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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SF - Create Flow based on 'If Quote Line Items Name Contains'
I am trying to create a flow based on the following:
When a Quote status changes to 'Accepted'
Check all Quote Line Item Product Names
If any Quote Line Item Product Names contain a certain string
...
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The formula expression is invalid: Syntax error. Missing ')' formula error in process builder
i AM CREATING A PROCESS BUILDER WITH CONDITIONS AS FOLLOWS
Residential / Commercial: Sales //THESE ARE ME RECORD TYPES
Contact Type: Investor, End User or Buyer //MULTIPICKLIST
Stage: Past Client //...
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How many jobs are running by the user
Want to freeze one user account, before want to know how many jobs(process builder, workflow, batch job everything) are running by the user?
Any type of suggestion or SOQL statement will be helpful.
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691
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Can't Access Quote Line Items through Quote Object in Process Builder
When I go to create a new process in Process Builder on the Quote Object, why are Quote Line Items not an option under field selection? See image below - The 'Line Items' that shows is just a count ...
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Get the last created Opportunity Record with Flow or Process Builder
I will like to get the last Opportunity that was created. I created two custom fields on Opportunity Object: Checkbox Field = "My Last Opportunity" and Text Field = "Last Opp ID". ...
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383
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How to set up a custom Quota's object? (multiple quotas)
I'm looking for some folks to help me brainstorm how to set up a custom object(s) to allow managers to input quotas for sales people. I can't use the OOTB forecast/quota functionality because it only ...
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99
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How to prevent redirecting to another page while assigning a flow to custom button
I had created a flow for automating my things. I created a custom button and assigned a flow to it. When I try to press the button it takes me to another page. Can someone tell how can i prevent it ...
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752
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Update child record when parent record is created - possible w/ process builder? [closed]
I could not find any info online on whether or not is possible to update a parent record when a child record is created in a lookup relationship in process builder or if it would have to be a trigger. ...
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800
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Are Platform Events supported for Customer Community users?
I've got a very simple Platform event published by Apex code, and a subscribed Process Builder receiving it.
Transcript_Request__e patEvt = new Transcript_Request__e();
patEvt.Enrollment_Id__c = '...
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456
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The callout was unsuccessful because of pending uncommitted changes when running open API Action Flow from Process Builder [closed]
I have an Auto Launched Flow that passes contact details through an Open Api action. This Flow works when using the Debug. BUT when coupled with a Process builder that triggers on Contact where status ...
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Auto populate primary contact from related tab items in Opportunity to another object field [closed]
I have created a process builder to auto populate fields from opportunity to another object as soon the opportunity is a win. So a record is created as soon its a win and fills out required fields ...
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Process Builder Formula Help
In process builder, I created the formula below to transfer contact information onto the opportunity during opportunity creation from a contact. If anyone can help me determine why the bold section ...
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group membership operation already in progress
When a user is created , a process builder is fired and it assign different roles and permissions to the users.
The first decision is to assign the support ticket user . Next decision node is to ...
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40
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Check if the record is unlocked in process builder or apex class? [duplicate]
I have a process builder with three decision nodes.
When a user is created , the process builder is fired and it assign different roles and permissions to the users.
The first decision is to assign ...
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How to change record type based on a criteria with Flow in Salesforce? [closed]
I used 'get Records' element to get record type id and then try to assign it to a record upon some criteria when contact created. I got the error as shown in bellow screenshot. can anyone highlight ...
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445
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Multiple emails are being sent via scheduled email actions from Process builder
Per our requirement, we need to send an email alert 7 days prior to a date field on the Case object. In the criteria we have built a formula to check the record type and if that date is being changed (...
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Launch JavaScript script from auto Process
The requirement is to build PDF in an automate process on records.
My solution is to build kind of API on Heroku that will render PDF using a external Framework.
I am wondering if there is any way I ...
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838
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How to add Case Owner to Case Team with Process builder and Flow?
I am looking some help and steps How to add Case Owner to Case Team with Process builder and Flow? I have created a flow with steps:
Create a flow (auto-launched) and add three text variables:
...
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121
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What happens with Process Builder runtime errors?
When happens when a process with multiple steps encounters a runtime error? Does it stop processing at its current step or does it stop processing the current step and move to the next?
Salesforce ...
- 3,366
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75
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Calculate Integers as Time format
I am developing a flow (process builder) to perform integer calculations, but in the Time format.
Due to a limitation in BMC Helix Remedyforce, I was unable to use a Time field in CMDB and therefore ...
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406
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Check Box field is not updating to properly in opportunity through processbuilder to bypass the validation Rule During Conversion
I have created process Builder to update the checkbox field to false after 1minute of lead conversion but it is not working properly in production and working properly in the sandbox the formula ...
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370
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Profile does not have access to: processbuilderaction
Unit test is failing with the error "Profile does not have access to: processbuilderaction".
Context:
Unit test case, runs as user profile and creates a record on custom object.
There is a ...
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858
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Does the PRIORVALUE function work with lookup field? Has something about PRIORVALUE changed recently?
Here's a snippet from a process builder formula that was working in production (or at least not giving syntax errors when saved) until recently.
'(PRIORVALUE([Contact].npsp__Primary_Affiliation__r....
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433
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Notifications from process builder fire when Owner field is updated manually, but not when Owner is updated via process builder
I have a process builder set up to do the following on a custom object, Referral:
If the custom field "Referred To" changes, update the Owner field to a queue (the queue id is dynamic based ...
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62
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Process Builder fails when adding VF markup in Comment field
I have a Process Builder where if you add a comment on a "Response" ield in the Case-Comment object then it takes that comment and updates the "New Comment" field in the Case ...
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199
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Send Whatsapp notification message to phone field
I am trying to configure a process builder to send a whatsapp message (Digital Engagement) once the conditions are met. Although the process is executed correctly and the MessagingEndUser is created ...
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60
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Process builder strife - Syntax error. Missing '='
new to process builder, trying to move from a formula field (which assigns a risk level, based on the values in three other fields) to a picklist, populated by process builder. (This is so I can then ...
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331
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Process builder cannot evaluate formula field
I have the following formula field 'Payment Status' that checks if an invoice is paid or not:
I have a process builder that checks if the value of the payment status is 'Unpaid', it schedules some ...
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73
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Locate the code/process creating entries
We use a Salesforce application created by a third party, which we have now taken over the management of.
We have a Process Builder process that creates a set of records in a different object when an ...
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832
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Why aren't I receiving flow error emails in my sandbox?
I have a Process Builder that is failing to complete when a record is created, when I attempt to create the record a failure message is returned "We cant save this record because PB-NAME has ...
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When a Task is created or updated, extract URL from description and copy to a custom field?
An external tool is creating/updating Task objects which contain a URL (the pattern is consistent e.g. https://app.tool.com/xyz).
When that happens, we want to trigger an update to a custom field on ...
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85
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Exclude cases with blank recordtypes in process builder
I am trying to exclude cases with blank record type on the process builder that I've built, the process should not trigger a flow for cases with certain recordtypes and for cases with blank record ...
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61
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How do I get a scheduled action to fire on legacy records that already meet the decision block criteria?
I have a process that sends scheduled emails (for example 30 days after record creation). The process works fine when I create a new record that meets the criteria. I can see the scheduled action in ...
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2
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2k
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Schedule action in process builder not working
I have a requirement where I need to send an email to contact 1 hour after the created date but for some reason it is not working.
But it works perfectly fine when I try to add it as immediate action....
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1k
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How to set a multiple values type input variables for a Flow in Process Builder
I have a flow with an input variables which set allow multiple values. Please see follow image:
In Process Builder, I want set 'targets' values like ["Prospect","Other"], may I ...
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302
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Chaining Flows / Process builders and governor limits
We have one large process builder on the lead object which is critical for several business processes. The challenge we're facing is that multiple devs modifying the PB in the same sprint is making it ...
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183
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Formula error ( The formula expression is invalid: Syntax error. Missing '=' ) in process builder
I have this error that keeps returning in my process builder. Not sure what I'm missing. I'd appreciate some help. Looked for too long over it and now I just don't know anymore. Please, help!
OR(
...
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542
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Auto-number based on picklist value
I have a country picklist on invoice object, I want to auto generate invoice number for each country following this format:
UK
GB-00001
Germany
DE-00001
Swiss
CH-00001
I want to have each country its ...
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63
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Formula Not Saving in Process Builder
I keep trying to update a formula inside Process Builder from today() to today()+5 and it does not save. Any ideas as to what is happening?
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525
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Flow Logic to Search/Loop Down Tree of Children Accounts
I want to thank anyone in advance for anything they can contribute to this issue I've run into. My goal is to dispatch email's when an Opportunity stage changes. The email's need to dispatch to the ...
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3k
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Attach dynamic files to emails
I want to send auto emails to contacts with the related file. Each contact has its own file. I can't do this with the classic templates. Is there anyway to achieve this?
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Defining flow conditions - get parent object fields
I have a custom object 'Invoice' that has a lookup relationship with the Contact object. I want to create a flow that will have two conditions.
Check if the Invoice status is 'Unpaid'
Check the ...
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254
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PB formula to compare an ID field to a text field?
I have a Relationship Process Builder that populates a Contact text field based on Status=Current and clears the field if someone changes the Status=Former. So far so good. Now how to get the ...
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Recurrence of Task in Opportunity object
Hi everyone I am new to Salesforce
I am facing some issue. When I change stage value in opportunity to Qualification, some task should be created but after some time again I made changes the stage ...
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545
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Using Process Builder to Create a Task
I have no experience with process builder or writing formulas. I have been struggling to create a task that will remind the opportunity owner to contact the account associated with the opportunity, ...
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307
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Is there a way to ignore a required field for records auto created with Process Builder?
Through Process Builder, I am auto creating opportunities.
There is a custom field 'Volume__c' that I want to make required.
However, at the time of auto creating the Opportunity record, I want to ...
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189
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difference of two date time field in days and hours
How can I show the difference of two date time fields in days and hours. I am trying to do this in a formula field or process builder.
Example: 16/10/2021 11:00am - 15/10/2021 10:00am = 1 day 1 hour
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Migrating to salesforce. Importing contact data only. I need accounts created and linked after a contact is created
We're going to use trujay's data2crm tool to migrate our data from Hubspot to Salesforce. Everything works as expected for the data migration.
What isn't working is creating accounts. Since we don't ...
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Getting an Error on a scheduled job, but can't find the error
We have a scheduled job on Contacts that runs once a week. We have a couple processes that are also on Contacts. We are in the process of transitioning Workflow Rules into our Processes. Some there ...
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715
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Email Alert not Sending
I have an email alert I want to send only when a Lead is created by user 'Request for Information Guest User'. The email should be sent to the create Lead's email listed in the 'Email' line - Is ...
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