Questions tagged [recordtriggeredflow]
Regarding a type of flows that are fired when a record has a DML operation
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Scheduled Paths on Record-Trigger Flow -- Appears to be only one per object per flow
I'm working on a record-trigger flow with a Scheduled Path. I've observed something and want to confirm it's expected behavior.
I update a record, I see an entry Setup->Time-Based Workflow.
I ...
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Opportunity Stage Change Flow Closing Opportunities Prematurely
Purpose of the Flow:
The flow is designed to automatically close certain opportunities when a new opportunity is created. Specifically, it should close any open opportunity titled "Undecided"...
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Need help regarding record trigger flow
I am trying to update the status of lead record based on the status of campaign member record using a record trigger flow, it should work for multiple records.
can you tell me if it is required to ...
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Record-Triggered Flow - Scheduled Path Didn't Work
I've set up a Record-Triggered Flow on the Case object that utilizes a Scheduled Path to update the status after a specified date/time field has passed.
This flow works perfectly in the Sandbox (...
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Can I create Record-triggered flow for SObject?
Pretty much as title says: Can we create a flow for SObject? making it universal...
I can give an example of use-case:
Update Contact's salutation based on gender;
Update Lead's salutation based on ...
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How to prevent multiple related records creation from a flow with a bulk insert?
I have a flow, that creates a related record to the record I'm creating. So, when I add a new Product to the Oppty, I create a record of the custom object ProductPool__c. The Product and the Product ...
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Related records get updated one delete later in Record Triggered flow for delete action
I have made a record triggered flow for delete context. I am fetching a procedure record. Procedure is the detail and Account Performance is the master. Whenever I delete a procedure record, I fetch ...
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Cannot make Record-Triggered Flow work as expected
I am trying to implement a workaround that is described in this SE answer and got an issue that I still cannot find out.
Context: I have a Boolean field name "Case Status Change" in the Case ...
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is there a way to Bulk Convert Lead?
I think the possible solution for this would be a LWC Component to bulk convert leads into contacts linked to one account and optionally opportunity.
is this possible by flow or apex?
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Flow entry condition: formula field is changed
I have a record-triggered flow, with a entry condition of "formulaField IS CHANGED = true"
But i'm not sure how well this will run, as my architect believes it will not work as inteded, as a ...
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How to create a flow that checks the overlaping dates on records?
I have a custom object "Object1" with validation dates ValidStartDate and ValidEndDate.
Is it possible with a Flow to create a validation that would prevent a new record of Object1 to be ...
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Salesforce Record Trigger Flow - Create test cases using 'View Tests'
We have a requirement to change the contact owner if it is created by a specific set of roles.
The Contact Owner should be changed to the Account Owner. I created the record trigger flow which is ...
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Asynchronous Path Limits
few Questions
How many async flows can be triggered in a single transaction? it doesn't seem to be using future/queueable limits or any other limit as far as I can see?
When pulling limits I can see ...
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66
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Bulkification not working for Before Delete Record Triggered Flow
Issue:
The flow works for single record delete scenario, but not in the bulk record delete scenario.
It is written with assumption that Flows Bulkification is taken care by salesforce in these ...
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66
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How to send Email from flow daily basis using schdule path if Task due date greater than today and status until Completed? [closed]
I have requirement send email remainder if Task due date Overdue then need to send email daily until Task status =Completed using schedule path. I have implemented schedule path offset Number =1 and ...
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Create Task based on Opportunity Field Update
We're looking for a way to automate follow up tasks for sales as a part of their productivity goals. I created a new field called "Follow Up Date" on the oppty. When this field is populated ...
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Wait in record triggered flow
I have a requirement where we need to send an order confirmation email to related contacts when the order status is confirmed and two other fields from Product Object satisfies certain value. Need to ...
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formula Resource on record Trigger flow in not fetching an any value
I have created record Triggered flow but the formula resource is not fetching any value.
I have created one formula for 'StartDate' (which is date field on warranty object and I have another field '...
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Error While Updating an Custom Address Field using flows
Whenever the Opportunity record is created, the custom address field should be updated with the account billing address, but while being created, I'm getting the error:
"This error occurred when ...
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Gack error when formula in entry condition of a record-triggered flow references null value of a custom picklist field
We are creating a new API v59.0 record-triggered flow (create or update) on account object (for person account records in specific) which has a custom restricted picklist field. We are referencing the ...
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How to prevent SOQL Query Limits in Scheduled Trigger Flows?
We are using a Scheduled Trigger Flow to update and insert some records every night. We were under the impression that the Flow would be uniquely invoked for every record that matches the condition ...
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Scheduled Path Not Running
I have a fairly simple record triggered flow that runs when the specified object is created or updated. It has 2 paths, one immediate and one scheduled. The immediate path works perfectly, however the ...
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Salesforce Flow Quick assign record is Created
Can we check the field value of the parent record field in formula evaluates to true on insert of a record in flow fast field update. Like record.parent.somefield =='abc'
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duplicate value found: <unknown> duplicates value on record with id: <unknown> when deploying flow with custom error
When I attempt to deploy a record-triggered flow with a custom error message element to a UAT sandbox, the validation phase fails with the vague error: "duplicate value found: duplicates value ...
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Are scheduled flows removed from schedule if the underlying record condition changes?
If you have a record-triggered flow that runs on a date/time field on a record, and the logic is something like "if the status picklist changes to X, run this path 5 days later", will the ...
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Send Slack Notifications with a flow in Salesforce doesn't Work
We're currently facing an issue while trying to set up a flow in Salesforce to send messages to Slack when specific fields are updated in an opportunity.
Here's what we've done so far:
Connected ...
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23
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Unable to Use Managed flow in the different Org
I have created a record-triggered flow to update the status fields depending on the date field updated, I made it a Managed flow to use on the different org(this has a namespace) so when it is ...
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Autolaunched (record-created trigger) flow doesn't trigger when record is created by a screen flow embedded in an Experience Builder site
We use Autolaunched Flows that trigger on record creation in our org to send email notifications to users (specifically Public Groups of users). One such Autolaunched Flow is not triggering when a ...
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How do I use "get records" to get the account owner of an asset?
I am creating a flow to send a task to the account owner if the asset's status hasn't been changed to "live" after 30 days. I cannot figure out how to use the "Get records" element ...
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100
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How to update first response date field(custom object) on case object
Hi am new to salesforce and I have a task
I have to capture the first email date sent from case - meaning the date from chatter feed and populate it to a field.
Should I use a flow or trigger for this ...
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Sending data To external services using Record-Triggerd
I have a Record Trigger Flow in Salesforce responsible for sending data to external services. The key requirement is for this flow to trigger only once, specifically when there's a change in the Tag ...
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How Salesforce executes a flow on a record triggered plus subflow vs only record triggered
I was wondering if someone here could help me have a bit more clarity over a behavior I'm seeing when executing flows in SF.
I need to call a subflow from a record-triggered flow to execute some ...
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413
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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 ...
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259
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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 ...
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266
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"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 ...
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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 &...
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443
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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 ...
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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 ...
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95
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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 ...
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382
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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?...
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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 ...
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1k
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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 ...
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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 ...
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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 ...
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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 ...
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296
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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 ...
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373
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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 ...
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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 ...
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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 ...
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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 ...
