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Questions tagged [screen-flow]

Use this tag as a reference to questions that are related to screen flows in Salesforce.

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restrict multi-picklist choices in screen flow

In my Salesforce screen flow design, I'm utilizing a multi-picklist field. I want to limit the selection to only five options out of the 91 choices available in the multi-picklist field. How can I ...
Salsstars's user avatar
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0 answers
23 views

The Data Table (unofficialsf screen component) record name link is not targeting to Sandbox environment

The field Teachable Moment Name is the standard record name. And the url is not taking me to the correct environment. When I am configuring the columns in the Flow builder the url seems correct: ...
Lut's user avatar
  • 287
0 votes
1 answer
20 views

How to pass selected record Ids from related list to flow URL?

I created a custom button in related list in salesforce. Using ids I tried to retrieve the selected records but nothing is retrieving back
Subhasini V M's user avatar
-1 votes
0 answers
18 views

Cancel button not holding value during multiple clicks

We need to add Cancel button on screen flow to navigate to a different screen and select the cancel reason and end the flow but right now when we click cancel and click previous button and again click ...
Bhupinder Walia's user avatar
0 votes
0 answers
57 views

I have to show custom validation message on lightning field of lightning record edit form

I have lightning record edit form with two picklist values. One is Rating and another is Industry. So when user select Rating as Hot then only i am displaying industry field on Ui. So when user ...
Vinayak Karande's user avatar
0 votes
0 answers
34 views

Can you validate a field using apex in a screen flow?

We have a screen flow for escalating cases. We want a validation for if they select a case that already has an active escalation. My thought is to do a SOQL query for escalations on those cases and if ...
J. Larson's user avatar
-1 votes
0 answers
30 views

reactive picklist

does anyone know or have already made a reactive picklist? When you select the value of the field, another value is shown in the other. In this case, show the value of the product chosen from the ...
Edgard Batista's user avatar
1 vote
1 answer
50 views

Validation error for "Send Email" action in a Screen Flow

I can usually troubleshoot and debug this stuff but I'm at my wit's end. I have tried everything. I have stripped the 'Send Email' action down to literally the bare minimum. I've tried multiple text ...
SethH's user avatar
  • 41
1 vote
1 answer
26 views

Can I use "Get Records" and "contains" with multi-picklist values in a flow?

I've designed a screen flow where the end user can select multiple values from a picklist. Consequently, I have created a Picklist choice set to capture this data and utilize the selected values to ...
Salsstars's user avatar
1 vote
1 answer
26 views

Is there a way to word wrap a choice field in a flow?

I have a screen flow on an Experience Cloud site that displays a choice field. On a mobile device, the values are cut off. Is there a way to word wrap the values?
Rita Leverett's user avatar
0 votes
1 answer
39 views

Cannot get emails from screen flow if previewed as guest user in Experience Site

Hey I have started learning the way to use flows in my experience website. So I have created a basic screen flow to get input name and email and added email action to send emails to the entered email ...
Cherry's user avatar
  • 11
1 vote
0 answers
34 views

How can I add functionality to a "Select All" Checkbox for a checkbox group on a Screen Flow?

I would like to checkbox group to have all values selected if the Select All checkbox is checked (and vice versa). Is this possible to make? I have tried making the default value of the checkbox group ...
SlayerSevak's user avatar
0 votes
1 answer
23 views

Unable to open list button from related list in a modal popup

I have a list button that opens a screen flow. However, I am unable to get the flow to open in a modal. It only opens in the same window which isn't a great UI experience since the flow doesn't have ...
user1718612's user avatar
0 votes
1 answer
50 views

How to open Screen Flow from LWC as Modal or Popup in Community

Hello Salesforce Ohana, I am able to access flow from lwc but i am unable to find any documentation for how to open screen flow as modal or popup. I tried adding flow inside Modal but still it is not ...
Sushil Dholani's user avatar
1 vote
1 answer
16 views

Self Referencing Reactive Record Field Not respecting OR Criterion

I have a Screen Flow API 60 embracing full reactivity. I have a requirement where a user can click Save or Finish while filling out a Form. If they leave the Sample Code empty, Finish is permitted (...
Rebekah Oakes's user avatar
0 votes
1 answer
38 views

Einstein Next Best Action not working when logged in as a community user

I have set up Einstein NBA to suggest recommendations when a case closes in Salesforce. I have the Einstein for Service Unlimited user license for NBA and have assigned the necessary permission sets ...
Krishnamurthy's user avatar
0 votes
1 answer
70 views

Summer 24 Flow New Feature - Reactive Collection Choice Sets

Summer 24 Flow New Feature - Reactive Collection Choice Sets I was trying the new flow feature (Update Choices on a Screen in Real Time with Reactive Collection Choice Sets) to make Collection Choice ...
Sudipta Deb's user avatar
  • 1,261
0 votes
0 answers
27 views

Not able to launch screen flow from LWC In Community portal

We have existing screen flow in our org which we call on parent object under object specific action. The flow basically creates Child record in the end. Now my requirement is I want to call that flow ...
SFDCDJ's user avatar
  • 1,864
0 votes
0 answers
49 views

Salesforce: Lookup Field in Screen Flow is not showing records when searching for a record

For the New Quote button created from Aura its showing the results for Primary Contact. Lookup field when a record is searched, but it is not showing records for Primary Contact. in New Quote. Button ...
Lavanya Pushpakar's user avatar
1 vote
0 answers
55 views

How to pass an Apex-Defined Collection Variable from apex action in flow to a screen component (LWC) in Flows?

I have been working a small requirements where I need to display the Count of all Accounts Group by CreatedDate for Calendar Year. I have created an apex action 'FetchAccountData' as below public ...
Abhishake Chandra's user avatar
0 votes
0 answers
48 views

"Generate password and notify user immediately" using Salesforce flow

I am using a screen flow where the new users details are being captured. The requirement is to also show a checkbox named "Generate password and notify user immediately". Once an admin ...
Rivu Indra's user avatar
0 votes
0 answers
38 views

Storing text value entered in screen flow to update record in flow

I have a screen flow setup to capture contract cancellation details. In the screen flow I need to first populate the current text values from the contract record in the text field in the screen flow. ...
jmorris007's user avatar
0 votes
1 answer
49 views

Flow Builder Fetch contacts

Trying to fetch the contacts created before 30 days, for those contacts send an welcome mail Any one can help? T
Mounika Kattakole's user avatar
0 votes
0 answers
43 views

How to put external credentials salesforces api token access

I'm new to Salesforce and my task is to create a flow that makes an HTTP callout to a private API. To access the API, one needs to create an account and obtain a token which is valid for 7 days. I've ...
LigthFire's user avatar
0 votes
0 answers
184 views

Flow: Collection Filter Conditions Always Return Null Value

I'm trying to filter a collection of custom records called SelectedSchools_Select. This collection contains three records and I know it is populating correctly because I can display it in tests and ...
Ryan D's user avatar
  • 1
0 votes
1 answer
43 views

cross object dependency in screen flow

I have two custom picklist fields for account ( status ) and opportunity ( customer-detail ). When creating an opp with a screen flow I want to show different customer-detail values according to the ...
Zeynep Yayla's user avatar
0 votes
1 answer
235 views

How to display a list of attachments that are related with a record?

I am looking for a solution to display a list of attachments that are related with a record without allowing the user to delete the existing files and preventing him from uploading files in this ...
Lut's user avatar
  • 287
0 votes
1 answer
220 views

In ScreenFlow can we use output of a picklist component in a formula?

I am trying to build a reactive flow screen I have added picklist component (Approval_Options) to the screen. Its choices are Approve_with_Change and Approve_with_Nochange I have also added a user ...
user2790625's user avatar
0 votes
0 answers
101 views

Back button keeps re-executing my flow

I'm trying to prevent re-executing a flow when the back button is clicked in the browser after starting a flow via quick action. I've seen this link ScreenFlow when launched from QuickAction, is ...
Mille_B's user avatar
0 votes
0 answers
30 views

Lightning Flow for Guest Users on force.com Site

I am trying to run my Lightning Flow on force.com site for guest users using VF page and Lightning app as described below. However, flow is not rendered and throws an error invalid session. VFpage: &...
Ajay 's user avatar
  • 1,589
0 votes
2 answers
52 views

How to use loop with a Screen Flow

How to solve this? A screen flow that asks for an email address, finds all contacts with that email address, and checks the “Email Opt Out” box on each contact This is my solution, idk whats wrong!
rameesha's user avatar
0 votes
1 answer
83 views

Assigning Flow's collection variable with WrapperList generated from Apexaction and loop over

I'm calling an apex action to an invocable method which needs to return a wrapperList. Below is my invocable method & I'm having trouble accessing the returned wrapperList within my flow so that I ...
Sam's user avatar
  • 21
-1 votes
1 answer
83 views

Screen Flows in mobile offline mode

I have an action button on my record page that launches a screen flow. How can I make it available in the mobile offline mode?
Dedo's user avatar
  • 5,007
-1 votes
1 answer
54 views

Screen flow pre populating custom "new opportunity" screen

In account, when the "new opportunity" button is pushed and the new opportunity pop up form comes up, it has "account name" pre-populated. My understanding is that if I want other ...
MarkL's user avatar
  • 1
1 vote
0 answers
36 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
  • 11
3 votes
1 answer
83 views

Using Protected Custom Setting in Flows in 2GP Managed Package

I created a 2GP managed package that includes a protected hierarchy custom setting (let's say it is called namespaced__Protected_Custom_Setting__c) for some configuration that needs to be hidden from ...
tugce's user avatar
  • 2,675
4 votes
1 answer
182 views

Any workaround for the LWR3008 error (404 status) while accessing a LWC screen flow component in an LWR site?

Support for flows in an LWR site that can contain LWCs was announced in Summer '22. But right now, I can't get that to work, and see a 404 status on the GET of the first LWC embedded in the flow: ...
Keith C's user avatar
  • 136k
0 votes
0 answers
84 views

Screen Flow: File Upload Component: Salesforce Mobile

I have a screen flow that is using a file upload component, that is working from the browser. When I try to test through the standard mobile app, I am not able to upload files to a related object. I'...
Moe's user avatar
  • 11
0 votes
0 answers
79 views

Launch maximized or scrollable Global Quick Action for Screen Flow

I have seen the other answer linked for a potential solution for this issue, but I cannot get it to work. I have a GQA which launches a screen flow - it does this fine. However, the modal not ...
poorpractice's user avatar
0 votes
1 answer
72 views

Apex action in screen flow does not take real time values from the fields on the record page

I have a screen flow on case record page. The flow starts with this screen - On clicking the Next button an apex action will run to check all the fields for null values. If there are fields with null ...
sumchans's user avatar
  • 777
3 votes
1 answer
126 views

LWC @api validate for Flow not accepting async

I am exploring LWC with Flow. Basically I want the Submit button from the flow to trigger a validation on my app, but validation is done through window.postMessage, which the validation process should ...
Rogerio Honorio's user avatar
2 votes
1 answer
503 views

How to make a screen flow available in a public digital experience page?

I've created a new experience from scratch (the LWR Build Your Own template), created a component that implements a screen flow, and added to the home page of the newly created site. The whole thing ...
Renato Oliveira's user avatar
2 votes
1 answer
192 views

Why is my flow not returning the same results live as when I debug it?

I need your help to point me towards what might be wrong with my flow... I have created a screen flow that fetches a contract record's company account and all the contacts in that company who are ...
Sebbie's user avatar
  • 91
0 votes
0 answers
18 views

Create Escalation Process

I have a little question regarding an escalation process I want to put in place : Basically, our customer service team is handling contact from all channels on cases. I set up the case record type &...
Mathis's user avatar
  • 1
0 votes
1 answer
159 views

ScreenFlow when launched from QuickAction, is finished. And when we hit the browser back button the flow is relaunched/Re-executing the flow

The Screen flow is launched from quick actions on the contact record page. The flow is re-executing/ launched every time when the browser back button is clicked or trying to go back. So the conditions/...
Janardhan Kumar's user avatar
2 votes
1 answer
77 views

fflib CRUD check conflicts with Flow System Context

I have built a simple POC flow Flow - specifically creating and updating an account when the flow is running in System Mode Without Sharing - but using the Experience Cloud Guest Site User. When I run ...
BritishBoyinDC's user avatar
-1 votes
1 answer
34 views

dependent picklists reset when you forget to fill in a required field and try to move to the next screen in a Salesforce Screen Flow

I have a situation where requiered dependent picklists reset when I forget to fill in a required field and try to move to the next screen in a Salesforce Screen Flow. Even if "Use values from ...
Omar 's user avatar
1 vote
0 answers
150 views

ContentDocumentId is null when guest user is uploading a file in Salesforce site

So I have a web-to-case scenario. I need to build a customer support form wherein the customer is able to fill out name, email, subject, description and attach files. Once he fills all the fields and ...
Neha Nigam's user avatar
1 vote
1 answer
261 views

How to restrict users accessing the Custom Metadata Type Record?

We are building a application which required a Public Custom Metadata Type. We have a Screen flow which has an LWC Component which calls an Aura Enabled Method of a public with sharing class. In this ...
S1th's user avatar
  • 143
0 votes
1 answer
173 views

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 ...
Simple Code's user avatar

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