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.

549 questions with no upvoted or accepted answers
Filter by
Sorted by
Tagged with
14
votes
1answer
3k views

Bad rightOperand type: got SObjectScriptRow

I just want to know what is SObjectScriptRow! All I can find about it is this question. I'm building an invocable method to be used from a process, where I have one input parameter: a list of an ...
7
votes
0answers
110 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. ...
7
votes
1answer
1k views

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 "...
6
votes
1answer
1k views

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 ...
5
votes
0answers
2k 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 ...
5
votes
2answers
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....
5
votes
0answers
98 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 ...
5
votes
1answer
209 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 ...
5
votes
0answers
895 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. ...
4
votes
0answers
24 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 ...
4
votes
0answers
165 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 ...
4
votes
0answers
301 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 ...
4
votes
0answers
1k 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 ...
4
votes
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 ...
4
votes
1answer
3k 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 ...
3
votes
0answers
786 views

How to write an Apex test for a Process Builder's scheduled actions?

I'm creating test coverage code for an autolaunched flow to push to production. Using the Tooling API in developer console, I can see that I almost have 50% coverage 4/11 elements covered (as seen ...
3
votes
0answers
272 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?
3
votes
0answers
1k views

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 ...
3
votes
0answers
451 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 ...
3
votes
2answers
566 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 ...
3
votes
0answers
104 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 ...
3
votes
1answer
633 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 ...
3
votes
0answers
547 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 ...
3
votes
0answers
505 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(...
3
votes
0answers
229 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, ...
3
votes
0answers
67 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 ...
3
votes
1answer
609 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. @...
3
votes
0answers
50 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 ...
3
votes
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 ...
3
votes
0answers
49 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 ...
3
votes
1answer
131 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 ...
3
votes
0answers
144 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 ...
3
votes
0answers
157 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 ...
3
votes
1answer
367 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 ...
2
votes
0answers
18 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 ...
2
votes
0answers
890 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 ...
2
votes
0answers
23 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 ...
2
votes
0answers
120 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 :: ...
2
votes
0answers
57 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 ...
2
votes
1answer
162 views

Process flow to trigger notification when user first logs in to community?

I'm trying to create a trigger from a process builder flow which creates a push notification when the user first logs in to the community. I start with the User object - when a record is created or ...
2
votes
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 ...
2
votes
0answers
91 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....
2
votes
0answers
81 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 ...
2
votes
0answers
360 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:...
2
votes
1answer
584 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+...
2
votes
0answers
519 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 ...
2
votes
0answers
110 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? ...
2
votes
1answer
549 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 ...
2
votes
0answers
422 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: ...
2
votes
0answers
930 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 ...

1
2 3 4 5
11