Questions tagged [visual-flows]

Commonly referred as visual workflows.

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7
votes
1answer
367 views

How to Auto Pause/Save Flow Interview when browser window is closed accidentally

When users are using Visual flow, if they accidentally close the window or page refreshed, the flow getting restarted when they are in middle of the conversation. The values that they have collected ...
6
votes
2answers
440 views

Error deploying mdapi flows to packaging org

I have 4 flows as part of my mdapi deployment from sfdx to my packaging org. I get an error on all 4 flows when trying to deploy. I've tried deactivating them first, no go. I've tried saving them ...
5
votes
1answer
4k views

Can I use Custom labels in VisualFlows?

Whats the best practice in terms of visual Flows Processes in multiple languages? would appreciate any recommendations.. I find it a bit weird that I need to Clone the whole Flow.. I'm trying to ...
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 ...
3
votes
1answer
147 views

Not being able to access Flow variable in Apex class

I am trying to create a flow which creates an account record and then navigates to the newly created record detail page VF Code <apex:page Controller="AccFlowController" TabStyle="Account"> &...
3
votes
1answer
2k views

Compound Address fields and DescribeFieldResult

I have generic code in my org that retrieves all fields that are accessible by user public static String returnAllFields(String objectName){ String fieldsCSV = ''; for(Schema.SObjectField ...
3
votes
1answer
40 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 ...
3
votes
1answer
2k views

Process Builder Criteria from Related List

Can field values on related records be used as criteria in Process Builder? Example: We have a custom object called Affiliation__c as a junction between Account & Contact objects. To create the ...
3
votes
1answer
2k views

Can we do Custom Datetime in Visual Flows?

I want to create an Event from Visual Flows, and in that I need to generate an Event with fixed Time but for a Date read from another record ( a custom object). The idea is to click a Button and it ...
3
votes
1answer
2k views

Process Builder Flow to send Email Alert at a Specific Time Say 9 AM CET

I have a business requirement to send email alert 7 days after Opportunity Close Date @ 9 AM CET time. But i dont see any option where I can specify time or hours in Process Builder. I see option for ...
3
votes
2answers
307 views

What is the best way to populate data from external users

My SF instance needs to get data and approvals from a lot of external users outside of the organisation. I would like to know what is the best solution to get data from these users without giving them ...
2
votes
1answer
4k views

any way to handle validation rule errors nicely in flows

When working with a visual flow, it seems that when you get an error saving a record because of a validation rule, that the only error Salesforce will give you is: An unhandled fault has occurred in ...
2
votes
2answers
3k views

Flow calling Apex, can't pass Collection Variable

I have an invokable apex method that I need to call from a Flow. Invokable methods are strict in the data type of their parameters -- I can't simply pass a string, instead, I have to pass a list<...
2
votes
2answers
470 views

Dynamically embed a flow in a page

I want to embed a flow in a Visualforce page. I have 4 flows in place and a page parameter decides the flow that needs to be embedded in the page. So it is like dynamically deciding the flow to be ...
2
votes
1answer
1k views

Visual flows unable to run the flow

I have created the visual flow and created new web tab for that flow .but when I am trying to run the flows ..its throughing error like "Your flow doesn't have a Start element assigned" I am not able ...
2
votes
2answers
2k 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 ...
2
votes
2answers
1k views

Email all child records when parent is updated

Is it possible to use process builder and visual flow to send an email alert notification to all child records when the parent record is updated? I have a custom group object (parent) and member ...
2
votes
2answers
5k views

I would like a Flow to delete a record as part of a Process Builder process

Hopefully simple. I'm fully ok with making the process and the criteria required, I just need to know how to make the flow that actually performs the deletion. Obviously there is an action in ...
2
votes
1answer
268 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?
2
votes
1answer
289 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 ...
2
votes
2answers
723 views

Adding Visual WorkFlows in Lightning Page

I am trying to add flow in lightning page using the lightning app builder. I have gone through Winter 17 Release Notes and found that we can do it. To add more information, I am using the winter 17 ...
2
votes
1answer
257 views

Creating Multi-records Using Flows - can't nullify input elements in flows

So I created a simple flow(to create multi-records), So in the first screen it asks to enter some fields and using those fields I create records and in the Decision Block based on certain conditions ...
2
votes
2answers
1k views

Visual Flow Community user access

I have a custom button that launches a visual flow which I have modified to work in my Partner Community (called 'Partner Community'). The name of the flow is 'Resubmit_Lead' I am unsure as to why the ...
2
votes
2answers
439 views

Custom Field picklist values in Visual Flows

In my flow, i need to display the picklist values of a custom field in opportunity. How can i achieve this, without necessarily creating them in the flow again. Is there a way to do it? Actually i ...
2
votes
1answer
36 views

Visualflow Issue

I am calling a visualflow through Process builder on Opportunity edit. Want to call a flow to create order for a OpportunityID then I don't find this "OpportunityId" field in the list. But when I ...
2
votes
1answer
935 views

How can I return the results of many IDs associated to a record during lookup?

I am using a flow which works on the task and event related to opportunity.The flow works for updating the task/event with their whatid(opportunity) and whoid(contact). It works fine for one record of ...
2
votes
1answer
41 views

Is it possible to move a triggers such as BeforeDelete to a workflow or process? [closed]

Is it possible to move a triggers such as BeforeDelete to a workflow or process? What would be the best/most optimal design for such a case? Process objects are triggered on creation and edit, but I ...
2
votes
1answer
557 views

In VisualFlow, is there a way to capture the running user?

Is there a way to pass into VisualFlow the username (or other $User value) so that you know which user is running the flow? I've tried to use this: &varAccountID={!Account.Id}&varUserName={!$...
2
votes
0answers
80 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
1answer
161 views

Flow Screen shows two headings in Community page

I have a visual flow which runs on a button click. When the button is clicked a modal window appears showing a title - the label of the button - and a spinner: When the flow returns a screen the ...
2
votes
0answers
291 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
1answer
180 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 ...
2
votes
0answers
209 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
643 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
427 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
2answers
64 views

Unable to locate package after deploying it using workbench

I deployed a lightning component zip file using workbench. The workbench says "Succeeded" but in Salesforce when I checked deployment status it shows "Validate: Succeeded" instead of "Deploy:Succeeded"...
1
vote
1answer
1k views

Salesforce Lightning Process Builder

I am testing out the new Process Builder in Salesforce (Pilot). Working on a MacBook Pro I am having problems with the "Define criteria for this Action Group" pane, it is not able to fully display ...
1
vote
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 ...
1
vote
2answers
616 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 ...
1
vote
1answer
275 views

Clone or Reuse Element in Lightning Flow Builder or Visual Workflow

Say if I have an Assignment element that takes in a number variable and then increments it. I'd like to reuse that same element multiple times in different places. Can I do that? At least in Lightning ...
1
vote
1answer
375 views

Salesforce Flows by default selects a picklist value

I have a flow in which there are two dropdown fields. By default Salesforce makes these fields mandatory (No complaints) but it is defaulting the first choice value. I want that not to happen. I want ...
1
vote
1answer
222 views

Using @InvocableMethod Apex Class how can I AutoConvertLead, but using Existing Contact ID from a custom field within same Lead record

Can anyone kindly help with amending the below code so that it can convert the Lead to an existing Contact (and contact's Account) by using the specified Existing Contact ID which would be stored on ...
1
vote
1answer
184 views

sObject variable typeof Input and output in flow

I want to create an sObject variable in the flow and type is Input and Output. I could not find anything related to my requirement.
1
vote
1answer
109 views

Salesforce Visual Flow reaching Governor Limits

I'm trying to run a Visual Flow in Salesforce that runs through all of a custom objects records called Cross Sells (~1,000,000 records) and updates a lookup field. This flow is failing due to the ...
1
vote
1answer
2k views

Invoke Apex Code from a Flow

I am new to visual flow and i need some help on the Apex code from a flow and Process.Plugin .Actaully i have scenario where i need to create survey question and answer in visual flow using the Apex ...
1
vote
1answer
304 views

Error with matching account and contact in custom object (flow)

Error with matching account and contact in custom object (flow) Greetings, I am creating a custom product donation object which includes lookups for both contact and account. The account being ...
1
vote
3answers
1k views

Loop Element in salesforce Visual WorkFlow

there is a loop element mentioned in Visual Workflow.but in my developer org in which i can create a Flow.when i see palette tab there is no loop element.i can create Apex Classes and Apex Pages with ...
1
vote
1answer
286 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....
1
vote
2answers
980 views

I'm not able to retrieve FlowDefinition using Metadata API

I tried calling readMetadata method to retrieve FLowDefinition metadata. I ran below code: MetadataService.MetadataPort service = new MetadataService.MetadataPort(); service.SessionHeader = new ...
1
vote
1answer
1k views

Visual Flow - Sending Email Alert using HTML Email Template

I have a requirement to send an email to a few users on click of a button on an object. I created an Email Template with merge fields. Then I created a Visual Flow to retrieve the email of all the ...