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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Sending Alerts to account owner's Manager

I want to send an email to the account owner's manager. I saw another question answered here I created a lookup field on the account that looks at the user's manager. ( It updates through process ...
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62 views

System.AssertException: Assertion Failed: Expected: null, Actual: Sales

I'm only getting this error in production. When I perform the tests in STG it works normally. Does anyone know the reason? Error: System.AssertException: Assertion Failed: Expected: null, Actual: ...
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70 views

Getting Error while flow try to update event field

Can anyone please help me out in solving a process builder error? I have created a Process Builder on the Event object which is updating a description field from a custom field on the event object ...
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1answer
467 views

CPU Limit Exceed Issue

I am literally done everything for this. Actually, I have created a Process builder on the Account which has created a Contact related to that Account whenever we create an Account. When I am ...
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1answer
30 views

Convert Group ID into Name [closed]

Rookie here so please be patient... My goal is to store the last queue a case owned by before being assigned by omni. I'm using a pb process to trigger on the agent work object. Currently I'm ...
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1answer
33 views

Getting the value on formula NOW() in Apex

I have a Process Builder where a field type Double is populated with the following value. NOW() - [Case].CreatedDate When this action is triggered after around 1 min of creating the Case the value of ...
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48 views

Process Builder Apex CPU Limit Exceeded

I have Created a Process Builder and a check box on User level for Integration Users, during the execution of Process builder in First Node I am checking the Integration User check box if it is true ...
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13 views

How can I populate the secondary HH field on Household in Financial Services Cloud

In the Highlights panel on Household there is Primary HH member and Secondary HH Member. Primary populates automatically but Secondary doesn't. I'm in Financial Services Cloud. How do I get it to ...
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1answer
380 views

Fields Missing from Flow, but Available in Process Builder

I'm logged in as a System Admin (who has permissions to everything, from what I can tell). When I create a workflow in the Process Builder, I'm able to access all fields, as intended (in the example ...
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1answer
42 views

Autlolaunched Flow bulkification prevents correct update

I have built a autolaunched flow that is triggered by a process builder related to a custom object. The custom Object is a child object to Account. The use case I am trying to solve is that on the ...
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2answers
1k views

Get record type developer name in Flow instead of RecordTypeID

I am creating a flow on EmailMessage object. I want to retrieve the record type name in the flow instead of RecordTypeID. Is there any way to get the name instead of ID?
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Process Builder - Slack Message Sends Before Previous Actions Finish Executing

I created a flow in Process Builder that adds text to a certain text field, should criteria be met. This works well, and the text field is updating as intended when an Opportunity is created. I set an ...
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30 views

Add Business Hours to date/time field using process builder formula

When a email-to-case is submitted Planned Completion Date field should auto populate to 3 days(or 72 hours) in the future. It should not take into account weekends, so something submitted Friday would ...
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2answers
389 views

Approval process won't trigger record-triggered flow

I want to follow up on my previous question. Because of some version issues with process builder, we wanted to move some apex action invocation to record-triggered flow with scheduled path. The ...
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1answer
2k views

Find Code Coverage of active Flows and Process builder

How we can check the test coverage of active Process Builders and Flows before deploying them in a Change Set?
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1answer
127 views

2 scheduled actions from 2 versions of the same process builder

Ok so here is what I have found out. You have version 1 of process, which on record update schedules some action. update the record such that the action has been scheduled from the 1. version clone ...
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1answer
66 views

Salesforce Process Builder Apex Error: Too Many Future Calls

I've created an SalesForce Process that automates the creation of Asana projects for my org. This works well in small-scale, however when many data updates happen at once, we receive an error; Error ...
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1answer
48 views

Help with invocable apex method for process builder [closed]

Create apex class that can be lunched from Process Builder (for Account). Apex class should make next logic: When new Account is created, create new Task object with Subject “Negotiations with {...
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52 views

ByPass using field in Process Builder does not work

We are using bypass Validation using field quite some time we use it in the Process Builder. It works well until recently we figured out that is no longer work (well maybe it just work by luck for ...
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1answer
90 views

How to effectively create and link Individual record after Contact is created?

As we know, Salesforce is expanding the data model for Consent Management and Individual is one of the key objects here. Do you have any recommended approach on how to create and link Individual to ...
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27 views

Cannot create a task when a lead is converted to a contact using Process Builder?

this is my Process builder that i have created and there was no task created for the converted contact =
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34 views

Update Account object fields based on contact record using process builder

Process builder is not getting triggered when m trying to update an account picklist values based on creation of contact object. Can anyone help me in this?
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1answer
64 views

Adding additional criteria to Process Builder formula

We have a bypass process when certain emails are sent. I would like to add conditions to the process and I can't seem to get it in a syntax the PB likes. AND ($CustomMetadata....
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1answer
64 views

MultiPicklist - INCLUDES with multiple text_literals

I am creating a workflow that will remove a check from a checkbox field if certain values are not included in a multi-select picklist field. This works great when I just need to determine if a single ...
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1answer
24 views

Unable to call Custom Metadata picklist field in Process Builder

I am having an issue trying to write a formula in Process builder that will updated a text field with the picklist data from the custom metadata. IF((CONTAINS([Object_Name_c].Field_Name__r.Name, “...
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23 views

RE: Process builder condition not satisfying in test class

I have written test class where iam inserting the task records and then task status field is updating. Task taskRec1 = new Task(); taskRec1.AES_CNTR__UCID__c = 'abcd'; taskRec1.ARM_Property__c = ...
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1answer
51 views

How create notification after 3 days in ten o'clock? [closed]

I created process builder, but notification after 3 days, but I need afrer 3 days in ten 0'clock!
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13 views

Datetime field value as fomatted text in event's description using process builder

we have process builder, that creates an event. on event we have description field which we want to add some textual detail with datetime field value. see below Example datetime field value : 7/11/...
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1answer
35 views

Process Builder is resetting created date on lead

I set up a process to do 3 things, add the last date/time contacted, check a box saying the lead has been contacted by rep and run this formula FLOOR((NOW()-[Task].CreatedDate )*1440) to log the ...
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1answer
34 views

Process builder: case owner never equal to current user?

My process starts with this condition on a CaseComment: What it should do: start an action only when the logged in user is not equal to the owner of the Case to which the CaseComment belongs. But ...
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2answers
411 views

Hyperlink field leading to Opportunity Record (Flow and Process Builder)

Thank you for responding. I have taken your advice as best as possible. As of now, I am not receiving any errors, but the fields are not populating when I create a new task that fits the criteria ...
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70 views

How to send automated emails to customers using Process Builder

Please how do I send automated emails to customers using Process Builder? I have set up the criteria and action. My problem is the right recipient type to select while setting email alerts. This ...
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1answer
115 views

Process Builder Order of Operations

I have a question on the order of elements being fired within a Process Buidler. Please see attached photo. Scenario: Both elements #1 & #2 are applicable and meet the criteria of the changes made ...
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94 views

Process Builder not firing when Approval Process updates field

I have a process builder that fires when the Opportunity Stage is set to Closed Won by the user. Works great....however, if I have my Approval Process update the Stage to Closed Won, the process ...
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45 views

Use Apex to trigger process builder

I created an object in sfdc to take snapshots of Account financial information each year. I'm using process builder to stamp the account financial info on the custom object record. I know that process ...
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1answer
32 views

Hardcoding of null value in process builder

I am working on a requirement where I have to update amount field 'A' value to zero when I update a checkbox field 'B' using a process builder. Is it a best practice to set the amount field 'A' ...
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46 views

Conditionally send an email alert using Process Builder

I have an exiting Process Builder to run 'When a record is created or edited' There are already 2 nodes on the Process Builder. I want to add a third node as follows - New Opportunity is Created AND ...
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125 views

total times a trigger run in after update event

I know that the general order of execution is trigger > workflow > trigger(if field update) > process. My question is: we have a trigger, workflow(created every time edited) and process ...
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1answer
53 views

Get Child field values in Parent

Below is my Object Schema: Parent: User Child: Contact Grand-Child: Sponsor. Sponsor Holds a field called ProId. These as 16 digit Ids. Now, my requirement is to get all the ProIds from the sponsor ...
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107 views

Flow is not triggered under certain condition, but it should be

I have an object called Lever__c which is a child of Opportunity. We'll consider here the following fields : Opportunity.CloseDate Lever__c.CloseDate__c //copies from opp. Lever__c.ApplicationDay__c /...
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113 views

Custom Notification body not showing in iOS mobile app

I have created a custom notification and enabled it for both iOS and Android as shown below. In my process builder, whenever the stage is changed to closed won, I should get a custom notification in ...
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1answer
67 views

Customize Logic on Process Builder [closed]

I am trying to amend an existing process builder that sends out emails when we reschedule a job. Right now it is set to send when a date and time is updated. We would like this to send when the date ...
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28 views

Update Case record with custom object record ID

I created a new custom object (DR), and am using Process builder to create a new DR record when Case Status = "Pending - Draft". The new DR record is successfully being created, and filling ...
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1answer
162 views

Does governor limits apply for declarative tools like workflow rules, process builder and flow builder [closed]

If I have a trigger for a account object when record is created or updated using process builder how the trigger will work when bulk of records are inserted into the org.
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1answer
329 views

Send Email Alert a day after due date [closed]

I have a requirement where I need to send out email to assigned user if Task is still open and it is after due date. I only managed to do the first part but now I'm a bit lost on the due date part.. ...
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1answer
518 views

Do scheduled paths get evaluated/canceled when Record-triggered flow version changes?

If I have a Record-triggered after-save Flow with Scheduled Paths, will those scheduled items be removed from the schedule if the Flow's version changes with altered entry criteria? This question was ...
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1answer
121 views

data loader import - no value for mandatory fields

I need a little help with a data loader import. I have a .csv with account records and some of the fields need to have a value, they're required. I need to know how can I import the file because there ...
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1answer
250 views

Close Milestone with Process Builder

I am working with Milestones, and have setup a field update that checks a box on the case. I then went to Process builder and had the milestone close when that box is checked. If you manually check ...
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1answer
125 views

How to create invocable variables to be used in process builder (with DocuSign API)

Very new to the Apex developer game here and I'm having trouble figuring out how to create invocable variables that can be called from process builder. The use case here is we are using the docusign ...
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1answer
290 views

Is there a way to compare 2 process builder?

I have 2 version of the same process builder I want to compare. I need to know what changed in one. One was changed in production, and the other was changed in a sandbox. Is there a way to do it?

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