Questions tagged [process-builder]

The Process Builder is a workflow tool that helps you easily automate your business processes by providing a powerful and user-friendly graphical representation of your process as you build it.

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Help in Process Builder [closed]

I am new to Process builder. I want help with the process builder. The scenario is that :- if the product name is changed then the status field (field data-type = picklist) should show Pending and ...
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Populate a form field from APEX [closed]

I have a custom form field in the Account object UI. Lets call it time now I have a class, that is triggered every time an update of the UI is performed eg(name change, phone number entered, address ...
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Order of Execution - Process Builder

I have the following process triggering when an Opp generates an Order: Opp -> Order (Draft status) Platform Event Trigger (based on Order Status change) PE Flow Subscriber: Sets Order Status to ...
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1answer
2k views

IF statements in formula field or process builder

I need a formula field that essentially has two different formulas depending on which product is selected on the Opp Product. Both products and formulas will be needed, so it's not really an IF/ELSE ...
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1answer
1k views

Process Builder Email alert is not triggering for some profiles

I am running into this weird issue. I have a process builder which on record creation send out an email to Distibution List and updates the owner to Queue. This works fine if I create a record using ...
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1answer
78 views

Does the PRIORVALUE function work with lookup field? Has something about PRIORVALUE changed recently?

Here's a snippet from a process builder formula that was working in production (or at least not giving syntax errors when saved) until recently. '(PRIORVALUE([Contact].npsp__Primary_Affiliation__r....
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14 views

Error Sending Notifications for Community User

I was trying to send notifications for a community user, however I'am not able to, is there something wrong in how I setup my recipients?
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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
33 views

Process Builder not Updating Field

I have a process builder that updates an opportunity field only if the related payment payment method field is cash or cheque. When testing it out and creating a related payment with payment method ...
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1answer
17k views

How do I determine if the case owner is a user or queue in process builder?

I'm using the process builder to create a task and assign it to the case owner. If the case owner is a queue then creating the task fails with the following error: FIELD_INTEGRITY_EXCEPTION: ...
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1answer
24 views

process builder check if two days and return true/false

I'm trying to compare if the two dates <= 30 if yes then returning the true or false Here is my formula that I'm using: If(!ISBLANK( Cancel_Date__c ), Cancel_Date__c , If(MOD(( Date_Executed__c + ...
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20 views

process builder not running to create campaign member

I want to create Process builder which will create campaign member when contact is created and below conditions met Region = EMea Account Type = Partner Partner Category = Distributor Business Unit =...
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1answer
15 views

Customizing logic in process builder

can i customize the logic in pb like this 1 AND 2 AND 3 AND (4 OR 5) AND 6 AND 7
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801 views

Process not triggered by Import

We built a process which auto populates a text field when three other text fields have certain values. It work fine when I change values manually, but not when I update the fields with the Data Import ...
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1answer
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Workflow Rule Runs Twice

The scenario is, there is a field called 'Expected closing Date' on the opportunity object. When the opportunity owner changes the expected closing date it should go for the approval of his manager. ...
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1answer
831 views

Error in Process Builder

I have a process Builder Which updates the owner of all child objects PO,when owner of parent object is update Customer.But I'm getting either of the following errors while doing so: Error Occurred: ...
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1answer
29 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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1answer
888 views

When a record is updated, update related records using flow

I'm trying to use declarative methods to updated related records when one record changes. The two types of objects are related through a junction object, which means I cannot use a process builder to ...
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1answer
2k views

How to catch Validation error in Flow

I have created flow + Process Builder to do a lookup relationship Count on parent object. My issues is I have a validation rule which fires when user try to deleted last child record from the related ...
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1answer
27 views

Automate Lead Conversion in Salesforce

In salesforce, lead is converted into Account, Contact, and Opportunity. Opportunity is optional to create upon conversion. The convert button on Lead does the conversion. Is it possible to convert ...
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2answers
812 views

how to post the value from a rich text field to chatter through the process builder

We have a custom object and want to post to chatter when a new record of this type is created. We do this via a Process Builder flow. This works well for most fields. However, we also have a rich ...
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3answers
1k views

How to have an InvocableVariable appear as Drop Down List in Process Builder

BACKGROUND I have a class with an InvocableMethod which takes a set of InvocableVariable's Such that I can call the Apex class from Process Builder. QUESTION I would like one of the fields to ...
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1answer
2k views

ISCHANGED and PRIORVALUE formula creating error in PB

I have a request to track some metrics within a case. Building a case history report isn't my solution as they take too long to run and the criteria is too specific. What I'm wanting to do is ...
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1answer
592 views

Validation rule to prevent field update

Background In opportunity object I've got two fields Stage (Initiated, Develop, Submitted, Review, Hold, Closed) Status (open, lost, rejected, withdrawn, closed) Objective I'm trying to create ...
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1answer
36 views

Only one parameter is support on methods with @invocablem

I need to update status values to the custom object Loan application so used apex class and to call in process builder it caused an error Error:**Only one parameter is supported on methods with can ...
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1answer
43 views

Why the oficial docs recommend to use Flows over Apex Triggers, if handling the Governor Limits is nearly impossible when the App grows?

Even if you follow the guidelines and keep one PB for sObject and so on, you'll be probably sooner or later having to refactor the (probably quite big) PB, to an Apex Trigger. So why the docs ...
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1answer
1k views

How to add multiple scheduled actions in a process builder

I want to send reminders 45 days, 30 days, 21 days before the event start date. I have mentioned all those 3 in process builder. Please see the screenshot. The problem I am facing is if I create a ...
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1answer
14 views

Process builder & Flows in AppEchange Apps allowed or not? Also, check in what editions of SF flows are allowed? [closed]

Can anyone please reply, if we can use Flows in AppEchange Apps or not? Also, check in what editions of SF flows are allowed? like, application created with the flows to some task(s) and process ...
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2answers
5k 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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1answer
754 views

Process that fails only when fired in bulk. How to bulkify?

I have a process that fires upon creation of a custom object called Eventbrite Order Line Item (OLI). The OLI object has a lookup to contact and a lookup to campaign that are populated upon the ...
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1answer
18 views

Send Emails through Flow or process builder

just a quick question. We have a requirement where we need to send email to assigned user if task is selected 'open'. Now I have tried this in process builder and flow, so far it's working. what i ...
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1answer
22 views

SF - Create Flow based on 'If Quote Line Items Name Contains'

I am trying to create a flow based on the following: When a Quote status changes to 'Accepted' Check all Quote Line Item Product Names If any Quote Line Item Product Names contain a certain string ...
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1answer
19 views

Process Builder doesn't seem to execute from Test Methods

I have Process Builders built on Cases which makes the following job: Change Owner to Queue on Create Change Status to 'New' on Create, to 'In Progress' on Accept, and changes parent case Status to '...
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23 views

Record Type Not Changed With Process Builder

My criteria for process builder is this AND( OR( [Contact].RecordType.DeveloperName = 'Commercial – Sales' , [Contact].RecordType.DeveloperName = 'Residential – Sales' ), ...
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1answer
28 views

The formula expression is invalid: Syntax error. Missing ')' formula error in process builder

i AM CREATING A PROCESS BUILDER WITH CONDITIONS AS FOLLOWS Residential / Commercial: Sales //THESE ARE ME RECORD TYPES Contact Type: Investor, End User or Buyer //MULTIPICKLIST Stage: Past Client //...
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1answer
21 views

How many jobs are running by the user

Want to freeze one user account, before want to know how many jobs(process builder, workflow, batch job everything) are running by the user? Any type of suggestion or SOQL statement will be helpful.
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2answers
255 views

How to use e-mail templates in process builder automation?

So I've created the following e-mail template: And I thought I could just head over to Email Alerts, and next to Email Template, click the icon and find my template: But of course, in true ...
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2answers
484 views

How do I pass a platform event payload from a PB process to a flow?

I read elsewhere that I can pass an event's payload to a flow from a process builder process. When I try pass values in my process all I see are the different fields from my platform event object. Do ...
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1answer
25 views

Can't Access Quote Line Items through Quote Object in Process Builder

When I go to create a new process in Process Builder on the Quote Object, why are Quote Line Items not an option under field selection? See image below - The 'Line Items' that shows is just a count ...
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0answers
112 views

ProcessException not available in Winter '21 environment

I have been having issues with the new ProcessException object. It’s available on API v. 50. I have 2 sandboxes that I’m deploying between (the process exception layout, profile metadata, and sharing ...
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1answer
19 views

How to prevent redirecting to another page while assigning a flow to custom button

I had created a flow for automating my things. I created a custom button and assigned a flow to it. When I try to press the button it takes me to another page. Can someone tell how can i prevent it ...
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2answers
2k views

Process Builder Deployment Error: “We can't find an action with the name and action type that you specified.”

after making updates to a process builder for task record inserts, I am trying to deploy it - using change sets - to the Testing sandbox from our Development sandbox. The previous deployment - ...
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2answers
2k views

On Lead Conversion update Contact field

Requirement: The registration date on Contact needs to be updated to Today() if lead is converted. Process Builder Solution: In criteria, I checked isConverted and ConvertedContactID as not null, in ...
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2answers
27 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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2answers
527 views

Update datetime field for scheduled action in process builder won't trigger action at the new datetime value

I have a process builder that schedule an action when a datetime field on record is reached. After that i update datetime field to a another datetime value. But it seems to me that it never trigger ...
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1answer
754 views

How to avoid Apex CPU time limit exceeded error with Process Builder?

We have multiple rules setup for Case using process builder but one of the rule seems to be failing throwing CPU Time Limit Exceeded error. The process is failing at this step where i am updating ...
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2answers
1k views

Process builder: When a Master record is updated, I want to update a field in Account which is related to a detail field related to the Master record

MasterA --->DetailA--->Account. DetailA has a master detail relationship to both MasterA and Account. Whenever fieldA is updated in MasterA, I want to update a field in Account which is related to ...
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2answers
3k views

Process Builder causing Apex Test class failures - How to handle?

Hoping someone can help with the following issue I am currently experiencing. I have created a new process via the process builder that sets the Contact owner to be the same as the Account Owner on ...
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0answers
44 views

How to set up a custom Quota's object? (multiple quotas)

I'm looking for some folks to help me brainstorm how to set up a custom object(s) to allow managers to input quotas for sales people. I can't use the OOTB forecast/quota functionality because it only ...
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0answers
21 views

How to Assign Lead to License

I'm using the Process builder for creating a sign up request for the creation of a trial org. All things work fine, except one thing. The record created in license object(LMA) has no reference to the ...

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