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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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Screen Lightning Flow, Look Up a Record By Name in a Text Field

Is there a way (without a Lightning Component), to insert a Text Box that Does a Look Up for a record, like in the Product Fields that you get all the options for possible products, or in any Account ...
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16 views

Autolaunched flow stopped sending fault emails when triggered via Process Builder

I have a Process in Process Builder that triggers an autolaunched Flow and passes it a Record id. Normally, when the Flow triggered by the Process fails, I would receive two emails: One from the ...
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1answer
20 views

Lightning Flow from a Case

I've created a simple Lightning Flow that shows just one screen. That screen includes a Lightning component with one input field. (This is a very simple test case.) Then, from the Case object, I ...
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12 views

Display Records(Data) in Visual Flow to add a criteria (right side)in decision box

I know we can create sObject variable and sObject collection variable and use that to check for a value(right hand side) in decision box but looping on them.is there a way to display the value in the ...
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1answer
23 views

Not being able to access Flow variable in Apex class

I am trying to create a flow which creates an account record and then navigates to the newly created record detail page VF Code <apex:page Controller="AccFlowController" TabStyle="Account"> &...
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1answer
28 views

Lightning component flow custom validation error message

I'm following the instructions here to create custom validation for a Lightning Component in my Flow: Available For Flow Screens Custom Validation Salesforce validates each flow screen when ...
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1answer
14 views

How can I dynamically assign newly created users to different chatter groups without hardcoding chatter group ids?

How can I dynamically assign newly created users to different chatter groups based on the market of the users using process builder without hard coding chatter group ids? As of now I have used process ...
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2answers
26 views

How to pass parameter to flow launched from Quick Action

I have created a quick action in account and launched a flow. I need to get account id in that flow. Is there anyway to achieve this? Currently I implemented with a custom url button and passed ...
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1answer
16 views

Can a flow action be packaged?

This may sound simple but I'm trying to understand if a flow action or lightning component be part of a managed package? The idea is to call these flow components from process builder or cloud flow ...
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1answer
39 views

Supply sObject record to process builder flow via REST API

I'm trying to invoke a custom flow (built via process builder) via REST API. The process begins with a contact record, This process starts when another process invokes it. Select an object ...
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1answer
11 views

Choice in flow not accepting selection

I have a very simple flow - it shows contacts filtered by one field. The dynamic choice is displayed using radio buttons (drop down shows the same behaviour). When I choose an option and click on next,...
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1answer
23 views

Getting User custom permission in Visual Flow

I need to check if the running user has a specific custom permission in their profile within my flow logic. How can I check that?
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1answer
34 views

Query All Opportunities With the Same Owner ID

I am working on something I thought would be pretty easy. My Idea was to calculate the win rate of the opportunity owner and display it in a field on the opportunity record. My first thought was an ...
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21 views

Process Builder condition returning false but when I query the record, it should be true

I have a Process Builder which runs on Case object and creates a record of another object (Invoice). This is running fine. I have another Process Builder which runs on Invoice record creation and is ...
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1answer
28 views

Detect if record is new from Flow Designer

Is it possible to detect if a record, from a custom object, is new within the Flow Designer? I have a process which executes an autolaunched flow and passes in the record id. I then do a record ...
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1answer
17 views

Resuming Flow after Invocable Future Method

Is there a way to resume a Flow after an @Future Apex method is completed? Right now I have an arbitrary Wait element but that's a hack workaround and not reliable of course. Cross posted in ...
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1answer
47 views

How to invoke a flow/trigger if a user fails login attempt?

What Needs to Happen: When a user logs into the org, we perceive the attempt as either Successful (correct password), Failed (incorrect password), or Other. If the user fails the login attempt, a User ...
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0answers
22 views

What determines speed of Record Update on Flow

This is more of a general curiosity question than a problem, but my Record update in a Flow is working slowly (takes a few refreshes to see the change). I'm used to using Apex and seeing the change ...
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0answers
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having issue with flow

I m trying to delete the case records once they meet below condition in Flow. Origin = Client Login AND Created Date = Greater than 24 hours Now for created date i am using : 1. Field : Created Date ...
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How to properly report an error from InvokableAction

I'm creating an InvokableAction that should be ran as a part of the flow. This action has two string inputs, but one of them must accept only one of the three specific values. As far as I know, I can'...
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How to fix visibility in a visual flow of 2 arrows for 2 steps?

I have a loop, that the first step (a decision step) in the loop returns back to it. The decision step may return back to the first loop step However, when both arrows exist, the text is overlapping....
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1answer
40 views

How can I figure out which branch of a Process Builder/Flow relates to the Current Element 'myWait_myRule_20'

The Flow setup page contains a list of Paused and Waiting Interviews One of the columns is Current Element for example: myWait_myRule_20 How can I match that to a branch of the Process?
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0answers
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How to get process/flow property values when in Salesforce Process Builder

Is it possible to get any of the values for these Process/Flow properties: Flow Version Current Flow Version Flow Interview Guid Interview Id Flow Name (i.e. 00002463) From within Process Builder? ...
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1answer
23 views

Error ID when running Flow for bulk processing

I am attempting to run a Flow Loop through a very large collection of records and keep getting an error whose only description is "FLOW_INTERVIEW_LIMIT_EXCEEDED". I wasn't sure if it was too many ...
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44 views

Flow (INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY)

I have a flow that creates a Lead, Sales Task, Campaign Member Record and a Note. When logged in as an Administrator the flow works perfectly fine. (See below image) When I log in as the User to test ...
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17 views

Creating a flow to redirect a user to a custom error page

Is it possible to use flows to direct users to a custom error page and away from Salesforce's standard error pages (example shown below).
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1answer
77 views

Calling Flow from Lightning Quick Action

I'm trying to call a flow from a lightning action on the opportunity object. The flow is called from a button in classic, but buttons do not appear in lightning. A URL hack of that button allows me to ...
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1answer
10 views

flow adding Opportunity getting Contract ID: id value of incorrect type

I have a flow were I look up the contact id and save it in a var.(see below) RECORD QUERY: Find_Contact Find one Contact record where: AccountId Equals {!varAccountId} (0012a00000ODWjeAAH) ...
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Flow interview fails with “cannot update sObject without Id” error, even though record is retrieved by its Id

I have some flows that in which we are getting the error in the title. The flow fails with the message stating that the record cannot be saved because its Id was not specified. The problem happens in ...
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1answer
38 views

Looping Flow Error

Here's my Flow: enter image description here & here's my Error: Error element myRule_1_A1 (FlowRecordUpdate). The flow tried to update these records: null. This error occurred: LIMIT_EXCEEDED: ...
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1answer
44 views

How to add a Flow button to a Lightning Highlights Panel?

We have created a flow and a Flow action button. We'd like to add the button to the Lightning Highlights Panel on a case detail page. However, despite adding the button to the page layout in the ...
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1answer
23 views

List View Action not visible to Community Users

Problem 1: I have created a new custom Lightning Action which will run a flow. I have edited the relevant object's List View search layout so that the new Action is selected to display in list views. ...
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0answers
17 views

Auto generate related record with Flow

I have 2 custom objects: (example) Cookies ( Name, Type(picklist),Description, Country production) Nutritional values (Name, Description, Related field (Cookie)) When I created a new cookie record ...
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172 views

Winter 19 Flow Dependent Picklist Error

When using the Flowscreen lightning component for Dependent picklists I am encountering an error. The components is configured: Object API Name - the object where the picklists reside Picklist 2 API ...
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26 views

How to using a Flow to set a user's profile picture?

I am using the forceContent:fileUpload component to upload a profile picture in a VisualFlow. I would like to set the the uploaded image as the user's profile picture as shown in a Lightning community....
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Flow: How do I pass the Id of the current record to Flow?

I am calling this flow from the field service mobile App. This flow will update the custom fields on the current record. Pre-requisite: The flow need to be saved as a Mobile Flow. 1) In the flow ...
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25 views

Run flow in APEX class

I've created a list button for cases, and I´ve included it in accounts related lists. The button has a visualforce page as its content resource, where I run my flow for creating a new Case. The idea ...
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1answer
12 views

Visual Flow to edit multiple lines

We are currently having issues with the standard Salesforce data entry of OrderProducts (OrderItem). We have a Screen Flow that is used to populate 10-200 line items at a time with shared values, but ...
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23 views

Visual Flow errors when creating more than 100 records

I have created a flow that creates an event, tables, and seats all related to each other. If it needs to create more than 100 the flow will error. Could I get some help to fix this please? I need to ...
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2answers
39 views

Flow sObject type 'OrgWideEmailAddress' is not supported

Trying to get a flow to send emails using the OrgWideEmailAddress for that profile. So I created a record lookup to search for the OrgWideEmailAddress, using (for now) a string to match the name. I ...
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0answers
17 views

Create EmailMessage Activity from Flow HTML Email

I have a flow that sends an Email Alert (so that I can use a specific template). Unfortunately after the email is sent their is no activity history of this action, naturally I want to populate and ...
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0answers
19 views

Cannot push new flow version or update current version

I am using egit with eclipse, using metadata api I refreshed the flow folder in force.com ide where I was able to see new version of flow that was created. In the this environment, where I edited ...
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1answer
35 views

How to create a flow that runs through each contact on the task, and adds them to the campaign members [closed]

Business requirement A process that starts a flow A flow that runs through each contact on the task, and adds them to the campaign. Campaign Members created in this way should have their own special ...
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1answer
20 views

As part of Default Outcome, go to next element of the loop

Want to the default outcome of the decision to iterate to the next item of the Loop Variable but it moves to the end of loop. Kindly correct me on what I'm doing wrong here.
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1answer
32 views

Calling Flow From Detail Page Button

I have (hopefully) a simple problem. I am calling a flow from a Detail Page Button: /flow/Send_Message?objectId={!Account.Id} Send_Message flow starts on a Screen block. The Screen has two String ...
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1answer
20 views

Counting Archived Tasks in a Flow

I have a flow that counts certain tasks based on their subject line. I am assuming that when the tasks are archived the flow will no longer count them via a fast lookup. Does anyone know of a ...
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2answers
28 views

Finish Button on Flow reloads iFrame holding VF Flow Component

I have maxed out the number of console components I can utilize on a page layout (8). I currently use the flows in custom console component tabs. To workaround this limitation, I have created tabs ...
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0answers
20 views

Process Builder scheduled action creating unwanted duplicate flow interviews if new flow version is deployed

I am having some flow interview records with scheduled actions for flow version 1 in my org. Now if I deploy flow version 2 I can still see flow interviews for version 1. That's fine...! Now I ...
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0answers
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Flow designer kept freezing, created Assignments in metadata, concerns

I had a massive flow to create and the editor kept freezing, so I downloaded the flow metadata into eclipse and worked on it there. Other people are working on this flow too. I created the assignment ...
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1answer
38 views

Get Size of Collections in Flow

I was excited to see an idea I was about to post, already delivered (rare happenstance with me and Salesforce), but apparently the release notes just link to the ideas page that says it was delivered ...