Questions tagged [scheduled-flow]
The scheduled-flow tag has no usage guidance.
27
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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 ...
- 7
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35
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Schedule Triggered Flow Error
I've created a schedule triggered flow, which is supposed to send an email to the record's owner and has the following condition:
This is the recipient email list: {!$Record.Owner:User.Email}
I ...
- 21
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48
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How can I get around the "too many SOQL queries" error in my flow?
All,
Not new to flow at all but can't figure out a workaround for this.
I have what I believe to be a simple flow. It queries the OpportunityLineItem object to see if a record has any ...
- 243
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140
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Avoid Hitting the Limits when Updating records with a Scheduled Flow
I have to change the status of some tasks after 30 days. I have already created and tested the flow in my sandbox, the problem I'm having is that in Prod we usually have around 5000 records to expire. ...
- 3
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2
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226
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How to write a Scheduled Flow to count how many Notes are related to an Account record?
I'm trying to write a Scheduled Flow to count how many Notes are related to an Account record.
I have a Scheduled Flow on Account that is configured to walk through all Accounts every day.
The first ...
- 405
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80
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Auto update cases after time x
I asked this before, but this time with a different approach (same goal though)
After 5 days a case (with a specific record type to avoid the dml limit and also only getting the preferred cases) ...
- 45
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55
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How to get rid of 'UNABLE_TO_LOCK_ROW' while deleting multiple Group Members from a Group
I'm working on a scheduled flow which will delete all the Group Members present in a group after which I can add the required Group Members. But when the flow runs in scheduled mode it throws an error ...
- 11
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33
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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 ...
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82
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How do I set up a scheduled flow to email records based on opportunity and contact last activity date?
This feels like it should be very simple, but every time I try to do this it eludes me.
I'm posting screencaps of how it is set up, it's nothing sensitive.
The basics of what we're trying to do is ...
- 23
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177
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CANNOT_UPDATE_CONVERTED_LEAD Apex Error - Update
I've created a scheduled flow that triggers on the following conditions:
Lead has a related account via a Lookup
Lead Has_Activity__c = True
Lead IsConverted = False
When this is scheduled to ...
- 149
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1k
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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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979
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Record-triggered Flow Scheduled Path only works in debug?
so my requirement is this: A case should be automatically updated (status set to open) 5 days after the last modified date from the case (with some conditions). As an extra there should be an auto-...
- 45
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31
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Salesforce Scheduled Flows Github best practices around start date/start time
Basically we are managing our code through github and right now my flow's start date/time are hard coded but this basically causes the problem that if I ever modify the flow it would override whatever ...
- 41
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138
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Consideration for paused flow
I need to develop a program in Salesforce that processes flagged records in a custom object every hour, for this I built a scheduled (once only) flow which calls has a subflow element that contains ...
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458
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Omni Channel Skills-Based Routing: Switch or Replace Skill After Some Time
We are using Omni Channel Skills-Based Routing for Cases.
Each Case comes in with 2 skills: a specific Skill (for a specialist on a Team) and a more-generic Skill (for a generalist on that same Team).
...
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146
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Scheduled Flow on Campaign Object - unable to select Campaigns for Update
I am trying to create a scheduled flow running every morning, checking for Campaigns which have an End Date in the past for which the "isActive" field is still set to true, and update them ...
- 3
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2
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863
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Should we filter records in the start element of scheduled flow or use getrecords?
I am trying out the scheduled Flows.
Should i use the filter option on the start element to filter the records or should i use the getrecords to get my records that i need to work with.
If i do use ...
- 12.2k
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2k
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Schedule flow is not sending out email with OrgWideEmailAddress
I have a schedule flow that is collecting leads info then sending out a confirmation email to them. The only sender type that worked is DefaultWorkflowUser.
Based on this link: https://trailblazer....
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114
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Process builder scheduled action: does it fire if the criteria is changed but the record still meets the criteria?
This question is similar to Timebased workflow rule, does it fire if the date is changed? but slightly different as this is referring to a process builder scheduled action.
In a Process Builder, if I ...
- 3,632
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1k
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How do I stop a Scheduled Flow from sending Email Alerts even after it is de-activated?
I created a scheduled flow that was supposed to fire twice a year and send an email reminder alert to all staff about all their incomplete task for the year. Unfortunately something went wrong and the ...
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471
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Is it possible to create user and assign permission set in same flow?
I am trying to create users and trying to assign permission sets to them using flow.
Since we get MIXED DML error when we try to do both of these tasks in a single transaction, I tried to use the ...
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1k
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Flow for Task Object
I have a Use case where I need to send Email to the user about his Today Tasks to his Email ID at 9 Am everyday so that he doesn't need to open SF
So I preferred using Scheduled trigger flow where I ...
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457
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How can we schedule a field update for every 6 months? [closed]
I have a formula field Score__c and I have a text field ScoreFrom6MonthsAgo__c.
How could I update a field ScoreFrom6MonthsAgo__c every 6 months with a value from Score__c?
Should I use Schedulable ...
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2
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1k
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Could we schedule a flow for every 6 months?
Can I schedule a flow for any other frequency than daily / weekly?
How could I schedule a flow for every 6 months?
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2k
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Troubleshoot UNABLE_TO_LOCK_ROW on Time based flow
I have a time based flow that will be running on a daily basis on all of my opportunity deals. If the customer is "active": StarDate <Today < EndDate.
I have been getting a ton of ...
- 61
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1k
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Scheduled Flow running apex class - callout error > System.CalloutException: You have uncommitted work pending [duplicate]
I am attempting to schedule a flow that runs every night and passes the dates of the previous two days into these variables, then calls the apex class to run. The variables are based on the time when ...
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147
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Unable to package Flow with scheduled path
We are trying to add a Flow to a 2GP Managed Package
the Flow has a scheduled action.
When we run the command:
sfdx force:package:version:create ....
We get an error message:
ERROR running force:...
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