Questions tagged [process]

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11
votes
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 ...
4
votes
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 ?
4
votes
1answer
394 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 ...
4
votes
1answer
627 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 ...
3
votes
2answers
83 views

Invalid loop variable error:Process builder to apex call

am calling an apex call from process builder.In process builder am sending an id of invention disclosure object and in the class am getting an error as: Error: Compile Error: Invalid loop variable ...
3
votes
2answers
3k 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 ...
3
votes
1answer
897 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
votes
3answers
1k views

Is there a benefit of using Process Builder vs Triggers

I went through a lot of different articles about Process Builder vs Triggers. Yet I can't say I clearly see the benefit of using Process Builder if you know how to write an apex trigger. What would ...
2
votes
1answer
3k views

ISChanged and IsNew in Process Builder

Been banging my head on getting IsChanged and IsNew to work in Process Builder. I'm looking for the first two statements to be true and then check to ensure "Request for Portal User" is true but only ...
2
votes
1answer
4k views

List multiple items on one condition line in process builder

I want my criteria to run for users that are in quite a lot of roles in Salesforce. Do I have to list each one-by-one? Tried to use commas and semi-colons but it will not work like that (e.g. like ...
2
votes
2answers
181 views

How does the advanced process builder option “Only when specified changes are made” calculate?

Currently doing some additional research for a process builder issue I was having a while ago, so I don't have the specific example here unfortunately. The issue was due to the advanced process ...
2
votes
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/...
2
votes
1answer
174 views

Update Parent Case record with the new case record id created using process builder

Requirement:- In Case record, if a user selects particular value in picklist and clicks on Save>> Create a New Case record. The new case record should be visible to user in the Related List section of ...
2
votes
1answer
1k views

Slack Integration: Is there a way to auto send posts to Slack from professional edition?

Can and How do I send an Outbound Message to Slack? Or an Email Alert to Slack? Or Other Options? Outbound Message preferred, as I assume this would provide more detailed capability. Example ...
2
votes
1answer
171 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 ...
2
votes
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 ...
2
votes
1answer
848 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 ...
2
votes
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
votes
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
vote
1answer
1k views

Process Builder missing equals sign?

In Process Builder, I am writing a formula for a field value. I would like it to look at a newly created attendee record's preferred email field, see if the contents of that field match the email ...
1
vote
2answers
217 views

Query for the existance of a Process (flow)

In some orgs I work in, there is a process setup that automates creating some objects after an object is created. This process does not exist in all orgs. I've written Apex code that imports data ...
1
vote
1answer
2k views

Cannot get a process builder to fire

I have created a process builder, that is supposed to fire when a record is submitted for approval in one object. It is using the criteria of "when file is created or changed" and using a field ...
1
vote
2answers
365 views

How to trigger email after last modified but within business hours

I have Business Hours enabled in my org. I have created a process builder which triggers an email 24 hours after last modified date of a particular case. However I am not being able to understand ...
1
vote
1answer
3k 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 ...
1
vote
1answer
34 views

Process Builder throwing an error for null lookup value

I have written the following formula in my process builder [Lead].Source_Opportunity__c != null && (ISBLANK(TEXT([Lead].Source_Opportunity__r.Source_details__c)) && NOT(ISBLANK(TEXT(...
1
vote
1answer
1k 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 ...
1
vote
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 ...
1
vote
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
vote
1answer
80 views

Generated PDF from Visualforce page cannot be read by Robotic Process Automation

I have a request, the client what to creat Robotic Process Automation that can read and treat a pdf generated from a visualforce. To do that, all the fields should be readable as it is appearing in ...
1
vote
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
vote
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
vote
0answers
371 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
vote
1answer
992 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
vote
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
vote
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>...
1
vote
0answers
639 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
vote
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
votes
3answers
3k views

Approval process submit for approval button does not showing up

Can not see submit for approval button in my approval process? Please let me know how should I add it. Thank you
0
votes
2answers
178 views

How can I stop a user from creating opportunity for a certain account

There are accounts that was tagged as out of scope and need not to be used in an opportunity. But we cannot set this as inactive since we still have remaining transactions.
0
votes
3answers
508 views

Not execute trigger code section if being executed from process builder context

I have a before update trigger on an object which does some validations and throws .addError in certain scenarios. This object has a process builder as well which updates certain fields on object. I ...
0
votes
1answer
552 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
votes
2answers
15k 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 ...
0
votes
1answer
37 views

Count child records of parent (under certain conditions) using process builder

I have an object called Closings that signifies when a purchase is completed. When a purchase is completed the status of the Closing is set to "Exchanged". I want to create a field within ...
0
votes
1answer
45 views

Enable a process to fire without editing it

I'm trying to create a process that will create a task when a specified date field = today(), which doesn't seem to work. Use Case. Opportunity is closed/won. After the agreement is signed and all ...
0
votes
2answers
702 views

Process Builder formula only partially evaluates(Edited version after trying with one of the proposed solutions)

I am working on writing a formula inside process builder "Formula Evaluates to true" and it seems my logic is not working. Suppose I have a following logic: 1 OR 2 OR 3 OR(4 AND 5) Below is my ...
0
votes
2answers
1k views

Can Process Builder get the id of record that triggered the process

I have a process builder which invokes the Apex class. This Apex sends out an email to the Contact. The attachment of the Email is a VF page which gets the list of line items. The issue here is that ...
0
votes
1answer
293 views

Process builder fails running in user context

In my organisation we are Using custom field called Lead_Source__c in lead object In opportunity level we are using standard field called LeadSource Now, i am unable to map it's not showing standard ...
0
votes
1answer
190 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
votes
1answer
23 views

How to trigger a process when an approval process has approved

I need to trigger a process builder when an approval process has approved a record. Instead of explicitly updating a field, is there a standard field update that happens with approval? (For which I ...