Questions tagged [visual-workflow]

Visual Workflow allows administrators to build applications, known as flows, that guide users through screens for collecting and updating data. For example, you can use Visual Workflow to script calls for a customer support center or to generate real-time quotes for a sales organization.

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Getting Duplicate Opportunities Created in a Flow

Hello Salesforce StackExchange Community, Background: Our company just implemented a new Flow that was created from a 3rd party company which we no longer have access to. Our company makes an app and ...
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When should I use Free-Form vs Auto-Layout in the Salesforce Flow Builder

What are some of the main use cases for each of the Salesforce Flow Builder's Auto-Layout and Free-Form?
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Parsing out information from a description field

I am trying to parse out a company name from an email domain. Right now we are using email to case. We are using that process to trigger a flow to create a record on another object. The email is ...
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The formula expression is invalid: Incorrect number of parameters for function 'IF()'. Expected 3, received 2

Receiving an error when trying to save the below formula. The requirement is that if the first variable is empty, to retrieve the value for the second variable. IF({!var_EmailAddress_1} = "",...
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Survey TEmplates

How can we call Survey Templates in Flows ??? I have created a survey Template in Survey Object and created a Flow in flowBuilder and tried to call the Survey Template in flows it is not working.
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Packaging org removes Namespace prefix from element references of packaged Flows

We're developing a 1st generation managed package that includes Flows triggered by a Custom Object insertion. Previously we've been using Ant Migration Tool to deploy/retrieve metadata to our ...
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Cannot find apex-defined data type class in flow

I am having an issue. I need to use the any data type in my apex class to use in my salesforce flow. However with the following code, I cannot find the apex class in the flow builder when creating the ...
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Passing input variables to Salesforce Scheduler Inbound Guest User flow hosted in a website

I've implemented and modified Salesforce Inbound Guest User Flow to accomplish the business requirements following this guide: https://goravseth.com/using-flows-as-a-form-tool-for-external-users ...
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How do I stop a Scheduled Flow from sending Email Alerts even after it is de-activated?

I created a scheduled flow that was supposed to fire twice a year and send an email reminder alert to all staff about all their incomplete task for the year. Unfortunately something went wrong and the ...
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Flow: If Checkbox on Contact is checked, then allow user to populate information on contact related list Object (Child Object)

very new to Flows. I am trying to come up with a solution for this problem: If Checkbox is checked on Contact object, then and only then user can populate (click new) on the child object, which is ...
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Flow Decision Condition is failing

I have a custom Object Request__c These are the fields on the Request__c record Account_Executive__c (lookup to Contact record) Central_Services__c (lookup to Contact record) Opportunity__c ...
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Can I use exclusively declarative automation to merge records?

I am working to build an automated process that will find two records that meet a set of criteria and merge the two records. It seems like in a perfect world, there would be a pink "Merge records&...
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Prepopulating company name in Lead object

I want to prepopulate the Company field in the Lead object. The idea here is that I don't want a Company Name in my Leads ie the Account object is not necessary for me. Now, as you know the company ...
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Flow error when trying to call action that navigates to record detail page. Can someone help me with this?

detailPageNavigation.cmp <aura:component implements="force:lightningQuickAction, lightning:availableForFlowActions, lightning:availableForFlowScreens"> <aura:attribute name="...
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Apex Class CallOut

I'd like to apologize in advance as I'm quite new to writing APEX Classes / Triggers. I've followed a tutoriel of which the aim is to POST a comment to an external system, in this case it's Jira. I ...
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Is there a design pattern for structuring Record Triggered Flows?

Whilst reviewing The Ultimate Guide to Flow Best Practices and Standards from Salesforce, I saw no mention of any design patterns or best practices on how to handle structuring Record Triggered Flows ...
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Using Einstein OCR in a Flow

I would like to convert image to text (Einstein OCR) I saw in the tutorial https://www.youtube.com/watch?v=mI1pSYw3VXU that we can make the curl request to analyze the image in LWC My boss asks me to ...
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How to pass more than one parameter for Invocable Methods with using flow

@InvocableMethod annotation is not allowing to pass two parameters. i want to pass parameter in my rest api can any one plz tell me where i need to do changes in my code here my code public class ...
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How to use flowArguments to pass values from a Digital Experience page into a flow?

I had a flow that has this input variable: <variables> <name>PolicyName</name> <dataType>String</dataType> <isCollection>false</isCollection> &...
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Omni Flow not storing Skill Requirements Collection Variable

I'm trying to use Skill-Based Routing to route Chats in my Org. It seems my options to do this are to 1) use a Visualforce Pre chat form page that stores Chat Transcript record information that then ...
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Flow to populated text field on child record based on the text field on parent record

The flow is not updating the field value on child based on the field value on parent. Schema looks like this - Object: Schedule__c Title__Id (Text Field) Title__c (Look up to Title__c ...
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Generate a contract number

I am working on a flow to generate a grant contract number when each time a grant contract is created. For each record type there is a different starting number Grant Record Type starting Number ...
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Record Triggered flow not working , Error with debug

I need the clarification for the below one. Here I tried to create a "Record Triggered flow" for the below scenario with Case and email message objects. But its does not triggering properly ...
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5 votes
1 answer
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Summer 22 v55.0 Flow Deployment Error

A Flow metadata deployment to a Summer 22 (v55.0) org causes an error: {!FlowScreenFieldName} (Screen Component) - Because the "{!FlowScreenFieldName}" screen field on the "{!...
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Way to generate contract numbers while creation according to a particular format

Is there a way to generate a contract number while creating a contract such that If the Contract created on "july 3rd 2022" then Starting number will be 2300010 If the Contract created on &...
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Get Base URL of Org that is hosting Experience Cloud Site

I am running a flow in our experience site that creates a custom object record called "Support Ticket". I want to generate a link upon record creation that the user can click to navigate to ...
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Flow - Update picklist with label value, not API name

I have a flow that is comparing the value of a text field (BillingCountry) to a picklist (Billing_Country_Name__C). If the text input is a valid Country picklist value, the flow should update the ...
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Deployment of Flow with Formula Entry Condition

I have created a Record triggered flow that is after create or update. My flow is using the new Entry Condition of "Formula Evaluates to True" as shown below and is API Version 55. I am ...
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Record trigger flow not working for case and email message object

I have working to convert the workflows into flow for the below scenario with Case and email message objects. But its does not triggering properly and am not get the result. Am not sure where the ...
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Flow deployment error in Copado "you must specify a record filter or a formula"

I have a very simple Record Triggered flow. When deploying a flow using Copado I am getting an error Because All Conditions are Met or Any Conditions are Met is specified, you must specify a record ...
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How to assign string value for each element in a collection variable to different screen elements in screen flow?

I am getting List from an invocable method in flow. I have created a collection variable to store the values but I am not sure how to assign value of each element in collection to screen elements ...
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Notify owner when opportunity stage wasn't changed for more than 100 days

I'm an experienced user with the flows and workflows but got stuck with this problem. Basically, I want to notify opportunity owner when the stage wasn't change for too long. Let's say I got stages ...
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Salesforce Flow Limitations - Loop vs Batch Records

I have recently been digging into salesforce flows. I created quite a large flow (basically a series of subflows). It all worked as expected, and was based on when one of my objects was created or ...
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Data Transformation from mutli-select picklist to array of number in a flow

I have a multi-select picklist field that I need to transform to an array of number to use in a API. How can I do this in a Flow? Thanks Amandine
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Record triggered flow not working for email message and case object to update the owner ID

I have working to convert the workflow into flow for the below scenario. But Am not sure, Why its not triggering, where I done the mistakes and why its hanging to trigger the flow. Please see the ...
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Formula within a flow - loads of 2 part IF statements - must be a better way of doing this

I'm new here but the questions and answers here have helped me before so thought I'd try posting. I'm trying to use a boolean formula that will be referenced in a flow. The idea is to update a ...
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Record Triggered Flow trying to create duplicate records

I have a record triggered flow that needs to create related records if they do not already exist. However, once the record is created, if other records in the transaction would have triggered a create ...
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How to update the fields in Case object once sent the email from email message

I have working to convert the workflow into flow. But am stuck with connecting the parent and child objects which was email and case on while creating the flow. Am not aware how to connect these two ...
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3 answers
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The formula expression is invalid: Field Existing_Contact_Loop is a picklist field. Picklist fields are only supported in certain functions

I am updating an assignment node by adding a formula for the Premise County field but since the field is a Picklist, I am getting the below error: IF( not(isblank({!Existing_Contact_Loop....
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3 votes
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External Service in a Managed Package Doesn't Work in Subscriber Orgs

I'm developing an api integration feature from Salesforce to an external web service in a managed package using External Service, Named Credential and Flow. The feature works in a packaging org but ...
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How to connect Email message and Case object through in Flow

I working to convert the workflow to flow. But am stuck with connecting the parent and child objects which was email and case on while creating the flow. Am not aware how to connect these two objects ...
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4 votes
1 answer
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Flow -> Apex -> Salesforce REST API: why "Unauthorized endpoint"?

I have an Apex class that calls into Salesforce using a new HttpRequest(). When I call that Apex from Anon Apex, it works fine. But when I call it from a Flow I am testing in FlowBuilder, it complains ...
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ODBC connector run method in DB [closed]

I have a record in the SF and I want to upload the data to an external database using the flow and ODBC connector. To create records in the external database, we must first generate an id in the ...
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Record Triggered Flow Scheduled action is not working [closed]

I have created one Record Triggered flow where one scheduled path is created. On this scheduled path, we are triggering one email alert after 24 hours. Steps to trigger this Flow: Step1: We have one ...
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Use Salesforce Flow to check for a certain phone number format

As the title states I'm trying to check if my phone numbers are suitable to be converted to standard format (US only). Specifically, I want all 10 digit phone numbers that do not start with 1 and all ...
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1 vote
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Fault connector not called on Delete using flow

I have a flow to delete the account relationship records when a parent account field is removed from an account. The problem is it throws an exception when there are no records. I can solve this by ...
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Trigger when Service appointment is scheduled via Dispatcher Console

I would like to trigger an action (flow or APEX trigger) when Service Appointment is scheduled via Dispatcher console using drag-and-drop. The trigger shouldn't run when the Service Appointment is ...
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Test if a Time field value changed in flow decision... causing exception

I ran into an issue with a flow who stopped with an error, giving no more details than : UNKNOWN_EXCEPTION: An unexpected error occurred. Please include this ErrorId if you contact support: ...
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After Displaying Alert on Field Change reset the checkbox

Use Case: When the user changes values on some fields on Opportunity record, Alert/Warn the User. My issue: I am not able to reset the checkbox so that the Alert Pop up does not show everytime the ...
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2 answers
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Change the format of all Contacts phone numbers to 1234567891

Some of the phone numbers of Contacts are formatted as (123) 456-7891 I need to change the format of all phone numbers to 1234567891. I don't want to create another formula field that contains the ...
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