Questions tagged [visual-flows]

Commonly referred as visual workflows.

95 questions with no upvoted or accepted answers
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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 ...
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1answer
21 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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429 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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0answers
129 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 ...
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0answers
480 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 ...
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0answers
235 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
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1answer
768 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 ...
2
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0answers
895 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
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0answers
448 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 ...
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0answers
32 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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1answer
595 views

How to concatenate two fields together in a Salesforce Flow Formula element?

I am trying to concatenate two field values together in a formula resource in Salesforce Flow however, despite seeming trivial, I can't get the syntax right to show the correct output. I have tried ...
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79 views

Lightning Out Flow

I am trying to Render Lightning Flow Runtime in a Visualforce Page. Lightning out app Code: Visual Force Page Code: var ...
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0answers
158 views

Run a Autolaunched Flow created with the new (winter '20) schedule option

I have a flow as described in the title, created with this feature. If I click on the 'Run' button i receive the following error: The flow failed to start because the provided values were not valid: ...
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0answers
18 views

How to Customize my Lightning Flow Called From Lightning component

When i give an managed package to customers i should give them the flexibility to create a new lightning flow with 'n' number of inputs and 'n' number of outputs and allow them to fill the flow name ...
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0answers
68 views

Flow - Create unique set of records

Scenario: Asset is related to Account (Each Asset has an Account) Log is related to Account (Each Log has a Account) When an Account is updated(a certain field), I want to create a Log record. If ...
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0answers
212 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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1answer
328 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
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1answer
241 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
180 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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0answers
19 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
576 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
18 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
64 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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0answers
75 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
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1answer
126 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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0answers
1k 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
310 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
240 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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0answers
28 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
366 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
661 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
276 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
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1answer
372 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
181 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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15 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
21 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' ...
0
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1answer
17 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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0answers
21 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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0answers
7 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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0answers
27 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
29 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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0answers
20 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
29 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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1answer
33 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
32 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 ...
0
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1answer
49 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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0answers
24 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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0answers
9 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 ...
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197 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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0answers
28 views

Refresh custom lightning component data on flow completion

I have a Opportunity Record detail page. I have a flow screen on a detail tab. There is a custom lightning component, under the same tab as well. My requirement is that, the lightning component ...