Questions tagged [process]

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1answer
461 views

Error Using Flows - Required Field Missing

I am attempting to create an automation that populates opportunity contact roles when contacts are selected by the user creating the opportunity. Upon pushing the flow live, I am getting the ...
4
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1answer
300 views

Process builder not activating in production

I have a process that runs a checkbox loop: that is upon insert it turns off checkbox and then 1 day later it turns it back on so that the process can evaluate everyday. Most importantly, it triggers ...
1
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1answer
530 views

Where to check Email send from Process builder after 10 days of a particular date

I have one process builder which has one scheduled action, which will send one email alert after 10 days of a particular date. I want to check whether this email alert is send or not. Where can I ...
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1answer
53 views

Process Builder Deployment Error

While deploying one process builder from One Sandbox to another sandbox I'm getting below error: name(Action Call) - We can't find an action with the name and action type that you specified. It is ...
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1answer
310 views

Trigger Process Builder when user receives lead, not queue

I have many queues and do not want to reference every one of them by Id in my formula, particularly since I would need to update the formula every time I add a new queue. I have a process builder ...
0
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1answer
183 views

Issue in Creating a process builder as per a Task Due Date

Need your help urgently. I tried several methods but failed. I have to create two fields under the object " Lead". ( for insurance industry) 1.Renewal month (January, February… December etc) 2. To ...
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0answers
26 views

Trigger process through PB after approval.

I have set up a paid time off app with two objects: 1) a staff database that houses the leave allowance and 2) leave request form. Then, I set up an approval process which after approval updates a "...
0
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1answer
173 views

Getting a null pointer exception when trying to assign variable

I keep getting a null pointer exception but I can't understand why. I do have null checks. I know that the field on the Match__c is null, but I can't understand why that would matter, since it's the ...
11
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2answers
2k views

CPU issues caused by process builder and workflows has really gotten bad in last 3 releases

Not getting much activity on the Salesforce Community site with this one so I'll try it here. I've noticed a massive spike in CPU exceeded limits since Summer 15' and Winter 16'. I've personally ...
0
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1answer
23 views

Can we auto populate data from one user lookup of object_1__C to object_2__C user look up

I have an object 1 with user lookup, Right now I am using formula field to populate user to other object. But i have requirement i need to populate from selected user from user lookup to other user ...
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0answers
85 views

What permission required for approval/rejection links

What permission is required for approval/rejection links to display I have the following VFP code <apex:relatedList list="ProcessSteps" > <apex:facet name="header"><b>...
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0answers
267 views

Using IsNull in flows on a formula text field

I read on this forum that we should use IsBlank for text fields, which I assume holds true to formula text fields. I'm not sure however that holds true for flows as I don't see the option for IsBlank. ...
1
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1answer
2k views

Does the “Allow process to evaluate a record multiple times in a single transaction” flag have functional consequences?

In process builder, there is a flag "Recursion - Allow process to evaluate a record multiple times in a single transaction". It's an attribute to the object to which a process/flow applies. The ...
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2answers
1k views

Recall Approval Process From Apex for non-admin profile

I have a business Requirement, where i have to provide an option for some users to recall the approval process. To my understanding I have created a button on Object. On click of this button I'm ...
0
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1answer
24 views

What is the correct way to update a record based on the profile that created it?

What is the correct way to update a record based on the profile that created it? For example if the user belongs to profile X then I want all Contacts they create to be assigned to Account Z. I want ...
0
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2answers
371 views

Campaign Member Process Builder: LeadOrContactOwnerId always null

I am creating a process builder on the Campaign Member object, and as a criteria for an immediate action I need to reference the Owner Id of the associated Lead or Contact. I figured ...
1
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1answer
1k views

Process Builder vs Apex Trigger

I had the following two requirements to implement. Change account type field on account as soon as a first opportunity is added to that account. Change account type field on account as soon as ...
2
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1answer
124 views

Batch Apex Error

Problem We are launching a Batch Apex process containing 430 batches (200 records each batch). We've ran it 4 times, all times it finished successfully without any error, but not all batches were ...
0
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1answer
137 views

How the process is run for old records

I've created one process(deleting chatter post) using process builder. The criteria is created and every time edited. Now the chatter post is deleted for all records. Total 15k records we have in our ...
0
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1answer
2k views

Process Builder: Immediate Actions Criteria for Updating Records not working as expected

In my Org I have Custom_Object_A__c and Custom_Object_B__c. Custom_Object_A__c has a Lookup field to Contact and another Lookup field to Custom_Object_B__c. Custom_Object_B__c also has a Lookup to ...
0
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1answer
4k views

A flow trigger failed to execute with Version ID -

I have one Process builder which calls Flow which call another flow. I came across following two situations on Case - ERROR Message 1: Workflow Action failed to Trigger Flow The record ...
0
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1answer
36 views

Error while selecting a field in Process Builder

I am using process builder for my opportunity record. I wish to add a criteria in process builder to define the criteria for the action group. In set conditions sections I select a field from the ...
1
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0answers
504 views

Process error emails - not receiving them in WInter 16

I am trying to debug my Process (created before Winter 16 was applied) but I am no longer receiving error emails when the Process encounters an email. The log message for this one is useless at all ...
2
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1answer
1k views

Run Processes in Sequence

Situation In order to reduce the number of triggers and custom code processes are very helpful. From my point of view there is no defined order in which processes are executed. Question In which ...
3
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1answer
2k views

Process Builder Flow to send Email Alert at a Specific Time Say 9 AM CET

I have a business requirement to send email alert 7 days after Opportunity Close Date @ 9 AM CET time. But i dont see any option where I can specify time or hours in Process Builder. I see option for ...
0
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2answers
13k views

Process Builder limitations

I tried to update values on account object which is a parent object but I could not find the 'type' field which is a picklist anywhere in immediate actions. Basically I want to change the 'type' field ...
4
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2answers
2k views

How to see which user has created process in process builder?

Some one in our org has created a process, but don't know who has created it. is there any way to look who has created it ?
2
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1answer
2k views

Continuous Integration with Metadata API and flow/processes deployment [duplicate]

Duplicated: Please see Flows/Processes, Version Control and CI Using CI for deploying flows/processes to the same environment results in error if existing version has been already activated: flows/...
3
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1answer
832 views

Process Builder - Adding new processes makes old processes not work

I have been using Process Builder for a few weeks now. Its main purpose for me has been in its ability to update records in my database without having to click "edit" and "save". I have certain ...
2
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1answer
734 views

Modify Class Method To Make It Invocable

I need to invoke my Apex Class whenever certain fields are changed on an Opportunity. I'd rather change the method of the class to make it invocable - if possible - instead of modifying it's Trigger ...