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Questions tagged [visual-flows]

Commonly referred as visual workflows.

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15 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
16 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
36 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
13 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
27 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
25 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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0answers
16 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
25 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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19 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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0answers
27 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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0answers
4 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
120 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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174 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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22 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
53 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
41 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
49 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
84 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
927 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
82 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
106 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 ...
0
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1answer
58 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
71 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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0answers
15 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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24 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
13 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
214 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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0answers
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
431 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
69 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
93 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 ...
6
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2answers
272 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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0answers
41 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....
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0answers
47 views

Flows issue when deployed to packaging dev org

I have a set of flows that I want to include in a managed package. The flows were built in a dev/scratch org with no namespace. After deploying (sfdx) to the packaging org with a namespace, I get an ...
0
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1answer
23 views

cannot add sms plugin to visual workflow

i am creating a flow in salesforce and following the instructions as given in the screen shot. I am not being able to understand how to add the sms plugin in the flow (as per the instructions given ...
2
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1answer
131 views

Flow Screen shows two headings in Community page

I have a visual flow which runs on a button click. When the button is clicked a modal window appears showing a title - the label of the button - and a spinner: When the flow returns a screen the ...
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0answers
40 views

Binding variables in Apex and Visual Flow

I have this below flow which i am triggering it from apex trigger. he scenario is When i am creating an Account, i have a email field Email__c. I will be filling this Email__c like Email__c = 'test@...
2
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0answers
239 views

Visual Workflow creating duplicate records

I am developing an Autolaunched flow to lookup a list of existing Salesforce Affiliation records (a child object) between an Account and a Contact. In my example, I am looking to check to see if a ...
2
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2answers
2k views

Flow calling Apex, can't pass Collection Variable

I have an invokable apex method that I need to call from a Flow. Invokable methods are strict in the data type of their parameters -- I can't simply pass a string, instead, I have to pass a list<...
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0answers
50 views

Visual flow is not saving address to record in Lightning Experience

I have a visual flow that captures input values of basic address info: Street, City, State, Zip. I am writing them into a "Create New Contact" record but I am having an issue where only the zip code ...
0
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1answer
130 views

Inserting an iframe in a Visual Flow

Has anyone ever experimented or successfully included an iframe inside of a visual flow? I understand there is some HTML you can experiment with in the TextArea resource but I have not had any luck ...
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0answers
39 views

How Can I Get the Current URL in a VisualFLow [closed]

Can anyone please suggest how to get the Current URl in a Visual flow.
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1answer
200 views

Using @InvocableMethod Apex Class how can I AutoConvertLead, but using Existing Contact ID from a custom field within same Lead record

Can anyone kindly help with amending the below code so that it can convert the Lead to an existing Contact (and contact's Account) by using the specified Existing Contact ID which would be stored on ...
0
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1answer
62 views

Why Queue is not an option in Developer Edition Org Process Builder Flow Update Record Action?

Why Queue is not an option in Developer Edition Org Process Builder Flow Update Record Action? I am creating a package where I set an owner of record to Queue. While on usual sandbox I can select a ...
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1answer
31 views

How to show visual flows in service cloud? [closed]

I created one visual flow for lead conversion on using Lead object. Now my requirement is How to show visual flows in service cloud for customer? Can you please help me.
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2answers
533 views

Flow not recognizing enter key/line breaks in long text area field

I hav a flow that fetches data from a custom long text area field and populates its values in the contentnote. I have used HTMLEncode() in my flowformula so that it includes any spl characters in the ...
0
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1answer
54 views

Sending an Email alert using Visual Flows?

I am very new to the Flows. Already I came across this link: Visual Flow Guide which just gave some definitions for the fields but not the execution. I've already configured a Process flow that ...
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0answers
65 views

Visual flow to send out an email to the Selected users from a Multi-select picklist?

Is it possible to send out an email via Visual flows where I have the capability to Select/deselect users(Multi-Select picklist of users)? The users would be Customer Community User licensed users. ...
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1answer
141 views

Linebreaks in Flows to populate body of contentNote

I have a flow that populates the content of a ContentNote record. i use a formula that combines values from various variables in the flow and concatenate it.This concatenated text is displayed in the ...
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1answer
161 views

Record create in Visual Flow

I am simply creating a record from visual flows. Below is the snapshot of the record create page. On execution of the flow I receive an exception in my mailbox saying INVALID_ID_FIELD: Record ID: ...