Questions tagged [recordtriggeredflow]

Regarding a type of flows that are fired when a record has a DML operation

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Can Record Trigger Flow throw error message like Validation rule?

There is a Record Triggered flow activated for "Account Territory Product" object to restrict on creation of duplicate records of this object. Can someone please help me in knowin how this ...
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1 vote
1 answer
40 views

Custom metadata types clever trigger possibility

Is there any way to cause a triggering event on custom metadata types? I know there is this idea, which is not implemented. I have a use case where I need a country list stored (can create custom MDT) ...
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-1 votes
0 answers
34 views

Record Trigger flow - when a record is deleted

I have created flow that triggers when an account record is deleted, then it should delete all the related contacts and then cases that are related to that contact and update the related opp with son ...
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0 answers
74 views

Route Work action on the Omni Flow is throwing the error

I am trying to explore the Route Work action on the OmniFlow, the omniflow is triggered from an record triggered flow like below It checks if the agent available using the Check Availability for ...
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50 views

Record-triggered flow not working

I need the clarification for the below work of record triggered flow. The actual requirement is need to add a new checkbox field in a case object and that checkbox field should only checked whenever ...
1 vote
1 answer
48 views

Opportunity Name required on Create even for Before Save Record Triggered Flow

I have a Record Triggered Flow (Fast Update , before Save) Flow is executed when an Opportunity is Created or Updated. The flow auto populates the name of the Opportunity based on a standardized ...
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0 answers
37 views

Getting System.NullPointerException in Flow when calling Apex callout

I'm working on Data Integration Superbadge and stuck while creating 'Post Opprtunity to PMS' flow Requirement: Create a flow on opportunity when Type is 'New Project' and Stage is updated to 'Closed ...
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1 answer
43 views

Trying To Get The Latest Contract Record for Record Triggered Flow

Business Need: We have some custom fields on Account records that need to be populated based on field values of the most current Contract record related to the Account. These are the custom fields on ...
1 vote
1 answer
52 views

how can I assign metadata through a flow? // after save record triggered flow

Hi how are you? I have a problem, I am migrating a process builder to flow in the Case object. The problem arises with a decision in which it enters if the following conditions are met: AND( ISCHANGED(...
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73 views

Record - trigger flow: update a field after one day of the record's creation but not possible to do with a scheduled path

I have to build a flow that runs when a record is created or updated. The context is the following: When the user creates a record in this custom object they have to choose a value from a picklist we ...
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241 views

Scheduled path not running for some records

I've got a pretty simple flow running on the contract object. There's two different scheduled paths set to run 180 days and 30 days before the End Date given on the contract record. The only start ...
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1 answer
74 views

How can I make sure EmailMessage records are saved even if a flow fails?

I have a record-triggered flow that triggers for incoming EmailMessages. It updates fields on the parent Case and tags the owner in a chatter post. (User story: Client replies to an email on a closed ...
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259 views

Is it possible to add a fault path to the last element of a flow?

I'm adding fault paths into my flows, and whenever I try to add one to the last element of a flow (ie, "Update Status to Reopened" below), it always disappears as soon as I save it and ...
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49 views

Cross Object Picklist

I have two objects, Object A and Object B that both have a custom picklist field for Status. Object B has a lookup relationship to Object A. I want to make it so that whenever the status field on ...
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65 views

Moving from a Process Builder to Flow, can't get similar logic to work in the Flow (trying to trigger on prior owner / owner change)

We have an old Process Builder that is triggered when a Case is Saved, Created or Edited, and we are recreating that as a Flow. The Process Builder still runs without errors. In one of the nodes of ...
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122 views

salesforce flow: condition for new record, in after-save

in this tutorial https://youtu.be/_qLfDe4IGSg?t=3593, by the 00:59:53 time, he says: The best way to know if a record is new, is with a filter like "createdDate isChanged == true" Some ...
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1 answer
43 views

What are the best way to automatize the creation of related records when the information is coming from Callouts?

I want to know if there is a way to relate records when the information is coming from Schedulable callouts, I created other classes to create the first and the second list of records but now I need ...
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1 answer
70 views

trigger.new alternative to record triggered flow

I am facing issues with record triggered flow. For triggers, when we update the bulk or collection of records ( update [select id from opportunity limit 5] ), we get them in trigger.new list which I ...
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1 answer
2k views

How do I Bypass Validation Rules for a Record-Triggered Flow?

Background information: I currently have two validation rules that I am trying to bypass in a record-triggered flow. The flow is for the Case Object. Since, record-triggered flows run in system ...
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0 votes
1 answer
188 views

In a Record Triggered Flow if the same record which triggered the flow is updated will the flow run into a recursive flow

Whenever a record triggered flow updates the same record which triggered the flow will the flow keep getting triggered in recursive manner
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-2 votes
1 answer
28 views

Launch standard buttton from record triggered flow [closed]

Is there any way to launch the convert button on a lead when the field lead status is updated to QUALIFIED?
-1 votes
1 answer
103 views

Unable to get triggering records in Before Insert(Fast Field Updates) and loop over them [closed]

I was trying by using "Get Records" elements to get all the records of the object triggering the flow. But as the record is not being inserted yet, I can't filter it via Id. Is there any ...
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0 answers
285 views

Time-based Workflow Schedule Date keeps getting pushed forward 5 minutes

I created a record triggered after update flow that tests if a field has changed in the entry criteria, allowing me to create an async path: When a record is updated, the immediate path executes, ...
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1 answer
112 views

custom auto number field + concatenate account name using flow but get syntax error

UPPER(LEFT(Opportunity.Account.Parent.Name,1})+trim( MID(Opportunity.Account.Parent.Name,FIND(" ",Opportunity.Account.Parent.Name),2))) &'/'& Upper(LEFT(Opportunity.Account.Name ,1)+ ...
0 votes
1 answer
376 views

How can we retrieve E-mail attachments using Flow?

We have a requirement to retrieve Email-to-Case attachments using Flow. We've written an invocable action to use the EmailMessage ID and traverse the ContentDocumentLink, ContentDocument, and ...
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0 answers
436 views

Help with 'Update Records' element after a flow with loop

I'm relatively new to flows and super new to loops. I've watched several flow tutorials and they all seem to follow the pattern of: a record is triggered > loop through related records > assign ...
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1 answer
307 views

Using Collection Filter to then be used in Delete Action (flow)

I'm building a Record Triggered - After Save flow. In the flow I have a GET element that is gathering all AccountTeamMember records with a specific Account Id. (getCurrentAccountTeamMembers) ...
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1 answer
274 views

Record Type ID: value not valid for the entity: PersonAccount

In a BeforeUpsert Flow for Accounts, I want to update the RecordTypeId from a PersonAccount RecordTypeId to a BusinessAccount RecordTypeId, depending on a Picklist Value on the Account Object. ...
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1 vote
1 answer
376 views

Record Triggered Flow trying to create duplicate records

I have a record triggered flow that needs to create related records if they do not already exist. However, once the record is created, if other records in the transaction would have triggered a create ...
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1 answer
27 views

Flow Update issue

I am working on a record triggered flow on the object grant contract.Here grant contract is a child object and the parent is grant. So my requirement is each time some fields are filled in the grant ...
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1 answer
692 views

In Record Triggered Flows, how do I get created records only (not updated records)? [duplicate]

I set up a master record-triggered flow and the trigger is when a record is updated or created. I have two subflows. In one subflow I want to pass updated records, and in the other subflow I want to ...
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309 views

Record triggered asynchronous flow vs Maximum number of methods with the future annotation

I have a scenario related to a potential issue we are facing in an org. An autolaunched flow executes once and loops 51 times through a create record element which creates 1 single record in each ...
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1 vote
1 answer
2k views

Emails from flow not sent to gmail email addresses

I have a record triggered flow after update, which uses a Send Email action to send an email to the email address specified in the Account record. While it works fine when the email address is outlook ...
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1 answer
724 views

Concatenate text and number fields

Hi all I am using a flow to update a record which is a text field(Name__c).In the assignment section in the picture I am assigning a number to a variable varNum.Now I have to concatenate this number ...
0 votes
1 answer
4k views

Count the number of records in a related list using flow

I have two objects Grant contract Modification and Grant contract.Here from Grant Contract Modification I have given a master detail to grant contract and each modifications created is available in ...
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0 answers
336 views

VF email template not showing some case field values when firing through flow

I have a recordtriggered flow on EmailMessage which fires on incoming emails. Whenever the email message is inserted the recordtriggered flow sends an email alert which is using vf template. When I ...
1 vote
2 answers
9k views

How to compare date field is lesser than today in record triggered flow?

I have create record triggered flow in which i need to filter the records based on the below conditions Status is equal to Done and Completion Date is lesser than TODAY. I am not able to obtain this ...
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6 votes
2 answers
1k views

DML Error on new Asynchronous Record-Triggered Flow

We've recently developed a record triggered flow that retrieves data via callout when a certain field is set, using Salesforce's new Asynchronous Record-Triggered Flow. The issue we're having is, that ...
0 votes
1 answer
486 views

After-save Flow not firing PB

We have the following: an record-triggered after-save flow on Opp, which depending on circumstances may do several DMLs, including an update to the triggering opp. a PB op Opp which calls a separate ...
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0 votes
2 answers
2k views

Structural Question - Record Triggered flow and Apex Trigger Together?

This is a general question and i would like an opinion from the experts. I have to do something on Account that is too simple and can be achieved with the use of record-triggered flow. However, we ...
2 votes
1 answer
201 views

Do time-based workflow field updates fire record-triggered Flows?

Based on my tests apparently the answer is an unexpected no, but when a time-based WF executes do record-triggered Flows fire in cascade? For example, when a WF rule on Event executes a time-dependent ...
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3 votes
1 answer
6k views

Is addError() available in a Record-Triggered Flow

I am using a Record-Trigerred Flow to verify an input by the user. If the input is outside of a certain range I need to display an error on the page. I have a decision that verifies the value. However ...
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