Questions tagged [process]

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votes
1answer
625 views

Process that fails only when fired in bulk. How to bulkify?

I have a process that fires upon creation of a custom object called Eventbrite Order Line Item (OLI). The OLI object has a lookup to contact and a lookup to campaign that are populated upon the ...
2
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0answers
91 views

Process builder scheduled actions- operation rolled back error

I have a simple Process builder with scheduled action which runs after "0 hours after lastmodifieddate". It runs whenever picklist A is changed on Account and updates picklist B on all related child ...
2
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0answers
672 views

How to make visualforce email template fields populate?

I have tested a visualforce email template using the "Send Test and Verify Merge Fields" option of the email editor and the fields populate with information from the referenced record when I do so. ...
1
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0answers
109 views

Validation Rule on Lead Conversion - Best Practice

I have a Validation Rule on the Lead Object, to prevent the users from converting a Lead without filling in certain fields. The Validation works, but I want now to only requests those fields, if the ...
1
vote
1answer
55 views

Access Approval Step comments from trigger

I have a custom object that has approval process on it. When I'm submitting something for approval I provide some comments, and when I'm approving/rejecting, I'm also providing some comments. I wanted ...
1
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1answer
135 views

Do Apex tests (have to) run as part of the deployment when we deploy Processes and autolaunched Flows?

When you have enabled the setting 'deploy processes and flows as active' you need 75% of Processes and Autolaunched flows to have at least some Apex code coverage. The documentation on Running Apex ...
1
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0answers
19 views

Standard way to identify the child records of an Account in an Account Merge Process

This is a problem I am facing in the identification of the Child Records that gets moved into a Surviving account, out of the Standard Account Merge process. Is there a way of identification of suck ...
1
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0answers
370 views

Process Builder not triggered after record creation via API

I have a process builder that is triggered upon record creation of an opportunity. If I manually create the opportunity, the process builder runs fine. When the opportunity is created from an ...
1
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1answer
990 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 ...
1
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0answers
55 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 "...
1
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0answers
86 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
637 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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0answers
512 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 ...
0
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0answers
18 views

“Top Account” , “Basic Support”, “Premium Support”, “Standard Support” ,any one know this terms ? pls help

In trailhead Module they are referring to   “Top Account” ,  “Basic Support”, “Premium Support”,  “Standard Support” terms while creating a node criteria in invokable process. This terms are not ...
0
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1answer
25 views

Invoking a process via Test Class

In an effort to gain more complete code coverage I've been tasked with writing a test class that verifies that a process (defined in process builder) is run when a record is created or updated in a ...
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0answers
11 views

Can we update the status in approval history of any object?

So i created a approval process in which if the approval criteria is not matched it is auto rejected. To that i updates the case status to Approved whenever it gets auto rejected in before update ...
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0answers
22 views

Best Practice to define a list of consequent activities to close a Case

as title said, I'm looking for a best practice or a standard SF solution to manage a Case creating a list of to-do activity in order to close the Case. For example an operator need to make some ...
0
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0answers
53 views

triggering 2 flows in one process builder error?

I'm getting a process builder error, in the process I'm triggering (Or possibly triggering) 2 flows in the same process. I'm assuming this is the error, however trying different solutions (Like ...
0
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0answers
12 views

Process empty values in Process Builder

I want to update five fields in the contact object, coming from "Log a Call" (activity). - These fields always show the latest call. - I want all these five fields to be updated - even if they're ...
0
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1answer
46 views

Want to add Amount field of Opportunity on custom object field

I want to add Amount field of Opportunity on custom object field. Objects- Opportunity, Sector Target. Fields- Amount on both objects Currency(16,2). Criteria - If Opportunity Stage = Closed Won. I ...
0
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0answers
70 views

Set up Trace Flag for Single Process in Process Builder

We have an unruly Lightning Process for our Opportunities. We are trying to troubleshoot the reason it is inconsistently failing. I would like to set a trace flag for the Process but I'm not sure it's ...
0
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1answer
30 views

Reject Reason and Task Assigned

Wondering if you could help me with an issue I'm having. I need to create a picklist value that states what department the rejected agreement will go back to (if it is infact rejected). Once the ...
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0answers
50 views

Convert object into a custom object

we parted our workflow into 4 different objects on salesforce. These are: Lead Opportunity Deal Exit Each of these objects includes different phases and I would like to create a new record in the ...
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0answers
24 views

Date/Time Fields in Processes

I'm told its possible for me to display a date field on a page layout that will then change to a date/time field in my process. Example: User puts in a new starter starting date on the record but not ...
0
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0answers
89 views

Process flows not showing up in environment

I'm trying to push process flows that I created in my dev env and am trying to push it onto my test environment. I updated my package.xml file to retrieve flow metadata and then uploaded it to ...
0
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2answers
1k views

Process Builder - Invalid cross reference ID error with queue assignment

I am getting invalid cross reference ID error when process builder fails to assign the right queue to a case record. This happens only when new queues and process builder gets deployed to a new ...
0
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1answer
149 views

What is wrong with my Date/time Process Builder Formula based on a Date field without weekends

I have a Task Process Builder based on Opportunity Stages. I am trying to create a formula for the date time due field based on a date field (Internal Deadline). I need the formula for the Date Time ...
0
votes
1answer
28 views

Incorrect values passed from Process Builder to Invocable Method

at the moment I'm facing a weird issue with the Process Builder and a @InvocableMethod annotated method. The simplified method looks like this: @InvocableMethod(label='Test Long' description='') ...
0
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0answers
156 views

Process builder instantly executing scheduled action

I have created a scheduled action to send email 1 days after a custom date field and in another process I m setting this date field to today. Both run on create/update records. So if I create ...
0
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1answer
124 views

Process Builder To Notify Teams When Approved Applications Are Less Than A Certain Figure

Is it possible to use Process builder to notify users that Applications are less/more than a certain number by a particular time of that day? Example - Object is "Applications" Id like to notify two ...
0
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0answers
213 views

Process Builder Time Dependent Action

I want to send email to Account Owner if the Account have no activity since last 30 days. How do I do this in Process Builder. This has to be Recurring for all accounts. I have professional edition so ...
0
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0answers
66 views

Delete Status Change CaseFeed notifications on Case record

Whenever the status of the case is changed, a chatter notification is posted on the case record. I need some automation to delete those status change posts by using mechanism. Please suggest the ...
0
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0answers
120 views

Process Builder Formula

I have to get the contact name and here are some requirements, Could Anyone help me how I can use formula for this by process builder ? Here Platform is a pick list ; Role is pick list; Business ...
0
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1answer
107 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 ...
0
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1answer
216 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 ...
0
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1answer
24 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 ...
0
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2answers
2k 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
40 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 ...