Questions tagged [visual-flows]

Commonly referred as visual workflows.

87 questions with no upvoted or accepted answers
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visual flow - how to get existing field values of record and fill it on flow screen fields

working on visual flow and created one flow for insert and working fine. again added one flow for update the records and that also working fine but the problem i am facing is that at time of updating ...
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234 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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117 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 ...
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436 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 ...
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0answers
222 views

Returl in Lightning doesnt work

Ive recently update our org salesforce to use the new cool lightning ui for the visual flow, yet - its seems that the flow allways return to the start after I click finish - the Returl I put doesnt ...
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1answer
662 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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0answers
781 views

Too many DML Statements 151 when executing flow

I have created a flow that looks up for opportunity object and then performs certain modification. ******The flow works fine in the sandbox however when I run the same flow in production. I get "Too ...
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0answers
442 views

redirect to mobile detail page layout from flow

I am creating a custom object record via a flow. At the end of the flow, the user is redirected to the detail of the record that has just been created in order to add some attachment. Users will use ...
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18 views

Lightning Out Flow

I am trying to Render Lightning Flow Runtime in a Visualforce Page. Lightning out app Code: Visual Force Page Code: var ...
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103 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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18 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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44 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
120 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
287 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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136 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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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 ...
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542 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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0answers
18 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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0answers
63 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 ...
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0answers
73 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. ...
1
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1answer
113 views

email alert on a multiple related objects

I have a junction object which holds multiple accounts, whenever a contact is created on one of the accounts I send an email to the primary contact of the related account. I'm using flow to achieve ...
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0answers
904 views

Flow Lookup - Account Team Member

Cant see what I am doing wrong here - I have a flow that is supposed to be looking up to the Account Team Member Object - I am passing the the AccountID and TeamMemberRole - the flow never finds a ...
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0answers
294 views

Flow Decision Element Limitation

I have flow in which through LookUp I added 20 decision elements. The flow works fine until it reaches 18 decision points then breaks, there is no error message shows up. Hence want to know hard limit ...
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0answers
233 views

Error using embedded flow in Visualforce page - Flow not found

I am getting an error "Flow xxx is not found or doesn't have an active version. Please contact your administrator for more information". Little background: There are two pages, Managed and Unmanaged. ...
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0answers
28 views

Visual Force Flows

Hi I have a doubt on VF flows. I am supposed to make a survey where in there is a question that needs to be answered using a flow. However the task is that once a user selects an option for eg: good, ...
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1answer
362 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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0answers
661 views

Deployment Error - Flow Must Have a Start Item

I am trying to deploy a flow that simply invokes Apex. It works as expected during functional testing. However, when I attempt to deploy it with Eclipse, I get the below error. Deploy Results: File ...
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1answer
268 views

Visual Flow - Unable to pass multiple selected values from one screen to next screen

I want to create a visual flow wherein there will be two screens. On first screen I want to select few fields(only name of fields will display in multiselect picklist) from a list of lets say 20 ...
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1answer
362 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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0answers
181 views

apex:actionFunction stopping previous button to show previous screen

I have a visualforce page <apex:page controller="ActionFunctionDemoController" > <flow:interview name="Calculator" rerender="ddff" /> <apex:outputPanel id="ddff" /> &...
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14 views

Refresh custom lightning component data on flow completion

I have a Opportunity Record detail page. I have a flow screen on a detail tab. There is a custom lightning component, under the same tab as well. My requirement is that, the lightning component ...
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19 views

Refreshing record page when changes made in lightning cmp

In LEX, I have a record page, which shows the record details on the left (standard cmp) and a flow screen on the right. The flow screen includes a custom cmp with a text area. The record fields on ...
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39 views

External Services Flow returning null

I've created a flow to utilize an External Service, however, the flow appears to be returning a null object response despite the 200 status code. In addition, the flow doesn't seem to allow me to view ...
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1answer
20 views

Fail to pass Value from Lightning Component to Flow

I am passing the values from lightning component to flow using Design Attribute. On Loading Flow 1 Screen, I am not getting the values of that attribute passed from lightning component to flow , ...
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15 views

Validation Message on next button click on adding Lightning component in Flow

I am embedding lightning component inside a flow which is used to add/insert certain records. I do not want the flow to move to next screen if the no of records inside the component are 0. The ...
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1answer
17 views

Picklist choice for flow

I have a field that stores comma separated values. We ask users in a free form text (string field) to add fruits they like, for example: Apple, Banana, Pineapple, Mango, etc. On the flow screen, we ...
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8 views

Flow finish behavior - flow called by custom URL button

I have a Visual Flow that is triggered by a Button on a record. The flow sends an email notification and posts to chatter (without requiring any user input). When the flow is finished I just want ...
0
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1answer
82 views

How to concatenate two fields together in a Salesforce Flow Formula element?

I am trying to concatenate two field values together in a formula resource in Salesforce Flow however, despite seeming trivial, I can't get the syntax right to show the correct output. I have tried ...
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0answers
18 views

Display more than 3 dependent picklists in visualflow

I want to use picklist fields which are 5 level dependent but in flows we can add upto 3 levels. Is there any alternative way through which I can overcome this limitation? Piklist dependency would be ...
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0answers
31 views

Prepopulating lookup field on flow

I need some help with a flow which I have developed to create a survey (custom object) record. This flow is being launched from an action button on a party event custom object. The idea is to capture ...
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0answers
23 views

Visualforce variable update not accessible in Flow

The basic question is this: can a VF controller update a variable and that new value be accessible in the flow? I had assumed that a variable defined by apex:param in a VF page would be accessible by ...
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1answer
36 views

BR() not returning a line break in flows

As per Use the BR() Function in Flows and Processes Correctly (Critical Update), I am expecting BR() should return a line break. Through flow loop element, I am populating text area field. After each ...
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0answers
19 views

Page rendrering with lightning component and flow

Iv'e built lightning component which calls a screen flow and put this component on my record page. Everything works as expected, but there's an issue - when i'm clicking 'Next' (on the screen flow), ...
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0answers
13 views

Flow Core Action testing

I have a flow in which I'm using CustomNotification and SendEmail 'Core Actions' . Whenever a case is created a bell icon is shown via CustomNotification action and an email is sent via SendEmail ...
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2answers
76 views

Standard Field Reference in Process Builder,Formula Field

I'm creating a work flow rule to update a check box field on contacts page layout to true. Rewards (custom object) is the related list on Accounts It has a custom field called RewardsContact which is ...
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1answer
17 views

Remove flow attachment if flow not finished

I have a flow pop open inside a custom modal within an Aura component. Modal popup has an option for user to "X" out of it (close it). Problem is, within the flow, user has ability to upload Files and ...
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0answers
13 views

Flow behavior different in Classic vs. Lighning - Deletes variables when Clone a ticket

I am working on an HR ticket flow with required fields. I have the flow working to close a ticket in Classic, but not in Lightning. Here is what happens I clone a Closed ticket with all required ...
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25 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
39 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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30 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 ...