Stack Exchange Network

Stack Exchange network consists of 175 Q&A communities including Stack Overflow, the largest, most trusted online community for developers to learn, share their knowledge, and build their careers.

Visit Stack Exchange

Questions tagged [visual-flows]

Commonly referred as visual workflows.

1
vote
1answer
104 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". ...
1
vote
1answer
86 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 ...
1
vote
1answer
428 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 ...
1
vote
1answer
303 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 ...
1
vote
1answer
213 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 ...
1
vote
1answer
317 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,...
0
votes
1answer
31 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 ...
0
votes
1answer
12 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 ...
0
votes
1answer
64 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 '...
0
votes
1answer
521 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 ...
0
votes
1answer
163 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 ...
0
votes
1answer
56 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 ...
0
votes
1answer
48 views

Visual Flow - Rich Text inserting unwanted Line Breaks

In my Visualflow all Radio Button Lists, CheckBox Lists, and Multi-Select Checkbox List, give me unwanted line breaks if I convert the label to Rich Text. It's a normal VisualFlow that is not ...
0
votes
1answer
236 views

Is there a way to make a PageReference method an InvocableMethod?

This is the scenario: I had a VF page call a controller extension,that would have some criteria and redirect the user to a different page (or not, depending on the criteria). Now, everything starts ...
0
votes
1answer
153 views

Packaging login flow OR connecting a login flow to profile programmatically in Post Installation Script

I have created a Login flow in my Dev org. When I packaged and deployed it on another org I noticed that Flow is created but there is nothing under Login Flow. The question is that how can we package ...
0
votes
1answer
47 views

Using Python API to Update Assets fails with CANNOT_EXECUTE_FLOW_TRIGGER

We have an asset object that has a child asset attached to it. We have a Process Flow that updates the AccountID and State of the child asset if the parent asset is changed (so the parent and child ...
4
votes
0answers
1k views

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 ...
2
votes
0answers
57 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 ...
2
votes
0answers
259 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
votes
0answers
200 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 ...
2
votes
0answers
621 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 ...
2
votes
0answers
416 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 ...
1
vote
0answers
44 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://...
1
vote
0answers
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 ...
1
vote
0answers
290 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 ...
1
vote
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 ...
1
vote
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 ...
1
vote
0answers
69 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
vote
0answers
667 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 ...
1
vote
0answers
269 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 ...
1
vote
0answers
218 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. ...
1
vote
0answers
27 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, ...
1
vote
0answers
660 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 ...
1
vote
0answers
175 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" /> &...
0
votes
0answers
9 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 ...
0
votes
0answers
23 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
0
votes
0answers
18 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
votes
0answers
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 ...
0
votes
0answers
33 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 ...
0
votes
0answers
7 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 ...
0
votes
0answers
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 ...
0
votes
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?
0
votes
0answers
31 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 ...
0
votes
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 ...
0
votes
0answers
53 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....
0
votes
0answers
44 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@...
0
votes
0answers
81 views

How to map name value pair in custom fields to object field name and set the value as field value?

I have a custom object X that stores name value pairs. I need to populate a custom object Y which has field names same as the name part of the value. Through visual flow I need to query object X to ...
0
votes
0answers
30 views

Can we send an automated notification to customer Who sends an email on closed case which is more than 30 day

A case is closed and closed more than 30 days ( created a field to calculate - Today - case closed date ) and If Customer sends an email (Email message - incoming true) then send auto notification to ...
0
votes
0answers
349 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 ...
0
votes
0answers
97 views

Visual Flow and Dataloader

I am looking to implement a flow that analyzes incoming data file to perform the following actions: create new related records for data file records (i.e. create a contact for an opportunity record); ...