer
136
views
Should I still use a process builder if it's easier to do something with a flow?
When I have to choose between the process builder and flow, should I always choose flow? (because process builders won't be supported)
Or should I use a process builder when it's much easier to ...
- 35
0
votes
1
answer
138
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 ...
- 69
0
votes
2
answers
898
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 ...
- 21
1
vote
1
answer
474
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 ...
- 65
0
votes
1
answer
30
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 ...
- 69
0
votes
1
answer
22
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 ...
- 34
0
votes
1
answer
457
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 ...
0
votes
2
answers
1k
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?
1
vote
1
answer
41
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 ...
2
votes
1
answer
997
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,...
- 315
0
votes
1
answer
458
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 ...
0
votes
2
answers
1k
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 ...
1
vote
2
answers
2k
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 ...
2
votes
1
answer
2k
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 ...
- 31
0
votes
0
answers
102
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 ...
2
votes
2
answers
302
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. ...
- 25
0
votes
0
answers
1k
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 /...
- 1,072
1
vote
1
answer
4k
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(...
- 37
0
votes
0
answers
3k
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 ...
- 451
0
votes
2
answers
4k
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". ...
1
vote
0
answers
45
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 ...
1
vote
0
answers
6k
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 ...
- 87
0
votes
0
answers
29
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 ...
- 1
0
votes
1
answer
590
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 ...
- 323
1
vote
1
answer
371
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 ...
- 127
4
votes
1
answer
2k
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 ...
- 159
0
votes
2
answers
2k
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'...
0
votes
2
answers
103
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 ...
- 208
0
votes
0
answers
1k
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 ...
- 537
0
votes
0
answers
380
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 ...
0
votes
1
answer
755
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([...
- 121
1
vote
1
answer
3k
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 ...
- 67
2
votes
1
answer
2k
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, ...
- 239
0
votes
2
answers
553
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 ...
- 23
1
vote
1
answer
3k
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 ...
- 470
0
votes
1
answer
999
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'...
1
vote
1
answer
729
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 ...
- 11
0
votes
1
answer
11k
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 ...
- 427
0
votes
1
answer
472
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 ...
- 151
0
votes
1
answer
614
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 ...
- 22.5k