Questions tagged [visual-flows]

Commonly referred as visual workflows.

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18 views

Selected Picklist value not getting assigned to Variable in Flow

I have a picklist field in flow, but on selecting any value in the picklist, it’s not assigning value to a variable. How can I get the selected value in a variable? Picklist in Flow: Debug Value in ...
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1answer
28 views

How to call other Flows from a Record-Triggered Flow?

I'm working to put some best practices together for our team for developing flows, specifically taking advantage of the new record-trigger feature found in the Winter '21 release. One of the best ...
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39 views

Flow to Redirect to Site Home Page after the finish button is clicked in a flow

I have a flow that is attached to a website button. When I am clicking the finish button it is redirecting to the initial page. I want to redirect it to a community site home page. So I have used ...
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1answer
34 views

how to add radio buttons in flows

I am new to flows i just want to create radio button in screen element Rating // WHERE RATING is my label AND 1 to 5 values are my custom values 1 2 3 4 5 help me out Thanks in advance
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1answer
107 views

Check if text field is empty in flow builder

I have a requirement to override the default validation message shown in Flow-Builder for required form fields (text fields to be specific) that are left empty by the user. I'm trying to achieve this ...
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1answer
52 views

Prevent a Duplicate contact role on opportunity with Lightning Flow error

There are several ways to avoid/restrict creation of duplicate contacts as contact roles on opportunity using APEX triggers. I am trying to build one using the 'Before Create/Update' lightning flow I ...
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24 views

How to Navigate to Custom List View after updating multiple records from List View?

Requirement: On Case Object Custom List View(Queue), we have Accept button. When I Click on Accept Button, it transfer Record Ownership to Current User and it stays on the same list view similarly I ...
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1answer
108 views

How to use display image in Salesforce flow?

I could not figure it out. How can we display image in the screen flow?
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35 views

External Service call in a Visual Flow from Guest User

I have created a Visual Flow in Salesforce that performs an action that calls a configured External Service. The flow correctly works in the debug mode (I am logged as system admin). On the other hand,...
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1answer
15 views

How to add more fields in flow without errors?

I used this link(https://trailhead.salesforce.com/content/learn/projects/build-a-simple-flow/create-or-update-a-contact) to create or update contacts. I finished everything and it does create contacts....
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82 views

How to navigate to URL in LWC embedded in Flows Salesforce

i am trying to navigate to a URl from LWC component , which is embedded in FLOWS. I have tried each and every possible to navigate to that URL, but i am not able to, although i have debug and there ...
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2answers
102 views

Dynamic record choice set [closed]

My problem is this: I'm using a collection variable to populate a count-variable, which in turn determines an outcome in a decision. If the collection variable has count greater than 1, i want the ...
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1answer
70 views

How to capture duplicate rules in flows?

one of the steps of my flow is to create a contact. The users enter in the interface all the details and click next, my flow then tries to save the contact; however, if salesforce detects a duplicate ...
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2answers
40 views

Flow process update or create new record

I created a customfield at the standardobject Contact (PID) and I created a new customobject Contract which have also a field with the name PID. The contract should connected to the contact in order ...
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1answer
28 views

How to use the number returned by a formula like the 'i' variable in my loop in the Flow Builder?

In the Opportunity object there are two custom fields called 'start_date__c' and 'stop_date__c' I have a requirement where I need to create a flow that executes when the the Opportunity stage is ...
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2answers
30 views

Flow Logic to Search/Loop Down Tree of Children Accounts

I want to thank anyone in advance for anything they can contribute to this issue I've run into. My goal is to dispatch email's when an Opportunity stage changes. The email's need to dispatch to the ...
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1answer
22 views

Managing duplicates with Flow

I have a challenge here that I'm keen to find a declarative solution for and so far it has me stumped. Multiple duplicate Leads are being generated by the API (we are allowing it) so that we capture ...
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1answer
49 views

Handling errors in the Flows

I have a simple flow which jsut updates the record. But when updating the records if it fails the users were getting unhandled error exception. Like below An unhandled fault has occurred in this flow ...
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1answer
195 views

Record Choice Sets in Flow

I have a lookup field that needs to be updated using the update record screen in flow builder. I need to filter out some records from the lookup field in the input screen. For example, the lookup ...
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1answer
47 views

User/Profile access to Organization fields (IsSandbox) in Flow

I have a Flow that checks the Organization field "isSandbox" to determine whether or not to email a test address or a real address. However, when logged in as a non-admin user, this field is ...
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50 views

Determining if Lead is in Sales Cadence in flow

I have leads that I would like to automatically assign to a cadence if they aren't in one or reassign the cadence if they already in one. My stumbling block is determining if the lead is currently in ...
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32 views

Visualforce page parameters not passing to flow in lightning

I'm converting a group of users to lightning that users an older process that users visualforce and flows among other things. Currently, the process is as follows: • User clicks "Create ...
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1answer
277 views

Lookup user field in flow is not working with Record Id value populated

In my scratch org I have a flow to create opportunity and also set owner Id using a custom lookup field. This lookup field works fine (and searches users) when no value is provided to 'Record Id' ...
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1answer
444 views

Flow not updating new record field values although debug says assignment fields have values

I have a simple flow that gets the leads and updates them with borrower and applicant values from Applicant object. As per debug logs, the Flow value assignment is successful and values are populated. ...
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107 views

The flow failed to access the value for caseRecord.Account.FirstName because it hasn't been set or assigned

I am getting this error in Salesforce Flow. The flow failed to access the value for caseRecord.Account.FirstName because it hasn't been set or assigned. Field description is as below. caseRecord : ...
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2answers
272 views

How to make page layout dynamic based on dependent picklist fields?

I have a scenario that based on few dependant picklist fields, the page layout/fields in the page layout gets changed. Is it possible to do it using any declarative method or dynamic forms or flows or ...
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31 views

Screen flow: Dependent Picklist element fails when 3 picklists are defined

I have a screen flow with a Dependent Picklist element. It has three dependent picklist fields from a custom object. The fields are Class < Section < Subsection. I am using the picklist ...
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84 views

Flow Trigger Framework

We have various Apex trigger framework resource available. It's great. Now Salesforce launches trigger capabilities within beloved Lightning flows. If somebody has to migrate his/her Apex trigger to ...
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1answer
124 views

Screen Flow Time Component

Is there a time only input component for screen flows? I could only find a Date and Date & Time components. Is there a way to add to a Flow screen an input field with only time selection?
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2answers
377 views

How to add a decision element for a file upload in a FLOW to check whether the file was uploaded successfully

I am trying to display a finish screen after a file upload which should be displayed only if the file upload was a success, so need to add a decision element.I tried using a text collection variable ...
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1answer
98 views

Lead Lookup in a simple Screen Flow

I'm totally new to Flows. I'm trying to design a simple screen flow, that allows me to select a Lead and then delete it, along with associated Custom Object records in one go. As of now, I need to ...
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87 views

Immediate Action posts a Chatter on Opportunity, whereas the Scheduled Actions set are not posting the Chatter when Criteria is met

There are 2 issues I am facing. Can someone please let me know what I am missing? I have Built a Process to Post a Chatter on an Opportunity, when it is in a specified Stage. I have Scheduled Actions ...
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1answer
203 views

Setting value of an apex defined variable present in a flow from an aura component

I am trying to launch a flow from an aura component. In the flow, I have an apex variable of type "Apex-Defined Collection variable". How to set the value of this variable from the aura ...
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2answers
926 views

Property 'storeOutputAutomatically' not valid in version 48.0

I am trying to deploy a flow to a sandbox and I am getting the error Property 'storeOutputAutomatically' not valid in version 48.0 The sourceApiVersion specified in my sfdx-project.json file is 48.0....
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1answer
248 views

Process builder and flow resulting in recursion

Currently, in the process builder if you create a process and invoke a flow that will update multiple records for the same object, the process is again triggered for the records it updates, since the ...
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0answers
61 views

UserRecordAccess query not returning any results

I am calling a apex method from lightning flow. Inside method, I am trying to query UserRecordAccess as below : SELECT RecordId, HasReadAccess FROM UserRecordAccess WHERE UserId=:'005xxxxxxxxxxxxxx' ...
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168 views

Is it possible to divide records processed in Flows in multiple batches

I have a flow that creates Opportunity records, we receive CPU time limit if we have too many records. The flow is already bulkified. The solution I'm thinking is placing a pause logic based on ...
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1answer
116 views

Making a callout To Marketing cloud from Service Cloud External Services

I have been trying to invoke Marketing Cloud Transactional API from Salesforce Service cloud. I saw there is a Marketing Cloud Open API Spec for Transactional Messaging: https://sforce.co/2GuuYMn and ...
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1answer
171 views

Flows metadata that Bypass User Permissions (SFDX)

In Summer 20, we have a possibility of define a "Run mode" of a Visual Flow, to run avoiding user permission, as we can see on this link: Run Flows That Bypass User Permissions. But when you ...
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1answer
345 views

How to check if a records exists for a date range in Flows

I have a flow to "Add a Reservation" from Account. The user needs to select the site (Lookup to Account - type site), Asset (Room) and enter the start and end date of the reservation. I am ...
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1answer
30 views

Lookup field to not hide inside flow screen

How can I fix this issue? Flow screen is hiding the search results and user has to scroll to find a value or to create a record as "New Account" is the last option. I tried z-index and ...
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83 views

Assign Multi-Picklist value to screen Flow

Lightning Flows: I have a requirement to read Multi-pick list field values in an object based on a criteria and assign the same to Multi-pick list field on a 'screen'. I know this is not straight ...
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11 views

Subflow Clearing Record Variable Assignments

I have a screen flow that starts with a screen that prompts the user for address data using "Address Picker Autocomplete for Flow" from the app exchange. This maps the values to a record ...
4
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1answer
2k views

Embed a Flow in a lightning web Component

Is there a way in LWC, to call flow from web components. I have a task where I need to add flow into Global action traditionally its not possible with salesforce out-of-box functionality. I'm able to ...
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971 views

List View Button to Launch Salesforce Flow?

I need to create a custom List view button that launches a Flow to update records. Is it possible to distribute a Flow via Custom List View button?
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1answer
254 views

FlowRecordRelation object is fetching blank records

I have a process builder named inbound leads that will fire while creating marketing leads and i have included a time trigger within this process that will fire a flow to send an email to different ...
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1answer
643 views

Can we query child to parent record fields in a Lightning Flow in getRecordS

I have requirement to get all contacts where account name is a particular value. How can i do it in GetRecord in Lightning Flow?
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0answers
191 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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2answers
2k views

Salesforce flows picklist with blank option and mandatory and validation

I need to make a picklist mandatory in flows. Please help me to know what i might be doing wrong. I have a picklist element in flow and on-screen load the picklist field was getting defaulted to the ...
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1answer
367 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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