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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21
votes
2answers
45k 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.
2
votes
1answer
982 views

Field Not Available for evaluation

I'm evaluating SMS Magic Interact and the goal is to create a Case when an Incoming SMS contains a certain string. Since, we cannot create records with WorkFlow (unless we use a Flow Trigger, which ...
4
votes
2answers
2k views

Flow from process builder errors on data load - Too many soql queries

I have a simple flow that changes the owner on an opportunity to the account owner upon creation. It is called from process builder when the opportunity is created. Three simple steps: 1. Lookup ...
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 ...
2
votes
0answers
942 views

Process Builder criteria using parent object fields doesn't validate

I'm using Process Builder as in SFDC's Spring '15 release, where it's not beta anymore but appears to be the final version they're gonna roll out soon. The Process I'm having an issue with runs on a (...
2
votes
3answers
3k views

Process Builder keeps failing

I am trying to explore this feature.I am doing a simple step : which check if object A is created or edited, it should insert reecords of change into Object B. But i keep getting the below error: ...
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/...
12
votes
3answers
17k 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/...
5
votes
2answers
5k views

Combination of Field values and static text in Process Builder

Lets say whenever the opportunity is Closed Won , a Case needs to be created for the same with a Subject of : Opportunity "Opportunity_name" has been closed won . I have created a process using the ...
1
vote
1answer
364 views

New Process Builder disables Chatter Feed

We implemented a workflow rule with the new process builder and that disabled our chatter feed. If we deactivate the process, the feed turns back on, and if we turn the process back on, the feed ...
29
votes
3answers
6k 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 (...
3
votes
1answer
7k views

How do we Update a Field on the Object using Salesforce Lightning Process Builder?

In a usual normal Workflow Rule, we have Field Update action that could update the field on the Object record which is executing the Workflow Rule. How do we update a single field on the Object ...
5
votes
1answer
3k views

Are processes/headless flows run per record or in bulk?

I just recently got access to the headless flow beta. I've dug through the documentation and searched the Internet but I can't find the answer to my question. When a process kicks off a flow, does it ...
1
vote
1answer
492 views

Why did the Process Builder Dissapear?

I had the new process builder turned on in our org following dreamforce and today when I went to go test something out it was no longer an option. It was previously turned on in both Production and in ...
4
votes
3answers
377 views

How to gain access to SF1 Platform App builder and Process builder?

I've seen the recent videos of Dreamforce about the new Lightning and other SF1 platform products. Can someone guide me to get the access to the Lightning App builder and the Inspection/process ...
1
vote
1answer
1k views

Salesforce Lightning Process Builder

I am testing out the new Process Builder in Salesforce (Pilot). Working on a MacBook Pro I am having problems with the "Define criteria for this Action Group" pane, it is not able to fully display ...

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