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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How to debug Visual Flow View State error?

I'm getting a View State error when calling a Visual Flow from a Visualforce page. I've used the view state inspector to isolate the collections that are likely pulling in too much data but I'm ...
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Flow get element failed to get record

we are querying campaign member in the flow using get record element based on leadID and campaignID. Lead and campaign are lookup parent to campaign members. we are querying single campaign member ...
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Displaying Flows in Menu Items - Override Issue

My Scenario : I'm trying to implement the flows into the communities. Below Steps were followed: Create a Menu Label --> select a 'Site Page' from Type --> select 'Flow' from Page --> ...
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Why are my flow's input/output parameters not working with my InvocableMethod?

This is a canonical question and answer developed by the community to help address common questions. If you've been directed here, or your question has been closed as a duplicate, please look through ...
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How to active and Inactive flow using sfdx?

I want to active and deactivate flow using sfdx for all flows as well as specific flow you can see the below image for active/deactive
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Salesforce flow test - Record Type ID isn't valid for the user

I am trying to create a flow test using the new functionalities. It is a record-triggered flow on Account create and update, and the current test is for Account update. However, when I run the test, I ...
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Scheduled Email using Flow [duplicate]

I need to send an email reminder to my customers based on the Appointment date. These emails need to be sent one day before the appointment and 1 hour before the appointment. I remember in workflow, ...
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Flow Invocable Apex - The number of results does not match

Hi I'm running into the following error when my scheduled flow does an Apex Action The number of results does not match the number of interviews that were executed in a single bulk execution request. ...
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How to stop the flow from executing in before event [duplicate]

I have a flow which triggers when a record is created and in this flow I have a decision element which checks for a condition and if it true I would like to throw an error and stop the flow. In before ...
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Apex CPU Error Timeout on Simple Invocable Method

When dataloading accounts - I keep getting an Apex CPU Timeout Error on the following action in the flow. There aren't many contacts on the accounts being passed in - (less than 20?) Am I missing ...
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Multiple start element in Visual Flow Builder salesforce

Can we use multiple Start node/element(s) in Visual Flow in Salesforce ? Please tell me if it's possible. I need to run a flow for 2 objects with same conditions. Regards, Parvindra
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Need help building a Flow on the 'Order Product' object?

I have the requirement to sum all 'Unit Prices' for Order Products related to all Orders related an Opportunity. Example- Opportunity A has 2 Orders. Each Order has 2 Order Products. I need to add the ...
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Salesforce Flow Fast Field Update (before triggered) and same record updates assignment vs update element

A coworker had an assignment to rework workflows/process builders to flows. The fast field update flows (before triggered) all have the "Update Triggering Record" for all kind of changes and ...
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Should I still use a process builder if it's easier to do something with a flow?

When I have to choose between the process builder and flow, should I always choose flow? (because process builders won't be supported) Or should I use a process builder when it's much easier to ...
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CPQ Quote Line Records Bundle Hierarchies with Flow

While I am creating Quote Line records from the Flow. Where products are in the form of Bundle & configured Products. I have filled up the required by field on the child product Quote Line, but ...
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validation rules in flow screen for object fields

I have flow screen with object fields to input. I have few validation rules at the object level & I want to have the validation error message to appear on top of flow screen similar to how it ...
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how to start a flow when a field is changed to a specific value only

Trying to create a record triggered flow that updates field2 when field1 (picklist) is changed to a specific value. I also want to ensure that we check that the prior status value is different than ...
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How to populate a Lookup fied according to a picklist [closed]

I have a Locations custom field = Lookup(Locations) which should be auto populated according to the value of the custom picklist field (Intial_Location). Example: Initial_Location__c = France ...
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Email not being sent from autolaunched flow

I have created an autolaunched flow that based on criteria passed in decides which email alert (and email template) to use. The recipient is the Related Contact on the Case that triggered the process ...
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Apex SOQL query works fine in tests but returns nothing from real database

I am having an issue where I have an invocable method that is receiving an Id for a record (in practise it will be receiving it from a flow), then based on that Id it searches for the object using a ...
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Get the number of elements within a flow

I am trying to understand the complexity of a large number of flows within a Salesforce environment. I've tried looking at the flowdefinition object, and there is summary of elements of a flow. Is ...
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Need to know how to use flow builder with java code

I need to develop one service for my current organisation with flow builder which is similar to process builder, unable to figure out the correct API which will trigger flow builder with core java ...
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Creating a Formula within a flow to show 2 + business days from flow date

I need to create a formula that shows specifically 2 business days from the flow current date/time. The formula I currently have is only for 2 days and I am not sure about how to specify 2 business ...
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Flow not Updating New Case Fields - Email-to-case

We are trying to auto-update field values on a new case, which was created by email-to-case. Our Org has several email-to-case addresses and we want the email address the case was sent to, to ...
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Flow - Set Apex defined Collection Values in Flow

I have used external services to create the apex classes for connection to an external service through api. The aim is to post value to the external service and I am struggling to set the values for ...
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IsChanged Flow Entry Criteria when record is created

I'm relatively new to my current company and am working through an audit of all of our flows. Upon testing, I am realizing that for all flows, when a Flow is set to run when A record is created or ...
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How to batch update an opportunity field with a field from a related object?

I have an Opportunity standard object with an Appointment (sObject) related list. An opportunity can have many appointments. My requirement is to update all of our Opportunities' First_Appointment__c ...
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Auto populate records from Case to Send Fax (Managed installed from Appexchange)

I am seeking some directions. I am setting up a "Send Fax", which was installed from Appexchange. I have it up and running within Case object as a related field. Please refer to the images. ...
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Convert any answer from a multipick to a 1

So I have a multi-list and if they choose any answer, I want it to return to a value of "1". IF(NOT(ISBLANK(TEXT({!Object.Multi_Select_Field}))),1,0)
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How to set entry criteria for After Update Record Triggered Flow with async path to fire on any/all updates?

We want to create an Asynchronous path on our Account - After Update Record Triggered Flow. In order to do so, we must specify entry criteria identifying what changed before the system will enter into ...
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Need help with Flow: This error occurred: LIMIT_EXCEEDED: System.LimitException: Too many SOQL queries: 101

I have a basic flow - screenshot attached. It works great, except at times I receive an exception error that says: This error occurred: LIMIT_EXCEEDED: System.LimitException: Too many SOQL queries: ...
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Apex Action in Flow is not executing when it's being called under guest user context

I have a managed package in my Salesforce instance, and I'm trying to implement a flow that is a record trigger flow on Event__c (custom object). I'm creating the Event__c record by exposing a URL ...
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Invocable Apex Error: The number of results does not match the number of interviews that were executed in a single bulk execution request

I have researched StackExchange, as well as Salesforce Developer community. I cannot seem to get around this error. Ultimately, I am trying to pass into a screen flow a list of RecordTypes that a user ...
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Hyperlink creation in salesforce flow is showing html codes on UI [closed]

I have a requirement for showing case subject as a hyperlink and it should redirect to the case record. This is a message that is posted in chatter. I have used on formula and display text resource. ...
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How do I create a picklist of option in the design attribute of my lightning flow component

I want to have a picklist of options in the config settings of my lightning flow component. Then I can read the chosen option and execute different code depending on flow component settings at flow ...
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Flow Formula Field

How can I update a picklist status value to Inactive when a record has passed 31 days After Job End date? I have a scheduled flow setup on weekly basis and it should check all Active records and ...
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Flow Invocable Apex- Error when running flow in bulk

I am trying to run a record triggered flow when multiple records are created. What I have now, works perfectly until I try to enter more than one Record at a time. I get the following error: The ...
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Record-triggered flow: change execution path based on runtime context

I have an Apex class that implements Queueable. It deletes records. I have a record-triggered flow that runs on after delete of the records. I want to prevent the flow from running (or performing its ...
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What is the best way to send notification after a field change? [closed]

I want to send a notification to the user every time a specific field (SecondName__c) is changed What would be the best way to do this? Trigger or flow?
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Unique value check via flow?

I've built a record triggered flow that when a Contact record is created, calls an Apex method that generates a random 10 digit number and puts that value on the newly created record. However, I need ...
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Using flow to fill a custom opportunity field based on opportunity product family or name

I am working for 2 days on creating a flow for opportunities. I have 3 kinds of products: Tickets, Cards and Media organized them by product family (Tickets, Cards and Media) and named Tickets Name 1, ...
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Values are not saving on Sobject when passing SObject to Flow from Apex - Doing work - Then passing back

I have a stateful batch class that launches a flow within the execute method of the batch class using. Within the flow, I perform work and then I output the record and put it into a map. Within the ...
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Record Triggered Flow Test Suite problem

I'm unable to set the Initial Triggering Record for Record-Triggered Flow on EmailMessage sObject I've checked creating Test Suite for other sObjects and it works fine, it looks like there is a ...
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Email Template :: Merge Fields

I have an email template that sends an email on the creation of a new lead using web-to-lead. When used in a flow I get the following error. Has anyone had this issue before? I cannot get any fields ...
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Help with 'Update Records' element after a flow with loop

I'm relatively new to flows and super new to loops. I've watched several flow tutorials and they all seem to follow the pattern of: a record is triggered > loop through related records > assign ...
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Flow with a callout: how to avoid System.CalloutException: You have uncommitted work pending [duplicate]

I am creating a very basic flow. It is set that when record is updated and 1 specific condition is met that it will call an apex action that will call an api. I have set it up and the code is below ...
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How do you map an object in an external service action in Flow?

I'm trying to make a post to an external system. I've set up the named credential and created an external service with the proper schema. The endpoint needs to receive the input parameters as a JSON ...
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Populate Field from flow, how it's working?

I have to create a record when i click on the "+" under the list of value, after that my record is open and i do populate field but i want 2 fields is pre populate by using flow, it's ...
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Do I use a flow or apex for time-based update? One flow or several for different conditions?

I have an object for which there is already an Apex triggerhandler that deals with multiple conditions for 5 different recordtypes. This is working fine. There are also currently 2 Process Builders ...
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Granular Control on Chatter Posts

I have a use case where we have a group of Profiles that need to have access to edit their Chatter Case comments for 24 hours and then those posts become locked for them and no longer editable. They ...
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