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Questions tagged [visual-flows]

Commonly referred as visual workflows.

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6 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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1answer
506 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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16 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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2answers
617 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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27 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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1answer
433 views

Flow - how to empty an sObject collection

I created a flow where I have to empty an sObject collection and I done this by assigning it to an empty sObject collection variable. When I check if it works using the decision item it shows that the ...
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30 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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1answer
338 views

Creating a flow that will on an existing account create an opportunity and populated some details

i have been working on this for the last 2 days and making bit of progress, i am stuck at the first part which is crutial to me and i cannot get my head around it yet, i think once i can understand it,...
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16 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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17 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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1answer
345 views

Salesforce Flow Opportunity to Order Errors

I have an interesting workflow and maybe that is what needs to change. Right now I have Shopify front end and am using Zapier to take orders from Shopify and create accounts in Salesforce as well as ...
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17 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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1answer
434 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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1answer
36 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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0answers
16 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 ...
3
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1answer
101 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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34 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
28 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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2answers
675 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 ...
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1answer
89 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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34 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
42 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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1answer
25 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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57 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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28 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
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
30 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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1answer
51 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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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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1answer
666 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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0answers
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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0answers
16 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
497 views

Visual Workflow - Issuing with copying email attachment to new email

I am trying to create a flow that can duplicate an email message including attachment onto a new case from an existing case that has been closed. So far I have been able to create the flow as ...
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1answer
67 views

Apex Managed Sharing using visual flow

I was trying to implement a custom record sharing logic and so I wrote a trigger to achieve it. Now I just came across a blog where it is written that this can be avoided by using a visual flow and ...
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1answer
64 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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27 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
94 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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0answers
48 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
352 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
19 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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1answer
191 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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0answers
95 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
21 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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0answers
65 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 ...
0
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1answer
568 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
527 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
19 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 ...
2
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2answers
3k 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
32 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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0answers
22 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 ...