Questions tagged [visual-flows]

Commonly referred as visual workflows.

92 questions with no upvoted or accepted answers
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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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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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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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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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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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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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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 ...
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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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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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1answer
219 views

Picklist choice for flow

I have a field that stores comma separated values. We ask users in a free form text (string field) to add fruits they like, for example: Apple, Banana, Pineapple, Mango, etc. On the flow screen, we ...
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230 views

Flow finish behavior - flow called by custom URL button

I have a Visual Flow that is triggered by a Button on a record. The flow sends an email notification and posts to chatter (without requiring any user input). When the flow is finished I just want ...
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169 views

Prepopulating lookup field on flow

I need some help with a flow which I have developed to create a survey (custom object) record. This flow is being launched from an action button on a party event custom object. The idea is to capture ...
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1answer
201 views

Displaying created case numbers on screen flow?

I have a screen flow used to create cases to the trading department. The flow functions as it should, however on the final screen, I want to give a reference to the case numbers that were created. I'...
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15 views

Unable to get Flow Formula References In Salesforce

Trying to replicate Condition 1 in by adding new condition but couldn't see any reference after myVariable.Current.CreatedyBy.
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1answer
34 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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153 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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1answer
3k 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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133 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
100 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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310 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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918 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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96 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
186 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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84 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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95 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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75 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
77 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
76 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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131 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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49 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
94 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
136 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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176 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
106 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
70 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
55 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
274 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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1answer
2k views

How can I send an email via Visual Flow that includes a record link?

I am fairly new to Flows and am working through a flow that sends an auto-notification email from a task, but rather than use an existing email alert to send the email, I am trying to build it within ...

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