Questions tagged [visual-flows]

Commonly referred as visual workflows.

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16 views

How to lookup Employee object to Contact object in Flow Builder?

I'm creating a flow in flow builder, in that I want all the fields in contact object to be looked up in employee object (Like, email, address, phone number, first name, last name,...)
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1answer
19 views

Displaying created case numbers on screen flow?

I have a screen flow used to create cases to the trading department. The flow functions as it should, however on the final screen, I want to give a reference to the case numbers that were created. I'...
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18 views

Lookup component in Flow not returning search results

I am trying to build a flow with a lookup component, Please refer to the below image for the lookup Component details in the screen Here Fee_Allocation__c is the name of the Object which has a field ...
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1answer
46 views

How to pass phone and email to invocable method

I have a visual flow from which I want to pass some person account info to an invocable method. It seems that when I use a phone and email field I can't assign them to my invocable class. Is this ...
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1answer
30 views

How can I send a variable with a type Apex-Defined to subflow? [closed]

How can I send a variable with a type Apex-Defined to subflow ? Or this impossible?
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18 views

Requesting UX recommendations for multiple business objects creation in a flow [closed]

We have a requirement to implement a wizard (Salesforce flow) for creating multiple records of a business object. There are about 7 fields that are needed to be entered differently for these objects ...
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35 views

Run a Autolaunched Flow created with the new (winter '20) schedule option

I have a flow as described in the title, created with this feature. If I click on the 'Run' button i receive the following error: The flow failed to start because the provided values were not valid: ...
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1answer
39 views

Run a Autolaunched Flow with Trigger type Scheduled

I have a flow as described in the title. If I click on the 'Run' button i receive the following error: The flow failed to start because the provided values were not valid: Scheduled Flow could only ...
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21 views

Inconsistent behavior of help text in flow screen

I have created a screen flow and added a screen with two input. One is text input and other is radio button. I have also added text variable {!HelpText} whose value is blank. I have added variable ...
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1answer
22 views

Creating community user with flows

I am creating community user with a flow. I am passing all the required fields, but running the flow results in error. my error is : Error Occurred: This error occurred when the flow tried to create ...
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9 views

Unable to get Flow Formula References In Salesforce

Trying to replicate Condition 1 in by adding new condition but couldn't see any reference after myVariable.Current.CreatedyBy.
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14 views

Is there a way to tell if a record is created from a flow?

We use two ways of creating a record. The manual way where you have to fill in the fields yourself, and through a flow which autofills as much as it can. Im at a point where i have to distinguish ...
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14 views

Passing Email Merge Fields into Salesforce Flow

I have a Lightning Flow that uses a picklist to display certain Email Templates to chose from. Upon selection, the next screen will display the contents of the email alert (Subject, Body). The only ...
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23 views

How to use merge field values in Lightning flow

I am using record choice set to get all related files in a lightning flow. I want to display name of the files in a multi select picklist from where user will select some files. I am trying to get ...
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184 views

Retrieve all selected records from multi select picklist in lightning flow

I am trying to use multi select picklist in a lightning flow. Picklist values are being populated by a record choice set. I want to get the id of all selected picklist values. I came to know the ...
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34 views

How to configure Visual Flow Screen Aura components to use the same instance of Variable?

I have a Visual Flow that consists of several Screen elements together with Lightning Aura components. A general idea of the flow architecture is that there is a Decision element called Router, which ...
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81 views

Community user with customer community License not able to run Screen flow

I have created a screen flow and login flow. Have called the screen flow from the login flow. Login flow is configured to execute on community user login. When the community user logs in, my login ...
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1answer
33 views

Is there a way to fire an e-mail workflow without saving a record first?

I have a business case where 1.) someone takes a phone call 2) creates a case 3) ends call and continues researching before saving the case finally a user could have multiple case tabs open before ...
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18 views

How to mimic record type with out using record types in flows?

I have a legacy object in the system, that is not in need of creating some record types. However, creating record types is not approved for this object. My thought was to use some kind of dynamic/...
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17 views

How to Customize my Lightning Flow Called From Lightning component

When i give an managed package to customers i should give them the flexibility to create a new lightning flow with 'n' number of inputs and 'n' number of outputs and allow them to fill the flow name ...
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1answer
66 views

Generic Error When Using 'Actions & Recommendations' / 'Guided Actions'

Issue I receive the following error when attempting to use an object-specific quick Action via the 'Actions & Recommendations' Lightning Component: Background 'Actions & Recommendations' ...
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1answer
969 views

Is it possible to return a value from a Lightning Component to a flow?

I have a screen flow that calls a Lightning Component (Lead Search). The component allows a user to filter for certain records (opportunities, accounts, and leads). The controller APEX class returns ...
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46 views

SFDC Flow Launched from Custom Button

I have a custom button on the Opportunity object that launches a Visualforce page. The Visualforce page passes the Opportunity ID to the Flow then launches it and sets the finish location. I know my ...
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1answer
35 views

Lightning Flow Issue

Is it possible to create multiple screens in a flow depending on number of records received? Scenario: If in flow by querying we receive 10 records, then can we have 10 different screens for each ...
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1answer
307 views

Showing Contacts of Accounts using lightning flow and lightning component

I am building a lightning flow to display a list of contacts related an account using lightning flow. My issue is that I am using lightning select aura component to show the contact related to the ...
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94 views

Removing duplicate values from a picklist in flows

I'm trying to create a flow that allows the user to log multiple calls for multiple different contacts. The ideal scenario would go like this: User initiates flow from a button on the Account object. ...
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1answer
43 views

Connect Apex Class to a custom Screen

I have created a custom apex class that makes an HTTP POST call using callouts. Right now I have it running on a schedule using an @future method. This is working fine, but I actually want to connect ...
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63 views

Multiselect picklist field values from a Salesforce Flow are not shown in a Survey I share on a community page

I´ve made a Salesforce flow with a screen component to make a survey and share it to external users with a public community page. Some of the fields I use are multiselect picklists. When I run the ...
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1answer
25 views

Double Validation (Re-typing) in Visual Flow

I have been asked to create a validation rule in a visual flow that requires a user to type a value twice. Then the validation rule will compare the two values typed (ignoring case) then if they are ...
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1answer
80 views

Web Component(LWC) in Flow(Screen) Salesforce [closed]

How I can to use Lighting Web Component(LWC) in Flow(Screen) Salesforce
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1answer
117 views

Flow: Collection variable - unable to assign field

I'm missing something with the Flow I'm building...but I'm fairly sure I'm close. Would appreciate any input please. I have a loop running to pull in my related records [working fine] I am storing ...
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10 views

Reporting with Custom Objects on Flow Sessions

We are using Flows to guide users through standard processes and want to be able to report on a user's session through the Flow, what choices were selected, etc. The Flows are hosted on a Community. ...
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0answers
25 views

Flow - Create unique set of records

Scenario: Asset is related to Account (Each Asset has an Account) Log is related to Account (Each Log has a Account) When an Account is updated(a certain field), I want to create a Log record. If ...
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17 views

Processing time of Flow

I have a flow created in Salesforce.It works when a button(generate internship) is clicked on Lead record.So the issue is- When all criteria is met and the generate internship button is clicked, it ...
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1answer
168 views

Visual Flow: Selecting a Record in a Flow Screen

It's been a while since I have dived into Salesforce's Flow product and before the Flow Lightning UI refresh rolled out. I have done this in the Flash based UI so I am puzzled but what I am doing ...
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58 views

Create dynamic picklist in Flow Builder from Text

The requirement goes like this: There is a MultiPicklist Field A on the Account (options -> A;B;C;D;E) and a Single Picklist Field B (options -> A;B;C;D;E) on Case. When the user updates the case, ...
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1answer
40 views

Not able to login to salesforce with deactivated login flow

I deactivated a login flow in Developer edition and now when I log in to salesforce I get the below error and it is not letting me sign in. please confirm if is there any solution to this problem. Is ...
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178 views

Flow - How to retrieve first value of a collection variable?

I have to use an Autolaunched Flow to automate the following task: Retrieve all the certain object's records which meet a certain criteria. If the size of the collection is 1 - assign some field ...
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2answers
534 views

Apex action is not visible in Visual flow in salesforce [duplicate]

I have created an InvocableMethod method, but it is not visible in visual flow to add Apex Action. public class ApprovalProcessService { @InvocableMethod public static List<...
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2answers
1k views

Can we put lightning web components into a Flow?

I understand you can put aura components into a Flow, but I don't see how to target an LWC for Flows. Is there a cleaner way than creating an aura wrapper for the LWC?
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1answer
247 views

How to prevent a login flow from applying under certain circumstances?

My login flow prevents users from logging in to Salesforce for Outlook. This seems to be due to a bug: Gorav has suggested here that it "should be possible to bypass the flow for outlook client". ...
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1answer
136 views

Problem when assigning a record variable to a platform event Message in a flow

I am currently using an organisation with the Summer 19 release update and the API version 46.0 in one of my scratch organisations. I am unable to assign a record variable for stored a Platform Event ...
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67 views

Flow screen needs to be default to top of page

I am using flow screens for form. By default when the screen opens, it defaults to the middle of the page. Is there a way, I can make it default to top of the page. Thanks
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1answer
23 views

What options are available for defining record state (FSM) that will evolve through a process flow?

I'm developing a workflow for converting a lead into a customer with an ongoing service contract. The progress of process is governed by external factors checking out. I would typically use a finite ...
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0answers
117 views

Lightning Runtime Flow URL retURL to any page on salesforce is broken because of CORS

CORS Error: CORS: No 'Access-Control-Allow-Origin' header is present on the requested resource. Access at XMLHttpRequest at 'https://domain-dev-ed--c.na94.visual.force.com' from origin 'https://...
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1answer
23 views

Refresh Lead Status (Path) in APEX

I currently have a flow, which calls an apex class on completion. This class changes my Status/Path of the lead. I want to refresh the path (lighting component), when my flow finishes or when the ...
2
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1answer
935 views

How to pass in a list of Strings to an Apex Action in new Flow Builder?

I have a simple screen flow, which takes in a case Cancel Reason, and if that reason is Other, will get allow a user to specify the other reason via text entry. We have an Apex server method called ...
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0answers
147 views

Navigate to record details of record created during a flow

I'm trying to navigate to record details of record that was created during the flow. I tried adding simple lightning component with lightning:navigation on a last screen but instead of redirection i ...
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1answer
751 views

prepopulate field values while creating a new record using lightning flow

I have created a flow with 3 screens and placed on the opportunity record page using lightning app builder. I need to create case record from a flow. So I want to pre-populate some values for the ...
2
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1answer
1k views

How to call flow in lightning component

I need to run/call a flow in lightning component.i am getting the below error message : Uncaught Error in $A.getCallback() [[object Object]] Callback failed: serviceComponent://ui.interaction.runtime....