Questions tagged [visual-flows]

Commonly referred as visual workflows.

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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
23 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
19 views

Web Component(LWC) in Flow(Screen) Salesforce [on hold]

How I can to use Lighting Web Component(LWC) in Flow(Screen) Salesforce
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1answer
14 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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19 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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13 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
35 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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15 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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11 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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12 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
83 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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1answer
158 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
112 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
45 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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30 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
14 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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66 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
19 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 ...
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1answer
195 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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22 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
269 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 ...
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1answer
181 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....
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17 views

is there a way to check if there is an approval process to aply to a record from a visual flow?

I'm doing a visual flow to validate some information before calling an approval process, in some cases the record does not apply to any approval process and I get an error. Is there a way to know if ...
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1answer
28 views

Workflow Rule not working and unable to auto launch a flow

I created a workflow rule with a field update. Which worked I needed to add another field update to the existing workflow rule that would remove a check mark. The workflow still fires the first field ...
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20 views

Create a location record from an account using lightning flow

We have recently moved to Salesforce Field Service Lightning. Our requirement is to create location records and associate address to the created record from an account. We also want to use the Google ...
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39 views

How to find from where the visual flow is being called

We have a visual flow in our org and can someone please suggest where we can find the calling source of this flow. We have checked all the workflows process builders, apex and custom buttons but we ...
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12 views

Is there a way to give customer community user access to lightning flow other than visualforce page

I have embedded a lightning flow(an intake form) in Lightning community template(Customer Service). But unfortunately, when I login as community user, I cannot see the flow. I was reading somewhere ...
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1answer
243 views

Clone or Reuse Element in Lightning Flow Builder or Visual Workflow

Say if I have an Assignment element that takes in a number variable and then increments it. I'd like to reuse that same element multiple times in different places. Can I do that? At least in Lightning ...
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343 views

How to redirect to a newly created SObject record at the end of a flow?

I have been trying to follow the Salesforce documentation, but running into errors such as "We can't execute this action. Ask your admin to check that the "c:OpportunityFinish" Lightning component's ...
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24 views

User Context on Post to Chatter

I have a client that is the only user on her org. Her profile is System Admin. I need to create a Flow that posts to Chatter. The problem is that her user profile will be the one to run the Flow, so ...
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2answers
63 views

Unable to locate package after deploying it using workbench

I deployed a lightning component zip file using workbench. The workbench says "Succeeded" but in Salesforce when I checked deployment status it shows "Validate: Succeeded" instead of "Deploy:Succeeded"...
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1answer
50 views

How do I install 3rd party lightning component to Salesforce that is in zip file

I am trying to install the 'Rich Text Input' lightning component to use it in my Lightning Flow from the following url: https://sites.google.com/view/flowunofficial/flow-screen-components/rich-text-...
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1answer
72 views

Customizing the flow message on the Mobile

We are calling a Flow from the Mobile App and we want to customize the success/error message. Example. Let us say the Quick Action name is 'Check In'. Happy Path: 1) From the Mobile App, click on '...
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1answer
135 views

Not being able to access Flow variable in Apex class

I am trying to create a flow which creates an account record and then navigates to the newly created record detail page VF Code <apex:page Controller="AccFlowController" TabStyle="Account"> &...
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2answers
2k views

How to pass parameter to flow launched from Quick Action

I have created a quick action in account and launched a flow. I need to get account id in that flow. Is there anyway to achieve this? Currently I implemented with a custom url button and passed ...
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1answer
160 views

Getting User custom permission in Visual Flow

I need to check if the running user has a specific custom permission in their profile within my flow logic. How can I check that?
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1answer
180 views

Detect if record is new from Flow Designer

Is it possible to detect if a record, from a custom object, is new within the Flow Designer? I have a process which executes an autolaunched flow and passes in the record id. I then do a record ...
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1answer
92 views

As part of Default Outcome, go to next element of the loop

Want to the default outcome of the decision to iterate to the next item of the Loop Variable but it moves to the end of loop. Kindly correct me on what I'm doing wrong here.
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1answer
80 views

Assign all numbers between StartingNumber and EndingNumber to collection using flow

I am trying to setup a flow that allows a user to input two values: StartingNumber and EndingNumber. I then what the user to press "Finish" and have all numbers between StartingNumber and ...
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17 views

Is it possible to pre populate text field based on some text field in visual flow in salesforce?

I have a requirement to pre-populate a text field based on another text field in visual flows in salesforce. Can we do this with the help of visual flow in salesforce?
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38 views

Is there a way to get Current Flow information when querying on Flow Interview

I want to access the current flow name using Flow Interview object. The current flow field is not accessible in SOQL, is there a way to get that information. I'm trying to recreate the paused ...
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0answers
14 views

Trying to Send Email Alert on Contact with Multiple Accounts

I created a flow where it will do the count of accounts. The purpose is to get the flow to be invoked once the 2nd account is created. However, when I create an account/contact under the contact, the ...
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1answer
344 views

Salesforce Flows by default selects a picklist value

I have a flow in which there are two dropdown fields. By default Salesforce makes these fields mandatory (No complaints) but it is defaulting the first choice value. I want that not to happen. I want ...
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12 views

End a Flow in a subflow if a particular condition in the subflow doesn't satisfy

I have a sub-flow being called in the main flow. The sub-flow reads a custom setting which may be set to True or False in a sandbox. The sub-flow reads the org level custom setting and if the custom ...
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1answer
554 views

Use the c:updateScreen local action to refresh a related list from a flow

Has anyone figured out how to use the c:updateScreen component to refresh a related list from a flow? Here is what I am trying to do: Launch a flow from an Account page using the new Guided Action ...
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1answer
126 views

How to access a Org Level Custom Setting in a Flow

How can I read a custom setting in Salesforce Flow. I have created a Org level Custom Setting called FeatureFlag__c with only one boolean field IsActive__c. The idea is, of the org level IsActive__c ...
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1answer
234 views

Auto Task Creation

I have created Flows and Process builder process for renewal opportunities, where renewal opportunities are created 1 year from the close date of current opportunities. Now business user requirement ...
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2answers
397 views

Error deploying mdapi flows to packaging org

I have 4 flows as part of my mdapi deployment from sfdx to my packaging org. I get an error on all 4 flows when trying to deploy. I've tried deactivating them first, no go. I've tried saving them ...
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57 views

metadata api code to fetch the active status of process flows

CODE: MetadataService.MetadataPort service = new MetadataService.MetadataPort(); service.SessionHeader = new MetadataService.SessionHeader_element(); service.SessionHeader.sessionId = UserInfo....