Questions tagged [salesforce-flow]
The salesforce-flow tag has no usage guidance.
20
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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 ...
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3
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5k
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Salesforce flow with multiple scheduled paths with different pre-conditions
I am tasked to migrate an existing Process Builder which has several scheduled actions in it with different conditions/criteria (i.e. scheduled actions on different decision nodes).
How would I ...
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1
answer
789
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I am implementing a flow with multiple scheduled paths, how do I implement this
The flow has multiple nodes and several scheduled paths, the original process looks like this:
and this is how far I have come:
I am wondering how to link the paths without affecting actions that ...
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0
answers
563
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Salesforce Flow - How to use In Operator with Data Table element selected Rows
I am using Flow element Data Table
I have scenario like, two picklist values are added on the screen e.g. Status and Type of Object, and also the comment field.
When the user clicks on next I will ...
1
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1
answer
386
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How do we know in apex whether the context is executed from Flow asynchronous
I have a scenario where I'm inserting a record in future, and there is a flow automation on that object.
The flow has an async path which is invoking an apex action.
How do I know within that that ...
0
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1
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4k
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Flow is going back to first screen after clicking FINISH button on screen component
I have a screen flow that checks for a decision and based on the decision it shows the respective screen. When I select an option, it properly navigates to the next screen. However when I click on ...
0
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1
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55
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Handling Mixed Object Types in Salesforce Invocable Methods within Record-Triggered Flows
I'm currently implementing an invocable method in Salesforce, which is intended to be called from a record-triggered flow. The method should be able to handle various types of objects, such as ...
0
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1
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118
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Lightning Flow - Update record element started hitting Limit Too many query rows: 50001 even with option - Use the case record that triggered the flow
We have an 'after record is created or updated' record triggered flow on Case, I have this flow to update the Case->AccountId with Case->Contact->AccountId.
Attached screenshot of the flow, ...
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1
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146
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Assigning ID of created record in Salesforce Flow without assigning values manually
I am trying to basically Clone a record so I do a simple GET and then Create the record from that GET data.
Still, when trying to access the ID of this newly created Opportunity I get 'True' as the ...
0
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1
answer
1k
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Custom Address (Country/Territory): bad value for restricted picklist field
Use Case
I have a custom address field on a custom object and I want it to be prefilled with the Shipping of an Account that is a Lookup on the custom object. State and Country/Territory Picklists is ...
0
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1
answer
902
views
Flow - Decision Outcome Still Execute When Condition Does Not Met
I'm using Record-Triggered Flow.
First, I use Get Record to fetch Contact. After that, I use Decision with 2 outcomes:
Result from Get Record isNull = false (Contact is found)
Default outcome(Contact ...
0
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1
answer
47
views
Update Records through Record Triggered Flow without Loop
I want to update records of opportunity> stage name > closed lost when a custom field "out of business" on account object is checked. The flow doesn't run! What could be the process? ...
0
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1
answer
733
views
Look up fields not populating with flow
What am I doing wrong? My look up fields aren't populating and debug isn't showing any errors. The org I'm working in is npsp and program management module.
End goal: When user creates record on ...
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0
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212
views
Creating only single record after loop iterates using flow
Is there are any way where we can create only one record after a loop iteration completes in salesforce via a flow?.
Scenario:
On Account object there is a field called Active if that field becomes ...
0
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1
answer
473
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Salesforce Flow - Email Reminders and Pausing [duplicate]
I have searched the internet for days to find a solution, but cannot.
The use case for this flow is for "technical assistance" cases. We currently have a case status field that displays ...
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1
answer
677
views
Flow Error for Recipient ID
I have a flow to create a record for calibrations. It is an email alert/reminder to the user to add details. However I am getting this error message:
Error Occurred: recipientIds must be active to ...
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1
answer
425
views
Unsubscribe link to opt out of email in professional edition
I have a professional edition Salesforce Instance. I was searching for ways to provide an option to contacts and leads to opt out of salesforce emails. I would like to create a link which can be ...
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1
answer
813
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Can we send bell notification and email using flow at the same time
I have a requirement where if any Salesforce user tried to update stage value of an opportunity record not owned by him then I need to send a bell notification as well as a email to that opportunity ...
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2
answers
4k
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Get records created Today in Salesforce Flow's Get Records element
I want to get all the Order records created today in a Salesforce Schedule Triggered Flow .
I have created a formula variable as-
var = DATETIMEVALUE( TEXT(YEAR(TODAY())) + "-" + TEXT(MONTH(...
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1
answer
232
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i want to update the field of opportunity on account [closed]
I have a field called close date on opportunity i want to update last close won opportunity date on account custom field ,i Tried using record trigger flow on Account object but still not getting the ...