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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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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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13 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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18 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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20 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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6 views

Upload File in flow embed on VF [on hold]

I have a Flow that will upload a file then the flow was run in lightning and I embed it on Vf. When I test to upload a file and it doesn't work and there is no popup modal.
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13 views

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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20 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
10 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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15 views

Automate the creation of assets when an opportunity is closed/won [on hold]

When this opportunity = "Closed Won" the flow has to Create all the assets where Opportunity Type = Frame has to be set to asset level 1 and Opportunity Type = Component has to be asset level 2 So we ...
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17 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
23 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
10 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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17 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
33 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
8 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
23 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
14 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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0answers
20 views

Cannot stop flow or process builder from firing based on the ID of the person creating the record

enter image description hereI've tried formulas and conditions in process builder as well as decision elements in the flow, but cannot get them to not fire based on who created the record. I am ...
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2answers
13 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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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
8 views

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 ...
3
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1answer
35 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 ...
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2answers
17 views

Is it possible to loop through user input in a visual flow?

So if I have a textbox where the user can input account number (ex. 123,456,789), can I get the flow to separate the input by comma and find those accounts and update them? If so, can someone help me ...
3
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1answer
35 views

Aura Attribute of Type Object is Supported in Flows?

I am working on a Flow Screen and trying to assign a value to a lightning component attribute from a variable in the flow. The flow screen allows me to select the lightning component but it doesn't ...
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25 views

Passing data between lightning component in a Flow?

I am trying to wrap a few lightning components into a Flow - the components as is works just fine, data is passed correctly. However, if I try to add the components "step-wise" into a flow after using ...
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1answer
29 views

Error Occurred During Flow Emails

How do I tell Salesforce to send 'Error Occurred During Flow' emails to specific Users?
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3answers
84 views

Use System.Assert on Declarative Features

I hope this is not a foolish question but would there be any value to writing test classes for Flows and Process Builder? Not to check code coverage but to use assertions. I am starting to get better ...
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0answers
10 views

Visual Flow Collection Variables

I am looking for help with Visual Flows. I am trying to take the values stored in a custom object (template ID and Response) and then based on the value in templateID, assign the response to a ...
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0answers
15 views

Can a Flow “know” the specific Quick Action that called it?

I'm hoping to create one flow and have two different Quick Action call it. Wondering if it's possible for the flow to "know" which Quick Action initiated it so that we can build in some decision ...
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15 views

Kick off a flow based on user action (button click)

Does anyone know how I can have a Flow triggered based on a user's action (clicking a save button)? I want a Flow to trigger, which pops up and asks the user a question and then updates some records ...
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0answers
15 views

Unable to Retrieve Flow Variable Value in Visualforce Extension

I'm attempting to set a FinishLocation on flow embedded VF page, where the location is set to the ID of the newly created record. My goal is to deliver the user to their new record once the flow has ...
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0answers
10 views

Sending Emails to multiple users, including flow user with the Flow Send Email Element

I've created a visual workflow with a send email step that sends an email once the flow is done. I am wanting to send this email to two people separating the emails by comma, one is one user that ...
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42 views

Trying to get Guided Action Flow Progress Indicator working!

Trying to get Guided Action Flow Progress Indicator working! I have a flow with three screens and three stage: Name DOB Address Guided Actions Cmp shows the progress path, however moving between ...
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2answers
42 views

Deleting a record when the total number of records is 50000

I want to delete the last "oldest" record from an sObject, when the total number of records is 50000. I tried to do this with process builder, which calls a flow. But it seems that flow can’t handle ...
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15 views

flow calling Apex not working

It is related to Flow calling Apex, can't pass Collection Variable I have same problem. Invocable method allow only list but flow doesn't allow collection as input. If its ok to pass string to ...
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57 views

Are Visual Workflows/ Process Builder based on Apex?

What technology is behind Visual Workflows/ Process Builder? See salesforce.com/video/303091, fwd to 38:28... per Josh Kaplan, none of the declarative tools compile into java bytecode instructions. ...
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1answer
43 views

Test Class for generic Flow Utility not tied to a specific Flow definition

I've created an Apex utility (invocable) which takes a record Id and searches for existing paused/waiting Flow interviews. That is, given a RelatedRecordId, it queries for FlowRecordRelation records, ...
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Visual Flow - help with first implementation needing Contact lookup

I'm a new admin and have not created a flow before. I'm struggling to get started on setting up this new Flow, which I believe is a fairly basic use case. I get all the basics and I've poked around ...
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26 views

Submitting Records for Approval Process with Visual Flow(Lightning Page)

I am trying to submit approval process through Flow, The intention is to request the user to fill the required fields before submitting for approval. I was referring the blog below blog content on ...
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Is there a way to customize CSS Flow files?

Mornin' u all. As the title said, is there a way to custumize css flow file or deceive it in some way? I want to change from this : (Note the white bar above the progress indicator) To this one, ...
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1answer
25 views

“Select a flow of type Flow”

I have created the current flow The only step it has is running an apex class. I am trying to add this flow to a login flow, and I am receiving the following error: Why do I get this error? How do ...
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0answers
46 views

java.lang.String cannot be cast to moduleapi.interaction.DateOnly

So, when i save as default value ( {!ContattoSelezionato.Data_Nascita__c} ) in a 'Date' variable on the flow and try to print it as a string using 'TEXT(...)' i run into this issue 'java.lang.String ...
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34 views

workflow rule to send an email alert if clicking the Escalation(Event)

I'm trying to build a workflow rule to send an email alert if clicking the Escalation(Event). I haven't found an easy way to do this using workflow rules and may need a formula. Anyone know of a ...
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0answers
45 views

Lightning runtime error while redirecting the page through local action

I am trying to redirect/refresh lightning standard page after 'Submitting For Approval'. Here is my approach: Created a Flow on Case for approval process. Created a visual force page to set the flow ...
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13 views

Flow won't be able to redirect to a page after a valid decision

I customized the login flow and expect a user could be redirected to the community home page after passing the verification. However, from the flow designer, there's nothing that we could do after a ...
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1answer
24 views

Close Current Tab From Flow

I have a button on the case object that calls a flow via URL and the flow calls a class to update the cases OwnerID. What I want to happen is when the Flow gets done is to close the tab that you ...
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0answers
16 views

How to hide Flow Screen

I want to hide Flow Screen so that user should not know that I have used flow thought I have not used screen in flow however whenever deletion completed it shows on screen that your flow has been ...
2
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1answer
40 views

How to loop a set number of times using visual flow

I'm trying to create a flow that is auto-launched from process builder that creates opportunity contact roles. Specifically, I'm passing in the opportunity Id and contact Id from the opportunity and I ...
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1answer
20 views

Using Flow to add lead to a campaign

We have leads coming in from various sources. Depending on the source of the lead, the lead should be attached to a specific campaign. How would we leverage process builder and flow to automate this ...
2
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1answer
92 views

Process Builder Vs Workflow - Who Wins

We utilise email-to-case, I have a process builder flow executing on new cases that, amongst other elements, closes cases received from specific emails automatically. The conditions for this are, the ...