Questions tagged [visual-flows]
Commonly referred as visual workflows.
245 questions
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343
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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 ...
- 99
-1
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1
answer
141
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 ...
- 115
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1
answer
1k
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, ...
- 21
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1
answer
1k
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 ...
- 1
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1
answer
2k
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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....
- 1,410
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1
answer
817
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 ...
- 107
-1
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1
answer
549
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 ...
- 352
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656
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 ...
- 137k
-1
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1
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137
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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 ...
- 472
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1
answer
906
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 ...
- 1,926
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347
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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 ...
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1
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1k
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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 ...
- 13
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1
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64
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
...
- 1
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1
answer
575
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 ...
- 335
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2
answers
701
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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
...
- 133
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1k
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 ...
- 75
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298
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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 ...
- 11
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176
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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 ...
- 300
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1
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4k
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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 ...
- 222
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1
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891
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 ...
- 163
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1
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723
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 ...
- 7,220
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1
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330
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 ...
- 300
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655
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 {!$...
- 11
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1
answer
713
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 ...
- 766
2
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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 ...
- 1,762
-1
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2
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70
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 ...
- 17
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1
answer
962
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}&...
- 352
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vote
1
answer
4k
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 ...
- 1,641
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234
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, ...
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2
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1k
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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 ...
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124
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(...
- 141
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2k
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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 ...
- 4,839
7
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2
answers
4k
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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
"...
- 137k
6
votes
4
answers
3k
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, ...
- 137k
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3
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3k
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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 ...
- 25
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1
answer
5k
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 "...
- 3,575
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1
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2k
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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 ...
- 131
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votes
2
answers
14k
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?
- 365
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1
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1k
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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 ...
- 324
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1
answer
897
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 ...
0
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1
answer
458
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 ...
- 5,670
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1
answer
37
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 ...
- 185
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695
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 ...
- 115
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885
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&...
- 33
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votes
3
answers
26k
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 ...
- 391
3
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0
answers
805
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 ...
- 41
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votes
1
answer
3k
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....
- 4,839
3
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892
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;
...
0
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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 ...
- 321
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1
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5k
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How to call other Flows from a Record-Triggered Flow?
I'm working to put some best practices together for our team for developing flows, specifically taking advantage of the new record-trigger feature found in the Winter '21 release. One of the best ...
- 5,089