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Questions tagged [recordtriggeredflow]

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

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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 ...
Kushal Malu's user avatar
-1 votes
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29 views

How to make Hyperlinks of Emails sent from Salesforce Clickable?

I have a classic email template, which uses {!Project__c.Link}. This passes the link of the record page of which the flow is triggered. However, members from my team are not able to click on the Link (...
SlayerSevak's user avatar
-1 votes
1 answer
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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 ...
SkumarSF's user avatar
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1 answer
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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 ...
EV201013's user avatar
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1 answer
60 views

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 ...
Rachel's user avatar
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1 answer
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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 '...
Puja's user avatar
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1 vote
1 answer
62 views

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 ...
Tharun Kumar A's user avatar
1 vote
1 answer
73 views

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 ...
Borz998's user avatar
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1 answer
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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 ...
kennyc's user avatar
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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 ...
JLadage's user avatar
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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'
Ketan's user avatar
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1 answer
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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 ...
Kamyar's user avatar
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1 answer
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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 ...
Renato Oliveira's user avatar
2 votes
1 answer
151 views

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 ...
user145782's user avatar
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If a "Get Records" element fails to find records, does it count as an interview?

#1 Disclaimer: if anyone have an opinion about this data structure, please let me know. So, after looking at the picture of the Schema Builder, here's the scenario: The Instrumento Contratual (IC) ...
Matheus Boechat Alcântara's user avatar
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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 ...
mohith sai's user avatar
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37 views

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 ...
Sammy's user avatar
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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 ...
Monica's user avatar
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1 answer
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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 ...
Impana 's user avatar
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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 ...
user131546's user avatar
1 vote
1 answer
137 views

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 ...
David de León's user avatar
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253 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 ...
throwbi-wan kenobi's user avatar
1 vote
1 answer
157 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 ...
boop's user avatar
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199 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 ...
KSat97's user avatar
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1 answer
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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 &...
Mike Collette's user avatar
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1 answer
266 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 ...
Jasper's user avatar
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1 answer
697 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 ...
JustinF's user avatar
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1 answer
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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 ...
Dash Foster's user avatar
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1 answer
179 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?...
Mike Guthrie's user avatar
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293 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 ...
Anne Jessup's user avatar
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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 ...
Miguel Diaz's user avatar
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134 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 ...
Jyoti bhosale's user avatar
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56 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 ...
starg4l's user avatar
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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 ...
Pam's user avatar
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182 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 ...
Anne Jessup's user avatar
0 votes
1 answer
332 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 ...
AES's user avatar
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81 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 ...
 Huy's user avatar
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1 answer
2k 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 ...
SFPR's user avatar
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240 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 ...
Emir's user avatar
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127 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 ...
Aruna Anala's user avatar
-1 votes
1 answer
541 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 ...
Steffanie's user avatar
0 votes
1 answer
1k 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 ...
Luke Sharon's user avatar
1 vote
1 answer
1k 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 ...
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1 answer
745 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
Avinash Chourasiya's user avatar
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0 answers
626 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" ...
Gia Tedeman's user avatar
1 vote
1 answer
1k 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....
SEuser's user avatar
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0 answers
253 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 ...
Toby's user avatar
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0 votes
1 answer
289 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 ...
Prashant Kumbhar's user avatar
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83 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 ...
Samantha Catania's user avatar
1 vote
2 answers
2k 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 ...
Parag Devghare's user avatar