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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714 views

Opportunity Closed Won - Change in ownership

We have a created renewal opportunity creation using process builder along with immediate actions of emails and tasks. In our sales process, we have created One custom stage before the closed-won ...
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14 views

Update Account fields based on its related Contract

I built a Flow (Record-Triggered Flow) in Salesforce Flow Builder that updates the fields Contract Start Date and Contract End Date, which is taken from the most recent Contract whose status is ...
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2answers
5k 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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20 views

Given sobject does not match type for alert: Account

I have a Process Builder in Salesforce. It's set to go off when Object Account is edited and the certain feild (A) is updated. I have 2 Email alerts one called Positive and the other called Negative ...
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26 views

Error when creating scratch org "The processMetadataValues entry for TriggerType has an invalid value."

I try to create a scratch org, but every time I get the error "The processMetadataValues entry for TriggerType has an invalid value." <processMetadataValues> <name>TriggerType&...
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1answer
569 views

How to get merge fields working in an email template?

In my environment, when someone registers for an Event, an Attendee record is generated. I have successfully created a process in Process Builder that sends an email when an Attendee record is ...
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0answers
21 views

Marketing Cloud Journey Builder PB/Flow on Contacts Causing CPU Limit Issues

In our Org, the JBSystemFlow_Contact flow is being called by a Process Builder every time a Contact is saved, and causing us to hit the CPU Governor Limit. I know that CPU limits can come from ...
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11 views

Will a flow that's connected to process builder run if an approval process updates a record?

I have a flow that's set to be triggered from a process builder when a record gets updated. The flow is triggering when the record is manually updated. But the flow is not triggering when an approval ...
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1answer
592 views

Use criteria of a related record in process builder?

I'm in the process of going through an org merge.  In the source org they had workflows triggered by users simply clicking a checkbox, which would then send upto 10 different tasks out to users.  ...
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1answer
2k views

Flow Builder not firing up after approval process

I have a custom object "Custom1" on which we added an Approval process. The process is easy when the object is approved by the approver then I have a Final Approval Actions that is set to ...
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28 views

Optimizing the Org

I have been working on an org which have a lot of automation on the objects especially leads. There are more than 10 process builders and triggers each. They all work for different processes and ...
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1answer
541 views

Process Builder Attachments

-We use email to case. -A case is closed if completed -We have an existing process builder that creates a new case if a customer happens to send another email to the closed case. - This process ...
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40 views

How to restart Milestone tracker when case is re-opened?

I need help and if anyone can give me insight on Entitlement process, I want to restart the Milestone tracker when case is re-opened. I am able to stop the Milestone tracker using process builder but ...
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1answer
559 views

How to debug Owner Update on Case?

A case has been created from Email-to-case and the case Owner is routed to a Queue automatically. Condition here is if it comes to a Specific mail id it is routed to that particular Queue. Now I need ...
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2answers
912 views

Remove a Value from Multi-Select Picklist through Automation

I am working with Process Builder and am trying to build a criteria that states: "If the value of one field equals "X" on a record, a value from a multi-select picklist should be removed from the ...
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0answers
27 views

Salesforce to integrate with Sharepoint using their API [closed]

I am trying o explore possible options to integrate the Salesforce to Sharepoint. The usecase is whenever a case of a certain type gets created in Salesforce it needs to create an item in the ...
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1answer
483 views

How to send dynamic values into custom notification using template stored in Custom Label/ Metadata

Can anyone please give a brief idea how to implement below scenario? We have a batch class which runs every 1 hour where we are making callout and getting data from 3rd Party System and updating ...
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34 views

Process Failing with Result: Failed to update records that meet the filter criteria

I'm getting the following error emailed to me for a process that is failing. I think its failing on the first scheduled action: 'Update Auth' but I can't figure out why. I was thinking there were ...
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1answer
632 views

How to know record in Queued scheduled action

We had a process builder with scheduled actions. But the logic in it was wrong and records were scheduled with that logic. Today i have updated the logic of process, But some scheduled actions with ...
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1answer
518 views

Process builder and flow resulting in recursion

Currently, in the process builder if you create a process and invoke a flow that will update multiple records for the same object, the process is again triggered for the records it updates, since the ...
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1answer
943 views

Recursive record update by flow

I have a simple process builder that triggers a flow to update a record and whenever the flow does, all the workflows and process builders related to the object are triggered the second time. Is ...
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1answer
21 views

How do I send email alerts based on custom formula fields or past due dates? [closed]

How do I create a process that will auto-send an email alert when a record is 10, 20 or 30 days passed another date field?
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1answer
2k views

Send Email Alert in Process Builder only in business hours?

I have set up a Process in Process Builder that sends an email alert via a scheduled action. All works fine and my client is happy. However, they have queried about what time the email alert will be ...
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1answer
2k views

Are all Flow / Process builder 'versions' pushed in a changeset?

Are all versions of a flow/ process builder pushed through in a changeset? I have over 30 versions and I only want the latest, Active one... Do I have to save it as a new flow and use that in the ...
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1answer
609 views

How do I route in Process Builder based on role hiearchy?

We have two different groups in our company serving as admins for Salesforce. One covers the EU and one covers North America. I want to create a workflow rule for leads so that a lead is routed to ...
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1answer
1k views

How to transfer Opportunity Line Items to Quote with Flow

I have a custom New Quote button which has some pre-defined fields when creating a quote from an opportunity. I learned it the hard way, that using such custom actions, the Opportunity Line Items will ...
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1answer
22 views

Unable to deactivate / delete Process Builder version - insufficient access rights on cross-reference id

I have a ProcessBuilder in the org constructed in 2017 that referenced LiveChatTranscript as the target object. When I try and deactivate/delete the only version of this process, I get insufficient ...
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1answer
42 views

How to get LookUp record value in apex class when its is invoked from Process Builder?

I have QuoteLineItem object where I have a field called QuoteManager__c which is look up to User object . I have a scenario where I have to send an email to QuoteManager__c from Process Builder. I ...
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1answer
26 views

"Field StageName does not exist" when creating a formula for Case Object

I'm trying to create a process that validates the Stage of the Case based on certain record types and I'm getting this crazy error: ISPICKVAL(StageName, "Escalated") && ( [Case]...
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11 views

I have tried to update the lead records when Email and call is logged and status completed

Does anybody have idea about how I can use a trigger process builder or flow depending upon the task completed status of Task such as "email" and "log a call". I am able to do it ...
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1answer
13k views

CANNOT_EXECUTE_FLOW_TRIGGER Error

System.DmlException: Insert failed. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, The record couldn’t be saved because it failed to trigger a flow. A flow trigger failed to ...
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1answer
35 views

I need to update a checkbox as True if there is at least 1 chatter post on a custom object (sent by sys admin profile.)

I need to track that my team is acknowledging support requests, by posting a chatter post to the requestor. I have a checkbox on our custom object, which I'd like a process builder to flag as True ...
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3answers
1k views

How to Populate a Lookup Field on the Standard Account Object Upon Save

On the standard 'Account' Object, there is a Look-up field 'Purchase Order Rule' (POR). When creating a new account, upon save if the POR field is Blank I want it to auto populate with the value '...
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1answer
983 views

Updating a picklist from another picklist

I just uncovered that our company was using a custom picklist on the Account object, called "LeadSource" and that the standard field "AccountSource" was hidden. I just completed updating the ...
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1answer
3k views

The flow failed to access the value for myVariable_current.Account.Owner.UserRole.DeveloperName because it hasn't been set or assigned

I am getting these two process builder error's Error element myDecision (FlowDecision). The flow failed to access the value for myVariable_current.Account.Owner.UserRole.DeveloperName because ...
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1answer
31 views

Flow Executes on Manual Update but not Automated Update from Process Builder

I have a situation in which I'm using Process Builder to update a custom object (A2D) status (which I'm calling Technology_Lifecycle). The Process Builder executes as intended, and the ...
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1answer
40 views

My IF CONTAINS formula won't work

I have a Process builder that adds the Organization name to a Description field on update of an Affiliation. I want it to not add the same name several times, so I tried to write a formula. But it ...
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0answers
29 views

Editing an approved opportunity to trigger re-approval

When an opportunity is submitted for approval, the opportunity owner can edit the opportunity and add values/ changes that are not approved, I don't want to lock the opportunity as that would create a ...
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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
25 views

Process Builder Not Firing Immediate Actions "On Create" For "Do you want to execute the actions only when specified changes are made to the record?"

I have a process builder for which I need immediate and scheduled actions to fire. I have selected the option "Do you want to execute the actions only when specified changes are made to the ...
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0answers
33 views

Show Chat Transcript Status On Case Record

I am trying to create a formula field to update "Chat Status" from LiveTranscript.Status field on Chat Transcript record. I created a formula field on Case called "Chat Status" and ...
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0answers
10 views

Update a Contact Picklist field based on a Lookup object's text field

I have requirements to update the Gift Aid Declaration field on Contacts if: #1 the Gift Aid Declaration field was blank before OR #2 the Gift Aid Declaration field was previously filled with a value ...
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0answers
32 views

how to populate lookup field based on other field value while inserting the records

Could you please let me know the best way to auto populate lookup field based on other field value while inserting the records . E.g : We have a custom object and it has a lookup field for contact ...
4
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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
520 views

How to send email alert to child record creator when parent record status changes

we have a parent-child lookup relationship on the case object. Once the relation is created, we want the child case record owner to get email alerts whenever the parent record status changes. There ...
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2answers
55 views

how to Send Notification using flow with the group

I'm trying to figure out how to setup send notification using the FLOW and I know how to configure but I have read and seen lots of youtube video talks about sending to the owner of the record, but ...
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1answer
1k 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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2answers
2k views

RecordTriggerAutolaunched flow Not firing

I have done field update in approval process final approval action. I have created a RecordTriggered flow based on this objects field update. In the flow am updating its parent record field. But the ...
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0answers
27 views

Opportunity task not getting assigned new owner when opportunity owner changes

I have a flow that creates an opportunity with a temporary owner / user named 'Marketing Queue' A process builder runs and creates a task with the same owner. We use leandata which after a few minutes ...
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1answer
1k 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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