Questions tagged [visual-flows]

Commonly referred as visual workflows.

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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
389 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
886 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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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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15 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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16 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
30 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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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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29 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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24 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

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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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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15 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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26 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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40 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
88 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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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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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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54 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
534 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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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 ...
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70 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 ...
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25 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 ...
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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 ...
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1answer
90 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 '...
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1answer
267 views

Detect if record is new from Flow Designer

Is it possible to detect if a record, from a custom object, is new within the Flow Designer? I have a process which executes an autolaunched flow and passes in the record id. I then do a record ...
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1answer
88 views

Assign all numbers between StartingNumber and EndingNumber to collection using flow

I am trying to setup a flow that allows a user to input two values: StartingNumber and EndingNumber. I then what the user to press "Finish" and have all numbers between StartingNumber and ...
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26 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?
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1answer
655 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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66 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....
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45 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@...
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1answer
32 views

How to show visual flows in service cloud? [closed]

I created one visual flow for lead conversion on using Lead object. Now my requirement is How to show visual flows in service cloud for customer? Can you please help me.
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1answer
59 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 ...
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1answer
54 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 ...
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1answer
278 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 ...
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0answers
89 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 ...
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1answer
191 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 ...
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0answers
33 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 ...
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1answer
53 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 ...
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1answer
109 views

Config Flow to Create a Record A Using Record B Data and Reevaluate B Records to Associate Record A to Other B Records and Avoid Duplicating Record A

I have configured a complex flow for a data sync using an ingest file and mostly fast elements to update and create records. For context, I am working with a child object, contact role, to drive ...
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1answer
426 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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0answers
103 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); ...
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1answer
978 views

Flow in VF page - set return url to id of Flow variable

I have a simple Visual Flow embedded in a simple Visualforce page that creates a record in a custom object. When the flow ends, I would like to redirect to the detail page of the record that was just ...
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1answer
39 views

How do I attribute a Campaign to a Lead using visual workflow?

I have a publicly accessible flow and it has been working great. As an adjustment, we would like to hard code a campaign for each lead created by this flow. However, updating the campaign field from a ...
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1answer
78 views

Visual Flow Approval

From my visual flow, I need to approve a record that's in the pending stage of an approval process. I've been able to get as far as creating a flow that gets the pending ProcessInstance of the record ...
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1answer
66 views

Using loop in the Visual flow

Actually I am new to visual flow and got strike up in one of the requirement .Could you please help in this ..it will be great helpfull .. Can we show more than one record in the single screen by ...
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1answer
51 views

Search and Selection using Visualflows

The user would be presented with a screen into which they insert part of an Account Name. The flow would look up the Account Name and present users with all accounts containing the search string. ...
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3answers
246 views

VisualFlow dynamic choice not displaying any record after deployment to production

I have created a VisuaFlow where the user starts off from a screen where they have a picklist to select all created Pricebooks. When created and tested in Sandbox environment, the picklist correctly ...
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2answers
233 views

Is it possible to Show / Hide custom fields based on picklist values using visual flows?

i have one scenario which is show / Hide Fields in page layout based on picklist values (Note : i already developed one vf page to achieve this but it's not allow me to show in edit mode of record) ...