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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How test Process Builder's scheduled actions with APEX testmethods?

We have an org where we are using Process Builder to create cases 1 hour after a record have been created with missing data. We are using a scheduled action (Call apex) to do so. We are using the "...
Balazs Rubicsek's user avatar
7 votes
0 answers
143 views

Are Visual Workflows/ Process Builder based on Apex?

What technology is behind Visual Workflows/ Process Builder? See salesforce.com/video/303091, fwd to 38:28... per Josh Kaplan, none of the declarative tools compile into java bytecode instructions. ...
krigi's user avatar
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7 votes
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Could not evaluate formula for value passed to Flow

Has anyone come across this error when trying to use Process Builder/@InvocableMethod to call an Apex class? This is the error I see in the Debug log: Could not evaluate formula for value passed to ...
Phil Hawthorn's user avatar
5 votes
0 answers
780 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 ...
Morgan Marchese's user avatar
5 votes
0 answers
3k views

How to identify the parent record related to a paused flow interview using a SOQL

I need to cancel some of the actions scheduled by different process builders (executed on opportunity) but it is not easy to identify the related paused interview flow records....I dont know how can I ...
lopez.regalado.fj's user avatar
5 votes
2 answers
2k views

How are percentage fields evaluated in process builder?

I'm having trouble figuring out how percent fields, specifically formula percent fields, are evaluated in criteria for process builder. We have a basic process using the "Conditions are met" criteria....
ASGJim's user avatar
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133 views

Process Builder namespace error in Managed Package Patch

I am currently having a block around a problem with the process builder in a managed package, specifically when trying to upload a patch. Basically, the process builder seems to append the package ...
P. Lapointe's user avatar
5 votes
1 answer
222 views

Process Builder - scheduled action problem

We have found out a big problem by using Scheduled Action in a process builder. In a process builder we have built a condition that fires when record is in a given status and this condition starts a ...
Fabio Maturo's user avatar
5 votes
0 answers
912 views

Process Builder causes Apex Class Test Failure - Stops Migration

My searching for this only displayed a solution which wasn't relevant: Process Builder and Test Classes Use Case: We have a process that creates a chatter post on user record insert OR profile edit. ...
WHKV's user avatar
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4 votes
0 answers
235 views

Unescape Special Characters in Process builder

I am having a text field in an object whose value is posted on chatter using Process Builder. If one record contains special character &, then the chatter post comes like & Is there any ...
Junaid P Khader's user avatar
4 votes
0 answers
389 views

Intermittent Process Builder Flow Error - How to troubleshoot with no info?

Background I'm getting a dreaded flow error for one of our test methods that occurs fairly regularly, but not consistently. I've reviewed the debug logs thoroughly, but can't see any obvious way to ...
Ralph Callaway's user avatar
4 votes
0 answers
2k views

RecordID's changing from 15 to 18 characters within process

This is a Process Builder/Flow question not Visualforce or Apex, and so I apologize if it's somewhat out of place on here. I'm getting desperate for a solution. I am currently unable to use a ...
Zoom_v's user avatar
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4 votes
2 answers
3k 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 ...
Rhydian's user avatar
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3 votes
1 answer
8k views

Flow triggers Email Alert, but no email sent in Logs, no email received

I created a new Flow that runs on Update of our Custom Object. When the record is updated with a new Assigned_to__c user, it should trigger an Email Alert with Classic Email Template. The Decision ...
Ryan McNeely's user avatar
3 votes
0 answers
245 views

In Process Builder -> Customize the Logic, does short circuit evaluation occur?

Suppose I have a process builder for the Account object. In my criteria, I've selected "Customize the Logic", Custom logic: (1 AND 2 AND 3) OR (4 AND 5) Conditions: 1- IsPersonAccount :: equals :: ...
Sullivan's user avatar
3 votes
0 answers
475 views

Is it possible to activate specific version of process builder(or flow) through API?

For the situation shown in the above picture, is it possible to activate a specific version of process builder(or flow) through API?
javanoob's user avatar
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3 votes
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Process Builder: How to use custom label/translated text in custom notification body?

We are trying to send a custom notification message to the owner of a custom object record using process builder. The body of the notification must be translated depending on the record owner language ...
Shamina's user avatar
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3 votes
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501 views

Custom Notifications in Process Builder: how to access Platform Event parameters

I'm working with the new (Summer '19) Custom Notifications, building a Process that is triggered by a Platform Event. When I set up the trigger node, I select the Platform Event, and a related record ...
PatMcClellan__c's user avatar
3 votes
2 answers
981 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 ...
Esau Sanchez's user avatar
3 votes
0 answers
129 views

Can not access flows and processes via UI installed with 2GP / SFDX on target org

I have some second generation packages (2GP) that contain processes and flows. I am working with the API Version 44.0. When pushing/pulling the flows on/from scratch orgs, they work easily. But after ...
J. Schreiber's user avatar
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3 votes
1 answer
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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 ...
Dnyaneshwar's user avatar
3 votes
0 answers
589 views

Bulkify existing flow to avoid SOQL Limits?

I currently have a flow that looks up and passes the ID of a Fire Department into an object called Service Plan. The Fire Department is found by looking up the BillingCity on the Account associated ...
Alex W's user avatar
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3 votes
0 answers
567 views

Using PRIORVALUE function on custom object parent relationship in process builder not working?

Let's say I want to do some action when a Contact is reparented from an Account of a certain Type. I've created a process with this condition: ISCHANGED([Contact].AccountId) && ISPICKVAL(...
NSjonas's user avatar
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3 votes
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379 views

Automatic Assignment of New Users to Chatter Groups

I am working on a pair of a Process Builder flow and a Flow that take newly-created users and assign them to Chatter groups. Currently we are only assigning new users to the "All Chatter Users" group, ...
Luke Miller's user avatar
3 votes
0 answers
69 views

Why mass uploads cancel out scores calculated by Apex code?

We recently implemented this Apex code "Account Grading Method" (attached below) in our system. When an account record is created or edited, a process in the Process Builder calls the Apex code to ...
Tina Chang's user avatar
3 votes
1 answer
741 views

InvocableVariable Amount field not visible in Process Builder

Using Amount field in a webhook I've created an Apex class webhook to post from Salesforce to Slack. I have tried with Opportunity.Amount field is defined as a Double or Decimal. @...
Kristin's user avatar
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3 votes
0 answers
52 views

Method to assign incremental line # values to records via Process Builder Insert process?

I have a requirement when an new Order Item record is created to assign a line# value based on the last assigned line# for the parent Order. I have a roll-up summary field on the Order object that ...
debraSF's user avatar
  • 315
3 votes
0 answers
51 views

Service Date in Process builder is not showing up

I have a process builder, where I am just adding an immediate action to create Opportunity Product then I don't see the field @ServiceDate , is there any reason for the same. Any help is much ...
sfdc rowdy's user avatar
3 votes
1 answer
154 views

Dropdown list in Flows shows truncated list of choices

I have a Task Flow called Shop Call that allows reps to enter Call details as a Task. I have 1 field that allows the rep to select from a list of Bioriginal Contacts (there are 155 Contacts ...
cloudy-ritz's user avatar
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3 votes
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163 views

Process Builder not working through API call

We have a process that works when users create/modify cases from within the UI, however when a case is created by an Apex class and the process gets called b/c of that create, the process runs but ...
sfdc rowdy's user avatar
3 votes
0 answers
161 views

De-bulkifying Process Builder processes

First question to the Salesforce StackExchange; I apologize in advance for not adhering to any community rules. I'm trying to execute an Apex method through the anonymous execution via Developer ...
justinpdove's user avatar
3 votes
1 answer
412 views

Trigger Ready Flow /Process Builder to open record in edit mode (URL/e)

I would like to use an auto-flow (ie. not use a button, but use trigger ready flow /process builder to auto-launch a flow) to open up a current record in Edit mode. Ie. Hack the URL so that the URL ...
Clehan1's user avatar
  • 879
2 votes
0 answers
145 views

Do flows and processes get converted to apex behind the scenes?

Do flows and processes get converted to apex after they are saved and activated? ..or does Salesforce have another way of interpreting them?
Jay's user avatar
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2 votes
1 answer
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How to add Case Owner to Case Team with Process builder and Flow?

I am looking some help and steps How to add Case Owner to Case Team with Process builder and Flow? I have created a flow with steps: Create a flow (auto-launched) and add three text variables: ...
Magic's user avatar
  • 21
2 votes
0 answers
27 views

RecordActions with Process Builder- Appearing Multiple Times

I have a Process Builder that creates a RecordAction of "Action Type" Flow, at various Opportunity Stages.The RecordAction correctly shows under Actions & Recommendations each time a ...
Breandán's user avatar
2 votes
0 answers
2k views

ISBLANK not working properly in formula field in auto-launched Flow?

We have an auto-launched Flow that is called by a process builder. The PB passes in some record values into flow variables. We have a formula in the flow that uses ISBLANK to check these variables ...
David Cheng's user avatar
  • 7,070
2 votes
0 answers
94 views

MDAPI retrieve of Flow from Packaging Org (1GP) has unexpected namespaced field

Given a trivial process builder decision block formula on the package's namespaced object: [mynamespace__Foo__c].mynamespace__Amount > 1000 Retrieving a Process Builder (via MDAPI) with source ...
cropredy's user avatar
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2 votes
0 answers
182 views

Email Message sent out even when Approval Request fails

We have an Approval Process (AP) and a Process Builder (PB) on Email Message object. We also have a PB on Case object. The logic is following: A user creates an Email Message on a Case record and ...
smukov's user avatar
  • 5,543
2 votes
0 answers
118 views

Current user's locale in ProcessBuilder

I am trying to access the Locale field of the running user in Process Builder. The field is not available from the field list. I have also tried to access the field in the following ways: $User....
DebaSen's user avatar
  • 69
2 votes
0 answers
254 views

What Salesforce flow components are translateable

I'm trying to figure out what component types in a flow are translateable and which are not. It seems like the Text component is translateable via Translation Workbench - but it looks like you can not ...
Andy Fitch's user avatar
2 votes
0 answers
410 views

Process builder with multiple actions

Currently I have the task of creating a process builder that creates a billing record. On update/edit if [create billing statement] is checked then it runs. action 1: create billing record action 2:...
ebar's user avatar
  • 447
2 votes
1 answer
2k views

Tooling API: Fetch sObject details of Process builder

I know we can fetch Active Version and latest version details using Tooling API from FlowDefinition, however is there a way we can fetch sObject details? '/services/data/v43.0/tooling/query?q=Select+...
Ajay 's user avatar
  • 1,569
2 votes
0 answers
683 views

Process Builder Immediate Actions & Scheduled Actions on same Criteria?

@DavidReed @sfdcfox I'm trying to see if this is set up correctly. I have Immediate Actions & Scheduled Actions running off of the same Criteria. The problem is, my Immediate Actions are not ...
Mr.Smith's user avatar
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2 votes
0 answers
186 views

How to get process/flow property values when in Salesforce Process Builder

Is it possible to get any of the values for these Process/Flow properties: Flow Version Current Flow Version Flow Interview Guid Interview Id Flow Name (i.e. 00002463) From within Process Builder? ...
Robs's user avatar
  • 9,330
2 votes
1 answer
737 views

Process Builder Action Type: Processes Requires SObject Variable

BACKGROUND I have two custom object which have a Master-Detail relationship: Credit Note Credit Note Line I have a Process on Credit Note which needs to invoke a Process on Credit Note Line But ...
Robs's user avatar
  • 9,330
2 votes
0 answers
454 views

How to replace long formula with Process Builder or Workflow?

I am getting this error: Formula(s) that reference this field are no longer valid: Compiled formula is too big to execute (5,329 characters). Maximum size is 5,000 characters (Related field: ...
vlr's user avatar
  • 864
2 votes
0 answers
2k 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 ...
Kevin Lichter's user avatar
2 votes
0 answers
64 views

Unable to activate Process Builder on EmailMessage Obj - unable to obtain exclusive access

I am unable to activate a process builder and get the below error always. This is not a record that I am trying to update , it is a process builder. I checked whether there is any flow pending in ...
Arnold's user avatar
  • 439
2 votes
1 answer
261 views

What will happen if two process builders having same criteria but updating different values

I have a Process Builder with a criteria which will update case owner as "Queue A" , another Process Builder with the same criteria that will update the case owner as "Queue B". Now, if the criteria ...
ram135868's user avatar
2 votes
0 answers
2k views

Formula Field or Process Builder Firing which happens first

I have a scenario when my record is created initially there is a formula field which is a checkbox(false). In the middle of logic i change my record values and so the formula field would become true. ...
Syed Ayesha's user avatar

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