Questions tagged [visual-flows]

Commonly referred as visual workflows.

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1answer
576 views

Visual Workflow Text Area Character Counter

I've successfully implemented a character counter using js in a visualforce page. I was hoping to use the same or similar functionality for text area fields in a flow embedded in a visualforce page, ...
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3answers
1k views

create flows button using JavaScript in salesforce

I want to display flows in lead object direct button no need to use visualforce pages,i think it is possible in javascript can you please suggest me... Thanks, Bhaskar
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1answer
106 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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48 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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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 ...
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0answers
300 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
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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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 ...
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54 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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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. ...
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1answer
166 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
87 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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1answer
433 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
670 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
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 ...
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0answers
219 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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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, ...
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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 ...
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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 ...
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1answer
214 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
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,...
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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" /> &...
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1answer
45 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
163 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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2answers
1k views

How to debug flow errors?

We have some flows in application which do operations like record update etc, we have WF rules, triggers, process builders as well which also update records. Sometimes i see error like this in logs ...
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1answer
18 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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1answer
144 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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2answers
56 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
27 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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1answer
81 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
104 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
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 ...
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1answer
65 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
180 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: ...
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1answer
29 views

Visual Flow Lookup from Lookup

Can I not have a fast/record lookup that returns a collection of IDs and then do a second fast/record lookup using that collection of IDs in the filter criteria? I think the answer to this is that ...
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1answer
707 views

How to combine VF page with visual flow to upload file

I am building a wizard with visual flow and one part of it has to be screen for uploading file. I found that there is no way to put file picker in flow, so indeed it has to be done in vf page. What is ...
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1answer
122 views

Process Builder and Flows

I have a custom field which has a lookup to contact. How do i extract the Id of the lookup and pass it on in a flow using a process builder ?
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1answer
119 views

How to remove fields from inactive and active Visual flows without deleting or cloning Visual flows?

We have field which needs to be removed from the visual flows without changing anything else. That field's datatype has to be changed which isnt possible unless we remove its references in the ...
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1answer
408 views

How we run a visual flow( Not Auto Flow) in system mode.

Requirement.. we want to modify the record of an object without giving System Admin Permission, means at user mode. How we do the needful, we tried with the help flow and process builder but ...
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1answer
212 views

Process Builder + Flow - 1 object record create/update 5 variations in another object

I am trying to figure out the best way to achieve the following requirement: I have a Object1 that I create a record checking or not 5 checkboxes as applicable. Example: Name: 0002x9 Arrow (...
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1answer
387 views

reRender outputPanels in VisualForce page based on user selection from a Flow

I've created a Flow to Convert Leads and I've embedded it into a VisualForce page. The reason is so our users can Convert Leads and also look up/create Accounts, Opportunities, and Leads from this ...
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2answers
870 views

Launch Visual Flow from custom button determined on Record Type

I have a custom button which sits on a Contact that launches a Visual Flow. If the Account relating to the Contact has an Account Record Type of 'Merchant' then I want the Flow to run as normal. If ...
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0answers
10 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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0answers
10 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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1answer
33 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
25 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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1answer
13 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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0answers
19 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
176 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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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 ...