Questions tagged [recordtriggeredflow]
Regarding a type of flows that are fired when a record has a DML operation
78
questions
0
votes
0
answers
33
views
New Custom Error element in Record Triggered Flows Does Not Stop Processing and Does Not Show Error Message
[Resubmitted with supporting documentation]
I am utilizing the new (Winter '24) "Custom Error" element that is now available in Record Triggered Flows.
While debugging the flow (changing the ...
-1
votes
0
answers
13
views
Add portal role in public group dynamically
I know we can add user ID in public group dynamically. However, I get an error when I try to assign the UserRole ID to the userOrgroupId Field when the user is inserted. Here the user is the portal ...
1
vote
1
answer
38
views
Flow Bulkification with respect to duplicate Update Records on the same parent record
I'm designing a flow to roll up values to a parent record, and although I've reviewed the documentation here on bulkification, there is a piece that I haven't quite figured out.
The flow will run upon ...
- 13
0
votes
0
answers
47
views
"Unable to access page" error while trying to make user inactive
I have created a flow, where - when the user status goes to "inactive" - the contacts who the user oversees are assigned over to another user, who we will call "John Doe". When I ...
- 11
0
votes
1
answer
40
views
How do I add an event to a specific public calendar using a flow and "New Event" action?
First let me say that I'm new to salesforce so forgive me if I should be doing this another way.
I have a record-triggered flow with the goal to add a sales appointment to a public calendar named &...
0
votes
1
answer
48
views
How to prevent a record triggered flow from executing multiple times
I have a flow where when a field called last touch point date is updated in an opportunity, it then offsets creating a task for the opportunity owner by 7 days to remember to follow up.
I am a ...
- 3
1
vote
1
answer
80
views
Is there a best practice in Flow for using "IS CHANGED" operator vs. "When to Execute Outcome" setting?
Flow decision elements have multiple ways to control when to run a particular path. I frequently have requirements which look like "when this application step is completed, move the Application ...
- 413
0
votes
1
answer
30
views
Issue using multiple ISNULL entry conditions for a record-triggered flow
I am running into issues when setting up an asynchronous flow to trigger based on multiple ISNULL conditions.
For context, there are two separate account look up fields. When one of these fields is ...
0
votes
1
answer
34
views
Will an "update record" node within a flow trigger another record-triggered flow?
Almost entirely covered by the title. Will an Update Records task within a Flow (A) trigger another Record-Triggered Flow (B), given that the update from A was such to meet the entry requirements of B?...
- 103
0
votes
1
answer
69
views
Log a Call versus Task - Salesforce Flow Update
I am working on a flow to update various custom objects in our Org when a certain Call (Log a call) has specific dispositions. I am working in Sandbox so some of our features are not active (such as ...
0
votes
0
answers
108
views
Remove Record from Record Collection Variable in RT Flow
I'm trying to remove a single record from a record collection variable in a record triggered flow with the setup below, but the Remove All operator isn't working as expected.
The use case is for ...
- 61
0
votes
0
answers
53
views
Getting an errror in flow "SELF_REFERENCE_FROM_FLOW"
-We have two flow
In the first flow,
We delete invoices automatically when the opportunity event is deleted manually.
In the second flow,
We delete Opportunity Events automatically when the invoice is ...
0
votes
0
answers
27
views
15 day notification reminder sent out with an additional 3 day reminder sent after to user from due date
I am not sure where to begin with this. But the use case is as follows:
Business would like to setup a 3 day reminder that would be sent out on the third day after a 15 day due date reminder is sent ...
- 7
0
votes
0
answers
31
views
How to write a formula to to say if record types XYZ is new/created with the origin of email or web or phone then send email alert?
Im trying to create a flow that sends an auto response when a new case is created. As my start criteria I decided to use a formula. I an getting errors with my syntax. im trying to say if record types ...
- 1
0
votes
0
answers
77
views
Sending a Flow Action Notification to a Single User
I have been struggling with this for a while and I cannot seem to get it to work. I need to have a flow send a notification that an object has been created to the object owner. I can get most of it to ...
0
votes
1
answer
105
views
Includes formula in record triggered flow not triggering
Ive got a multipicklist field that i want to use in the entry criteria of a record triggered flow and it seems to never trigger the flow. When i choose "All conditions evaluate to true" and ...
- 1
0
votes
0
answers
44
views
Record-Trigger flow run when Delete error
I'm trying to create a record-trigger flow on Asset delete. I tried getting CV value by formula but the related Account record
is not returning correct value.
I also tried get Account record ...
- 1
0
votes
1
answer
943
views
Why my flow is not updating the records
I have a flow which should update the event status to closed after 1 day if the records are not in closed status.
scenario is: event history is related record in event.
when event history record is ...
- 1
0
votes
0
answers
113
views
I have a formula component to assign Regions depending on country input of a lead. However, the formula is too long. Is there a workaround?
The requirement is to automate choosing regions, subregions, and theaters with the country input. We want this for reporting leads based on regions which is not offered by Territory Management feature ...
- 11
0
votes
0
answers
87
views
Salesforce Scheduled Path Flow not allowing to activate
I created a record-triggered flow that fires when the record is created/updated and created a scheduled path with time source as when the record is created/updated showing an error when trying to save ...
-1
votes
1
answer
269
views
Flow to Query Related Contacts and send email
How can I create a record triggered flow that will start when a custom survey object has a negative status.. the flow needs to pull in two contact name fields on the survey object, query those against ...
0
votes
1
answer
523
views
When do before save record triggered flows run compared to before insert apex triggers?
I have come across an interesting situation. I have an apex trigger running before insert and before update on the account object. I am performing some complex logic in this trigger that updates the ...
- 101
0
votes
1
answer
336
views
Prior value issue on record triggered flow depending on when to run the flow
I am trying to create a record triggered flow that checks when the Status picklist field on the case object changes from closed to in progress. When this happens a read-only checkbox field called ...
user130765
0
votes
1
answer
295
views
Find all user with specific role in flow builder
I have lookup field to role object in user object. how can I get all user with roles
0
votes
0
answers
451
views
Flow to Count Number of Tasks on the Lead Record
new to flows and hope you can help. Need a flow to update the "Task Count" number on lead record when a new task is created.
On a Lead object created a custom field "Task Count" ...
0
votes
1
answer
574
views
Includes does not work with multi select picklist in flow formula
I created a record triggered flow and tried to create a formula which can check for a multi select picklist which I can use later in the flow.
The formula is like this -
IF(INCLUDES( {!$Record....
- 1,835
0
votes
0
answers
100
views
Apex Managed Sharing not working to share record with user who has no access
I am getting this error when attempting to create an OpportunityShare record to a user who has No Access to the Opportunity. I have tried both with Apex (without sharing) and Record Triggered flow. My ...
- 11
0
votes
0
answers
45
views
Create a Flow that sums up and updates fields
Flow newbie here! I want to create a triggered flow(create/update) from obj ''QUOTE'' that sums up the total Price and Discounted Total Price from ALL ACTIVE=Y Quotes and populates the Total Price and ...
0
votes
1
answer
136
views
How to get the Lead Record using ConvertedContactId field in after Insert Trigger on Contact?
Scenario: I have a Lead record and it's single child record.
On this child record of Lead I have a look up of Contact and Account also.
Whenever a Lead is converted to Account and Contact, I want to ...
0
votes
0
answers
33
views
Sending Scheduled Text message
I created a flow where I am sending a text message to the sales rep when certain criteria's are met on the custom object. for example
If the task is open for a particular category send a text to ...
- 1
0
votes
0
answers
61
views
Deploying Record IDs in Flow Tests
I have a record triggered flow and wanted to try the new Flow Test feature. I implemented a test and when I downloaded the metadata I noticed that the Record Type ID is hard coded. When I deploy these ...
- 121
1
vote
2
answers
1k
views
Unable to schedule a Record-Triggered Flow using a Formula Date field in Salesforce
I have a Record-Triggered Flow on an Account with a Scheduled Path that uses a Date Formula field as the Time Source. Specifically, the Time Source is set to 'Start Date' with an Offset Number of 1 ...
0
votes
1
answer
23
views
Flow to track qualified contacts on the account page
We have a checkbox field (Qualified__c) on contacts that is checked if the contact is qualified. I want to create a flow to track the number of qualified contacts per account in a field called ...
0
votes
1
answer
90
views
Flow Decision Element does not support recordtypeid?
I am trying to access recordtypeid from Account record in a before context flow.The flow is not entering the insert condition criteria. After debugging i came to know that recordtypeid is causing the ...
- 524
0
votes
1
answer
498
views
How to create Record-Triggered flow with scheduled paths for sending email alert to user if last login is >30 days
Looking to create a flow with 2 scheduled paths to 1) send an email to the user if they have not logged in for over 30 days 2) thereafter to send an email to the Admin if the user's login is over 35 ...
0
votes
1
answer
209
views
Can I use object field values to filter another object in decision element of flow?
Question edited per feedback...
The problem at its core: I need to be able to assign net new accounts to various groups of people based on a large list of billing zip codes. In some cases, I only need ...
0
votes
1
answer
129
views
Flow unable to use decision element properly
i am trying to create a flow for our org ,so as per requirement we have 4 checkboxes to a record and for every checkbox marked or in combination it should send the email to that particular group(...
- 1
-1
votes
1
answer
737
views
Create a flow that updates fields on Account after Approval
I nedd your help please.
I have to create a flow that whenever an object called "anyname" changes it’s approval status to Approved(following an approval process), will update the fields of ...
- 1
-1
votes
1
answer
98
views
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 ...
- 1
1
vote
1
answer
49
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)
...
- 1,835
0
votes
0
answers
754
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 ...
- 130
0
votes
0
answers
278
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 ...
- 11
1
vote
1
answer
423
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 ...
- 845
0
votes
0
answers
77
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 ...
0
votes
1
answer
210
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
346
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(...
- 29
0
votes
0
answers
421
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 ...
- 3
0
votes
0
answers
732
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 ...
0
votes
1
answer
414
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 ...
- 125
0
votes
1
answer
1k
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 ...
- 125