Questions tagged [visual-flows]

Commonly referred as visual workflows.

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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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1answer
428 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 ...
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1answer
625 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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1answer
162 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
357 views

Auto Task Creation

I have created Flows and Process builder process for renewal opportunities, where renewal opportunities are created 1 year from the close date of current opportunities. Now business user requirement ...
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2answers
472 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 ...
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63 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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0answers
91 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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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 ...
2
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1answer
168 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 ...
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0answers
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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0answers
303 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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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<...
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0answers
56 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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1answer
207 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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0answers
94 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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1answer
232 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 ...
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1answer
74 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
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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2answers
635 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 ...
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1answer
58 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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0answers
72 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. ...
2
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1answer
190 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
193 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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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
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
94 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 ...
0
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1answer
266 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
211 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 ...
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1answer
483 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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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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0answers
86 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 ...
0
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1answer
182 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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1answer
188 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.
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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 ...
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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 ...
4
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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 ...
0
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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
774 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
108 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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2answers
922 views

Flow exception, but flow is not visible in setup

I encounter Flow error when trying to Insert record in test class: System.DmlException: Insert failed. First exception on row 0; first error: CANNOT_EXECUTE_FLOW_TRIGGER, The record couldn’t be ...
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0answers
403 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 ...
7
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1answer
383 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 ...
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2answers
996 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 ...
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1answer
132 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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0answers
102 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); ...
0
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1answer
170 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 ...
2
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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 ...
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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 ...
1
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1answer
67 views

Apex Managed Sharing using visual flow

I was trying to implement a custom record sharing logic and so I wrote a trigger to achieve it. Now I just came across a blog where it is written that this can be avoided by using a visual flow and ...