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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55
votes
3answers
5k views

Should we use process builder at all?

Forgive me if this isn’t an appropriate topic for this board but I would like to have an open and honest discussion about Process Builder. We have a multi-tenant org (different business units using ...
29
votes
3answers
5k views

Flows/Processes, Version Control and CI

I've started using Processes and Flows and am really excited about these features -- but am still wrapping my mind about how to manage them in Version Control (which I use) and Continuous Integration (...
26
votes
1answer
736 views

Why am I double charged on DML limits in a process builder?

This question is a follow-up from another question where the accepted answer states that for each Update Records action in a process, following limits are consumed: As you can therefore conclude, ...
24
votes
4answers
24k views

How invocable method and bulk behavior in Process Builder work?

I am trying to understand how invocable method called from Process builder behaves. I have Process Builder process on Account which has apex action. Apex action needs to be executed for record inserts....
23
votes
4answers
18k views

Deployment issues with Process Builder Flows

Deploying Process Builder Flows from one org to a target org only works via the ant migration tool if the existing process builder flows are deleted first using destructive changes. However, if the ...
21
votes
2answers
40k views

How to add time-dependent actions in Lightning Process Builder?

How can I add time-dependant actions in my process flow? I cannot see any function or button to add scheduled actions.
21
votes
3answers
6k views

Process Builder - Breaking Production Deployments?

I have a Process Builder flow set up and I am running some tests around the InvocableMethod Apex code. The tests pass fine in my staging and production environments. Yet, when I try to deploy to ...
19
votes
3answers
21k views

Does Process Builder run with System permissions or User permissions?

Regarding field-level security, does Lightning Process Builder run as system-level permissions or user? That is: Can I trigger an update to a field that the current user cannot edit? Can I filter ...
16
votes
4answers
33k views

What Criteria to use in Process Builder to check for NULL reference?

I have a lookup field on account - for other accounts - Name: Account Parent Tiered OBJ How do I check in Process Builder that it's actually empty? Using the Global Constant NULL or: IS Null true ...
15
votes
5answers
104k views

What is the difference between Process builder and workflow?

I am learning process builder, I am getting confused then what is the difference between process builder and workflow. I mean when to use workflow and when to use process builder? If possible please ...
15
votes
2answers
25k views

Field Not Showing in Process Builder

I wanted to add an "Update Records" action in a process and set a new checkbox field to true which I created just before. However, even after reloading process builder the field is not available in ...
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 ...
12
votes
4answers
46k views

package.xml format to retreive process builder

can anyone please help out with sample package.xml to retrieve process builder from salesforce org? Thanks in advance
12
votes
1answer
27k views

Push Process Builder flow to Production with Change Set

Is it possible to push a process builder flow from Sandbox to Production using change sets? According to Winter15 documentation, process builder is not supported by change sets. If it is still the ...
12
votes
2answers
15k views

Does @InvocationMethod accepts only 1 List<String> datataype parameter for Process Builder APEX call action?

Is there any documentation available related to @InvocationMethod annotation of APEX (Spring 15 feature)? I've been going through the release notes - http://releasenotes.docs.salesforce.com/spring15/...
12
votes
2answers
8k views

Getting an error that a flow “was” activate and cannot be overwritten

I'm using Salesforce Migration Tool (Ant) to deploy flows and processes. If memory serves, so long as the flow in the destination org was not activate (or deactivated) I could overwrite it. If you ...
12
votes
3answers
17k views

The record couldn’t be saved because it failed to trigger a flow - Process Builder

I have one Process Builder which helps me to do certain things on my Opportunity create/update and all. Now, the problem is I have written one Trigger on Opportunity which is expected to run "After ...
11
votes
4answers
14k views

How to pass more than one parameter for Invocable Methods and collect the return value?

@InvocableMethod annotation is not allowing to pass two parameters. I want to invoke a method through process builder which is having : Input type : Date, Date Output type : Integer Is there any way ...
10
votes
3answers
16k views

Problem with Process Builder Invocable Method and Webservice Call out

I am trying to execute a web service call to our backend system when the opportunity is closed/won. I am attempting to do a POST to our endpoint. All the api call is really carrying the account name ...
10
votes
2answers
6k views

accessing the return value of an InvocableMethod in process builder

Good morning. Hopefully this is a simple question, that I've just bone-headedly missed in the documentation. In process builder how can I access the return value of an Apex InvocableMethod?
10
votes
1answer
13k views

Process Builder - triggering on formula field update

I'm looking for a way to trigger a Process Builder 'process' when a formula field updates. In previous years, this wasn't possible, but I SWEAR that it was fixed a few months ago and you had to check ...
10
votes
1answer
3k views

Can't invoke @InvocableMethod via the REST API

I've been trying to use the new Spring '15 functionality related to Invocable Actions / @InvocableMethod / @InvocableVariable using the current documentation: https://www.salesforce.com/us/developer/...
10
votes
5answers
6k views

Process Builder still fires timed actions even when it no longer qualifies

I have a PB flow which is meant to send reminders to change an opportunity's stage after a date has expired. There's multiple emails that go out -- an hour after the date elapses, a day after, etc -- ...
10
votes
1answer
2k views

Order of Execution of WF Rules and Process Builder on the same object

I was reading docs and was surprised by the following sentence: Warning For a given object, use either workflow rules or processes — not a combination of the two. If you use both, you can’t ...
9
votes
1answer
853 views

How does Lightning Component Framework request boxcar'ing affect flows and transactions?

If the lightning component framework batches together multiple update requests, are they all subject to the rules and limits of a single transaction? From Queueing of Server Side Actions: The ...
9
votes
4answers
4k views

Debug Record-Triggered Flow

Love the new Summer '20 release features for flow, excited to use Flows in place of Process Builder. One consideration I wanted to verify with the community. Is there a way or a best practice for ...
8
votes
2answers
3k views

With so many workflow/flow/process builders, how can we keep things in order

I have to admit that I am a fan of triggers. Because, with more and more logic being added in, we can use a decent trigger handler framework to keep things in order and can design that with separation ...
8
votes
1answer
203 views

How to maintain Process Flows in source control?

Salesforce appends a version number to the metadata file name. This prevents us from tracking in source control, since Git tracks files by name. Any good methods of tracking flows in git or other ...
8
votes
2answers
3k views

Is Changed operator in Process Builder

I am checking whether Order OwnerId is changed or not in Process buider.If Changed update related records. But getting below error when Order.Close_Date__c is updated through Workflow field update ...
7
votes
8answers
3k views

Workflow versus Process Builder. How to choose which to use?

Is there ever a reason (aside from Outbound Messages) to use Workflow instead of Process Builder? Specifically a side-by-side comparison of how well each performs for single-condition field updates, ...
7
votes
2answers
1k views

What is security context of Invocable Methods ran by Process Builder

I have a basic class with no sharing keyword as I want it to inherit the permissions from callee. What would the context be? I assume it should run as system (aka without sharing) context, but what I ...
7
votes
1answer
1k views

Birthday Alert Every Year

I would like to achieve this by configuration only, my mainly question is about can this formula condition in criteria fires off every year in PB? Basically I am setting up a PB to evaluate Contact's ...
7
votes
2answers
1k views

Will Lightning Process Builder replace Trigger dispatching logic?

I am not asking if we app developer can finally replace code with point-n-click tools. But I am asking if we will still need Trigger logic that handles modified record and dispatches them to Apex ...
7
votes
1answer
924 views

How to display error message to User when InvocableMethod throws an exception

Background I am using Process Builder to run an Apex InvocableMethod which sends some data to a 3rd party REST API. Sometimes the 3rd party REST API returns a validation error. Question How can ...
7
votes
1answer
2k views

Using a flow, can you post in Chatter on behalf of another user

In our community, we want to post automated welcome messages in Chatter. Does anyone know if it is possible to use a flow and process builder to post to Chatter on behalf of another user, like say a ...
7
votes
1answer
4k views

In Process Builder, can't pass reference to process's object to Apex using InvocableMethod

This is driving me crazy because I JUST did this a month ago. I have a simple apex class that exposes an invocable method so that I can call it from process builder: public with sharing class ...
7
votes
1answer
2k views

Why Process Builder doesn't work on Delete Scenario?

As most of the time we have to think of requirement to accomplished using out-of-Box feature like e.g process builder which we think of an alternative to trigger, but suppose I have to handle scenario ...
7
votes
0answers
105 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. ...
6
votes
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: ...
6
votes
4answers
8k views

Set Picklist field to blank with Process Builder

Is it possible to set a picklist to blank using Process Builder. From what we can tell it just gives you an option of any of the picklist values, but wont let you save the value as blank? Is there ...
6
votes
2answers
2k views

Enable/Disable Process Builder Processes all at once

BACKGROUND I found this really useful tool called Salesforce Config Switch which allows me to easily enable and disable processes on mass in one go. But it's throwing a 500 error at the moment. ...
6
votes
3answers
10k views

Check if lookup field is not null in Process Builder

I'm trying to define some criteria in process builder that checks to see if a user was selected in an Assign to User custom lookup field. However, process builder won't let me select that field for ...
6
votes
2answers
853 views

PB + Queueable System.FinalException: Record is read-only

I've set up a Process (in Process Builder) which calls an invocable method, but cannot figure out why I'm getting this error: System.FinalException: Record is read-only I'm familiar with the ...
6
votes
6answers
1k views

Deploying project via SFDX spawns new Process Builder versions

We just started using VCS for all metadata changes for our orgs. One problem we encountered is, that when we deploy changes to org via sfdx force:source:deploy, sometimes a new inactive Process ...
6
votes
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 ...
6
votes
1answer
1k views

Check Parent Is Available before accessing in Process Builder Formula

Process builder bombs if you try and access a value on a parent relationship record on a record without a value for the parent relationship. For criteria this is easy to avoid by first checking that ...
6
votes
5answers
3k views

simple process builder failing with error “failed to access the value for variable because it hasn't been set or assigned”

Note: This error might look like a familiar error but the resolution mentioned in the salesforce knowledge article is not working in the below case and I am not sure why, hence posting this question....
6
votes
3answers
3k views

Im Not able to add Suppliedmail field of case object in Process Builder rule critera

While I'm using process builder on case object. I'm not able to include suppliedmail (web email) in rule criteria. can anyone help me in this issue? is this salesforce issue? P.S: I have System ...
6
votes
2answers
1k views

How to deactivate a existing active process builder using metadata API?

Background: There is only one version of the process builder exists in sandbox, version number is 1 and it is Active. I retrieved this process builder using the command sfdx force:source:retrieve --...
6
votes
3answers
4k views

Formula result is data type (Object), incompatible with expected data type (Text)

I have a simple process builder on opportunity product (on create&edit) to pull value of related Products Family on to a text field (Product_Family_For_Backend_Use) on opportunity product. The ...

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