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Questions tagged [visual-flows]

Commonly referred as visual workflows.

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How to Open an Newly Created Record from flow in a subtab

I am invoking the flow on quickaction button.I am inserting an record through the flow and navigating to record detail page by using lwc.Currently the newly created record is opening in new tab.How ...
dileep's user avatar
  • 89
-1 votes
1 answer
31 views

Options to calling Autolaunched flow from apex batch job

I am trying to call autolaunched flow from Apex batch job but getting CPU time limit exceeded as i have few get records inside the loop. Is there any way to create or pass map to Salesforce flow so as ...
Priya's user avatar
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1 answer
400 views

Check if user has a custom permission group assigned in Salesforce Flow

I have a flow on the Salesforce Case object, and I want to assign the case record to a queue based on the following conditions: If the user's assigned permission set group contains 'x' in the name, ...
Satyam 's user avatar
0 votes
1 answer
409 views

" the field is not available to the running user" error when updating from a Transform record collection

I have a simple flow that looks at the VIN number on a customer Trailer record, and looks up info from that VIN via the NHTSA API. Immediately after the HTTP call I have a Transform element that maps ...
Erik B's user avatar
  • 1
0 votes
1 answer
993 views

Callout failed for invocable action

I'm trying to set up a FLOW with an HTTP Callout "GET" request and I'm getting the below exception. Info Error Occurred: Callout failed for invocable action GetProspectLinkedinSearchTest....
Pavan tej's user avatar
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1 answer
340 views

Custom Settings - Unable to access or see custom setting in Flows

I created a Custom Setting with Visibility - Public & Type - List to reference in Flows. But I don't know why I can't find the value. I noticed other Custom Settings with Type - Hierarchy are ...
Pam's user avatar
  • 107
-1 votes
1 answer
300 views

AURA component with implements="lightning:availableForFlowScreens" not showing up on flow screens

I have an aura component that has implements="lightning:availableForFlowScreens", but won't show up in the flow builder, other AURA components show up, but not this new one. Here is my AURA ...
Travis's user avatar
  • 352
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0 answers
217 views

Using flow to create X new records, based on user input X, of a custom object

Here's the use case: User creates a course (custom object) that has X sessions. The goal is to create a screen flow that is launched from the course and asks the user, how many sessions do you want ...
CasinoDataGuy's user avatar
1 vote
1 answer
419 views

How to default the value of a conditionally rendered checkbox in a screen in a flow to false?

I have a flow where there are four checkboxes in a screen but one of them is conditionally rendered. That checkbox has its "Default Value" set to {!$GlobalConstant.False}, but that ...
Keith C's user avatar
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-1 votes
1 answer
39 views

Approach to know the record belongs to specific record types (Apex,Flows,Validation rules)

We have around 50 record types on case. Soon we are going to merge our code with another instance where 20 more record types are present. What will be the best approach to run my apex code, validation ...
Sukruti's user avatar
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1 answer
575 views

FieldSet accessible in Lightning Flows?

I want to create Custom Contact screen with selected fields on Account record. Since record type selection is not available on quick action I was trying to create a lightning flows where I want to ...
SFDCDJ's user avatar
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155 views

How do I use flows to update a custom picklist/text field everytime a topic is added to a contact or lead?

Ideal outcome: When we select an interest tag for a contact or lead record, the flows automations would automatically populate the corresponding interest tags values on a custom field (whether it be a ...
Ninjadark's user avatar
0 votes
1 answer
1k views

Account Currency field in Screen Flow only rendering as text field, how to show picklist options?

I am currently working with a multi-currency Salesforce org and have been trying to add the "Account Currency" field on a Screen Flow. However, the field only renders as a text field and ...
Jack Sparrow's user avatar
0 votes
1 answer
46 views

Facing issue while creating a dependency flow

requirement : if my picklist and subpicklist has values and my flow is dependent on checkboxes to trigger email alerts let say picklist : value1 subPicklist: Value1 checkbox1 : true checkbox2: true ...
rizu's user avatar
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1 answer
480 views

Does Fast Update Flow consume a SOQL when we use the dot-notation to populate fields?

My question is, I have a Record-triggered fast flow on Opportunity. This is essentially a before-insert trigger context logic. Now in my flow, I am using the provided traversal from Opportunity to ...
Apex Srinivas's user avatar
0 votes
2 answers
575 views

LiveChatTranscript get record from flow: Error: sObject type 'LiveChatTranscript' is not supported

I have Autolaunched Flow, I am launching flow from the Einstien chatbot. This issue started since last 5 days. Earlier it was working as expected. And there are no changes in OWD, Profile. OWD is ...
herr's user avatar
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0 answers
990 views

Screen inside Loop in Salesforce Lightning Flow

I'm trying to create a survey form using screen flow and for that I'm fetching the Question records from Question custom object and trying to show Questions as text along with their options as radio ...
kunal's user avatar
  • 75
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0 answers
259 views

Scheduled Trigger flow not worked with Pause element

I need the clarification on creating a flow for the below scenario. I hope this flow needs to create with "Pause" element. That's the reason I tried with Scheduled triggered flow. But am not ...
ajmal khan's user avatar
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0 answers
154 views

Automation regarding Flow Tests

Flow tests are not enforced and neither is coverage. As functionality across the org is migrated to flows, what is the best way to build automation around Flow tests. How do we ensure quality across ...
Strong Like Bull's user avatar
0 votes
1 answer
3k views

Why is the error "Cannot read properties of undefined (reading 'setProperty')" occurring in my LWC FSC when using section components on flow screen?

I'm building a LWC to be used as a flow screen component. In the LWC, I allow the border color of the component to be customised using a custom property. To set the color of the element, I'm using ...
Garywoo's user avatar
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1 vote
1 answer
592 views

Custom Labels Translations not working in Lightning Flows

I am using a flow to send custom notifications to the end user. I invoke a subflow that I created for Custom Notifications from Record Triggered flow and pass Notification Title and Body as a Custom ...
Isha's user avatar
  • 163
1 vote
1 answer
544 views

Is it possible to subscribe to events in a LWC flow screen component?

I have an LWC FSC (flow screen component). I am trying to subscribe to a CDC event, but the subscription never seems to execute. The same LWC when displayed on a lightning record page does subscribe ...
Nick C's user avatar
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0 votes
1 answer
195 views

Decision is not being evaluated in Flow resulting it in passing every time

I am new to flows and have a record triggered flow whereby when a ServiceAppointment Record is updated or created that it sends the record ID to an Apex action. This works just fine. I have to modify ...
Strong Like Bull's user avatar
1 vote
0 answers
405 views

Access Custom Permission on a related User in Flow

Let's say I have a Custom Permission Can_Do_the_Thing, which I've assigned to Users with a Permission Set. Within Flow, I know that I can check if the running user has the Custom Permission using {!$...
nai888's user avatar
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-1 votes
1 answer
596 views

Print Option for Forms using Flows

Is there any option available in salesforce flows to print the End customer UI? For example, I have developed a Form (like FirstName, LastName etc.) using flows. I need to provide an option to print ...
Rv1's user avatar
  • 754
2 votes
2 answers
2k views

How to set the requestBody parameter as an input variable for a flow tied to external services?

I am exploring options of moving from code based apex to 'flows' using 'external services'. The service basically takes 3 parameters: SSN, account number and VIN (optional) and gives back a boolean ...
Anil Shivaraj's user avatar
-1 votes
2 answers
66 views

Autopopulation of Related fields

I have a requirement where I need to autopopulate a few fields when a user clicks the button and creates a record from a lightning page. The button will be on service contract and when a user clicks ...
user107526's user avatar
1 vote
1 answer
746 views

Flow onstatuschange not running on FINISH

I have a screen flow that has a sub flow. On the subflow I have an Aura component that has the following line. <lightning:flow aura:id="flowData" onstatuschange="{!c.statusChange}&...
Travis's user avatar
  • 352
1 vote
1 answer
3k views

Screen Flow Variables are not updating when re-visiting the Screen

I have a screen flow with 2 screens, on screen 2 based on the value provided in Screen 1 I am defining a formula variable and using it as a default value in Screen 2 text field, this is working well ...
Rajasekhar's user avatar
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0 votes
1 answer
202 views

Search for "Role name" in automation

How do I use Workbench (or another tool) to query for Role Name. I have to update role names and I am trying to determine if any role names are hardcoded in any existing flows, process builder, ...
Nina Jackson's user avatar
0 votes
2 answers
916 views

FSL Mobile Flow How to Get Content Document ID

Im trying to get Content Document ID in FSL Mobile flow. But there is limitation about this, like the documentation says below. When uploading images in flows, the content document IDs parameter isn’t ...
Fikri Hailal's user avatar
0 votes
0 answers
110 views

subflow is not getting the value from flow

When Flow 1 invokes apex action(AddString.mainMethod), The concatenated string 'finalString' is showing the results in Flow 1 from both the methods stringSet1 & stringSet2. Assigned the same value(...
indrasen neelam's user avatar
1 vote
1 answer
2k views

Issue with Loop and display of list Using Salesforce flow

I have the below salesforce flow: What the flow is trying to do: On the first screen get the Account name and account number If Acc number = 1 then assign acc values to a record variable ...
SfdcBat's user avatar
  • 4,811
7 votes
2 answers
4k views

Flow "Refresh inputs to incorporate changes elsewhere in the flow" problem going back to the first element

I have several LWCs linked in a flow where each flow element is configured like this to share the current state of a Contact record: i.e.: "Manually assign variables" is checked "...
Keith C's user avatar
  • 136k
6 votes
4 answers
2k views

LWR and flows - they don't go together right?

Just looking at this Experience Cloud documentation for the first time LWR - Differences in Behavior and it looks appealing where you want to build all of the UI yourself to have fine grained control, ...
Keith C's user avatar
  • 136k
1 vote
3 answers
2k views

How to trigger time dependent actions on Flows within an "if else if" logic?

I have had searching the way to build with flows an user requirement that was built with the process builder but I have not been able to migrate it. I notice that the difference between scheduled ...
FarKorE's user avatar
  • 25
3 votes
1 answer
4k views

Time-to-Text conversion in Flows

I use the "Get Records" element to retrieve an object and select "Choose fields and let Salesforce do the rest" to save a field of type Time on this record. (I've tried "...
Felix van Hove's user avatar
0 votes
1 answer
2k views

Record Triggered flow not updating the related Opportunity field correctly

Here is the scenario: I have a record triggered flow on Opportunity Product (OpportunityLineItem) object insert & update. When OPL(OpportunityLineitem) is inserted or updated of a particular ...
SFDC IN's user avatar
  • 131
1 vote
2 answers
13k views

get ID of Create Records element in Flow?

I have a Create Records element in flow. I need the ID of the record created in this element, but I can't see anything like 'Store Id'. Is it possible?
CPS's user avatar
  • 345
0 votes
1 answer
1k views

SalesForce Action Button Not Passing Variables?

I've created a flow to clone Quote and related Quote Line Items (using this as a loose guide). I'm working in a sandbox environment. When I run 'Debug' in the Flow builder, the flow executes as ...
Alexis Frisch's user avatar
0 votes
1 answer
755 views

Trigger an Auto launch flow when a record is deleted

I want to trigger an auto launch flow when any record is deleted. It works fine when a record is edited and created which is invoked from the process builder. My auto launch contains a pause element ...
Sarabjeet Singh's user avatar
0 votes
1 answer
421 views

How to send an alert to the contact when preventing a case to reopen?

I have a scenario, where closed cases (opened by customers through email reply) can not re-open after 2 weeks. I am managing everything via Flows (before create/update). Is it possible to send an ...
Saariko's user avatar
  • 5,610
1 vote
1 answer
34 views

Salesforce Community & Flows [closed]

I recently joined a Salesforce community development project. The site is completely developed using Salesforce flows. If I go to Community builder, there is just 1 flow component. Flows are quite ...
arehman's user avatar
  • 185
1 vote
1 answer
645 views

Avoid bulkification in flow

I update/create (upsert via sf-dataloader) each day the data of our contracts. These contracts (customobject EZR) contain the lastname, surname, birthdate etc... I create an ID with this data (sample ...
Rag21's user avatar
  • 105
1 vote
0 answers
790 views

Background: Screen Flow Revisited Screen Values

Background: Screen Flow Revisited Screen Values Screen 1: Inputs (Look up field) Get Records→ Assign Variables→ Screen 2: Displays default values from the assigned variables I select "Previous&...
J B's user avatar
  • 33
1 vote
3 answers
19k views

Split the values by a comma and pass it to a collection variable

I have a screen element where I input the opportunity Ids split by comma. I am wondering if there is a way to split the values by comma and add it to a collection variable so that I can loop through ...
Krishnamurthy's user avatar
3 votes
0 answers
741 views

Scheduled Flow Not Running for All Records

I am hoping someone can help me with Schedule-Triggered Flows (STF). I have created a STF that gets all leads matching a specific criteria. The flow then checks the record type of the lead. If (Record ...
Kev Cadger's user avatar
0 votes
1 answer
2k views

Picklist Choice Set - Fields does not appear for New Object

I created a new Object and new fields. I am building a Screen flow. I am trying to create a Picklist Choice Set type resource. https://help.salesforce.com/articleView?id=sf....
SfdcBat's user avatar
  • 4,811
3 votes
0 answers
729 views

Why Apexaction flow setoutput variable not showing from apex class

I Want to set output values in flow from apex action. Below mentioned im getting oppId as input values from apex class. public class flowinputs{ @invocableVariable public String oppId; ...
Afrose ahamed's user avatar
0 votes
1 answer
3k views

Selected Picklist value not getting assigned to Variable in Flow

I have a picklist field in flow, but on selecting any value in the picklist, it’s not assigning value to a variable. How can I get the selected value in a variable? Picklist in Flow: Debug Value in ...
sfdc's user avatar
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