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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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 ...
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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 (...
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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, ...
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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....
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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 ...
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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.
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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 ...
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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 ...
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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
...
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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 ...
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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 ...
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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 ...
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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
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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 ...
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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/...
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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 ...
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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 ...
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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 ...
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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 ...
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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?
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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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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/...
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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 ...
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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 -- ...
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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 predict ...
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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 ...
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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 ...
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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 ...
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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 ...
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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.
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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 ...
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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 ...
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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, ...
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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 ...
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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 ...
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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 --...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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Is there a better way to debug Salesforce automation (triggers/workflows/process builder) than Developer Console > Perspective Manager?
I have some very simple automation in place for demoing Salesforce "Order of Execution". I have a field on called Version__c which increments by 1 in a trigger and a workflow. This is what happens:
...
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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. ...
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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 "...
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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 ...
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Process builder doesn't fire when approval process "accepted"
I have an approval process which is fired when a record hits certain criteria.
This works correctly, but when the approval process is "approved" or "rejected", my next process builder doesn't fire.
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Process Builder - Add Minutes,Hours to Event End Date
I want to make the Event End Date as NOW()+60 Mins in process builder while creating a new Event record. But It is adding 60 DAYS even though Event End date is date/time field.
How do I add minutes ...
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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 ...
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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 ...
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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 ...
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