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.

Filter by
Sorted by
Tagged with
-2 votes
0 answers
23 views

chatter post visibility

Whenever a particular user comments in chatter post then that comment should be made visible to ALL USERS. is it possible in APEX or FLOW builder if(feedItemRecord.CreatedById == '005f4000004zl8mAAA' |...
user avatar
0 votes
0 answers
39 views

Apex class to return date/time in user time zone

I have a flow that calculates a datetime to restart a paused action. The problem is that the date is calculated and stored in GMT so the flow restarts at the wrong time. I need to to "wake-up&...
user avatar
1 vote
1 answer
17 views

Flow: Update Records Filter Criteria vs Logic Decision

I'm working on a flow at present in which it comes to a point where I need to update a record based checking a field value. The following is a pseudo-summary At Interview X in my flow I add an ...
user avatar
0 votes
0 answers
24 views

After Flow Validation Error

Background on our Salesforce org: Validation rules have been created in order to prevent Sales users from modifying Account & Contact Owners An After Flow has been created that in the case ...
user avatar
0 votes
1 answer
24 views

Format a date in a Flow?

I used in my flow a custom field of type date which returns to me in the email action a value of the date in the form of month Daye , Yers , what I want is to have the value of the date in the form DD/...
user avatar
0 votes
0 answers
8 views

Ability to select a pre-commit record for edits in a flow once generated

I am in the process of building a flow whereby a guest user creates several records that are stored in a collection variable iteratively until the user indicates that they are done creating these ...
user avatar
0 votes
0 answers
20 views

How to refer a cross object field in a screen flow?

I have two Custom Objects Project (Project Name, Skill) and Employee (Employee Name, Skill, Project Name). The Skill is a Global Picklist. There is a Lookup relation from Employee to Project. I need ...
user avatar
  • 13
0 votes
1 answer
32 views

In Record Triggered Flows, how do I get created records only (not updated records)? [duplicate]

I set up a master record-triggered flow and the trigger is when a record is updated or created. I have two subflows. In one subflow I want to pass updated records, and in the other subflow I want to ...
user avatar
  • 35
0 votes
1 answer
18 views

Flow: Scheduled Path Flow Only Updates When Time-based Field is Updated

I have created a Record-triggered Flow, set to be triggered whenever a record is updated or created and to run "every time a record is updated and meets the condition requirements". I have ...
user avatar
  • 167
0 votes
0 answers
23 views

Flow runs into SOQL limit

I need to know when something was changed in connection with contacts like events, tasks, contracts, campaign... I query each object for the newest date to store it in a collection and at the end I ...
user avatar
  • 83
0 votes
1 answer
30 views

LWC NavigationMixin Not working

i am trying to create a custom footer for a flow. While trying to navigate to a list page of Survey object the Navigation is not working, Any help would mean a lot. Thanks!! <template> <...
user avatar
1 vote
1 answer
28 views

The number of results does not match the number of interviews that were executed in a single bulk execution request

I'm getting this error when I insert more than one record into an custom object that has a record-triggered Flow. Flow calls an invocable method to do parse multipicklist values. here's my invocable ...
user avatar
0 votes
0 answers
15 views

Record triggered asynchronous flow vs Maximum number of methods with the future annotation

I have a scenario related to a potential issue we are facing in an org. An autolaunched flow executes once and loops 51 times through a create record element which creates 1 single record in each ...
user avatar
  • 1
0 votes
1 answer
28 views

GDPR Automation using Flows in Salesforce

Summarize the problem - I've tried to work out how to use a flow to delete specific data if the last modified date is today's date + 2 years ago. This is then to delete specific data within the ...
user avatar
  • 3
0 votes
1 answer
32 views

How to set Date field to Null or Blank using flows?

I am trying to set a date field to Null when there is a checkbox set for a record. I have tried using Formula field of type Date and setting it to Null, using process builder global constant and tried ...
user avatar
  • 1
0 votes
0 answers
14 views

How to know an Apex invocable action is invoked by Autolaunched or Screen flow?

I have an Apex invocable action for Flow which includes a callout request. I don't want to start the callout by Future/Queueable every time when it is invoked by a screen flow, because I want to show ...
user avatar
  • 509
0 votes
1 answer
61 views

How could I add an hyperlink in Custom Notification using Flow?

I want to display a custom notification with the hyperlink of the record, but i'm only getting a text with the URL and HTML tags. The custom notification: Notification body: linkToTheOrderRecord: ...
user avatar
  • 79
1 vote
0 answers
45 views

How to temporarily disable duplicate detection with flows?

Salesforce is gradually pushing us to replace workflows and processes with flows. But: workflows have a special property that processes and flows don't have. I refer to Salesforce's Order of Execution ...
user avatar
0 votes
0 answers
15 views

flow modal window not able to close in lightning app builder

I am calling a screen guided flow from a modal window in lightning component which I am making visible on a particular status on Case . But the modal does not closes on Lightning app builder from ...
user avatar
  • 187
0 votes
2 answers
81 views

How to track time spent in each stage of a custom detail object

So we have a custom detail object which uses a custom stage picklist field which we use for the path. We also have a custom status picklist field with values as unclaimed, In progress and completed to ...
user avatar
  • 53
0 votes
0 answers
18 views

Datatable is not refreshing when subflow updates the record

I have LWC on the Flow Screen. LWC contains datatable and on each row, I have a button with action. When the user clicks the button user will be navigated to the next step in the flow which is subflow....
user avatar
0 votes
0 answers
21 views

Autoclicking a Visualforce page button every night

There's a VF page from an accounting package that was installed, which contains a "Start Process" button that triggers a process when clicked. This process makes use of an Apex Controller ...
user avatar
0 votes
0 answers
8 views

Triggered Email Alerts arriving as Spam

I am converting some of our old existing Email Alerts triggered by workflow rules to Flow, but am seeing that these are arriving in the spam folder. The email templates are html versions and the ...
user avatar
  • 9
0 votes
1 answer
16 views

Replacing OpportunityLineItem related workflows by one or more flows

Not a question, but my experiences, from which hopefully someone may learn something. Salesforce has announced that workflows and processes must eventually be replaced by flows. Our org has 4 ...
user avatar
1 vote
0 answers
18 views

Help with understanding debgf log on a decision element in a flow

I'm trying to understand what these lines mean when it says true and false on my debug log. Line 1 says False | False Line 2 says true | False Line 3 says true Line 4 says just false What does the ...
user avatar
0 votes
0 answers
24 views

Troubleshoot Platform Event in Production Environment

We have an existing implementation where Flow 1 publishes the event and Flow 2 subscribes to the same event and processes the apex logic. The apex logic includes callout and updating the Lead. Out of ...
user avatar
1 vote
1 answer
24 views

Issue with Loop and display of list Using Salesforce flow

I have the below salesforce flow: What the flow is trying to do: On the first screen get the Account name and account number If Acc number = 1 then assign acc values to a record variable ...
user avatar
  • 4,511
0 votes
0 answers
21 views

How do you trigger the duplicate rules before a record is saved on a flow?

We have a scenario where we want to prevent users from creating duplicate contacts but want to allow users to be able to create the same contact with same details if its on a different account. What I ...
user avatar
0 votes
0 answers
23 views

Create multiple records and relate one to another in flow

I'm building a flow that creates multiple records and relate one record to another record. The problem is that when I assign the record ID to a look-up field, it gets an error that says that record ID ...
user avatar
0 votes
0 answers
18 views

Create field validations using a flow

I am trying to create a field validation that would prevent a user from selecting a checkbox until certain fields are filled out. In other words, the fields cannot be blank or null. I tried using a ...
user avatar
  • 1
0 votes
0 answers
31 views

Validation rule to make required field editable only through a flow?

I have a requirement to make the Close Date field read only on the page layout. There is an existing flow in place that is triggered only when Action By Date field is changed, and the flow then ...
user avatar
  • 1
0 votes
0 answers
65 views

Testing CPU times for Flows/Process due to new 22 Summer Release

So i was testing my Flows and Process in Salesforce to get the CPU times for testing porpouses related to Summer 22 Release. Im using the Developer console to get the needed logs. I get 3 diferent ...
user avatar
1 vote
1 answer
16 views

Get Records with condition not working in Flow

I am working on an assignment in which I developed a screen flow. The screen flow gets triggered with a "Create Invoice" button on the opportunity. When the user clicks the "Create ...
user avatar
5 votes
1 answer
128 views

Flow "Refresh inputs to incorporate changes elsewhere in the flow" problem going back to the first element

I have several LWCs linked in a flow where each flow element is configured like this to share the current state of a Contact record: i.e.: "Manually assign variables" is checked "...
user avatar
  • 129k
0 votes
0 answers
24 views

How to get if whoid belongs to task in a salesforce flow?

I am trying to update a field in lead when a new task is inserted. How do I find out if the whoid associated with a task belongs to a lead? I know we can write an apex invocable action and do it. Is ...
user avatar
  • 7,521
1 vote
0 answers
32 views

Omnichannel Flow - Routing to Agent Error

I've created an omnichannel flow (Chats routed to agent and queues). The scenario was getting the end user number from the Messaging session and checking for cases associated to that end user number. ...
user avatar
  • 111
3 votes
1 answer
257 views

Accurately Measure the CPU Time Consumption of Flows and Processes (Release Update)

As per Salesforce Summer ’22 Release Notes, Salesforce will be enforcing the update to accurately measure, log, and limit the CPU time consumed by flows and processes. And doc has this point which is ...
user avatar
  • 1,367
0 votes
0 answers
12 views

Calculate Due Date

I'm calculating the Due Date for a custom record when a record is created. I've got a flow that does the updates but I keep getting an error when I create the formula Error: Syntax error. Missing '=' ...
user avatar
  • 1
0 votes
0 answers
21 views

Flow runs successfully for Community user only when "Show details of what's executed and render flow in Lightning runtime" deselected

I have a flow that is to be used on a community. When debugging the flow fails for the community user when "Show details of what's executed and render flow in Lightning runtime" is selected ...
user avatar
0 votes
1 answer
27 views

Import Mulesoft APIs with External Services - 301 Moved Permanently Response

I have been following the instructions provided in the official salesforce developer docs here regarding importing mulesoft apis using sfdc external services for use in a flow. I have followed the ...
user avatar
-1 votes
0 answers
22 views

Is there any way to trigger a screen flow by changing a picklist value

I am working on a screen flow(in the grant object) and my requirement is the screen to popup when I change a picklist value to a particular new value in the grant object.I cannot place any buttons for ...
user avatar
0 votes
1 answer
43 views

Check if a checkbox is ticked in a Screen flow

Hi all I am using a screen flow and here if all the checkboxes I have added in a screen is checked then a field update should happen in an object. Here I have added all the checkboxes in the screen. ...
user avatar
  • 19
0 votes
1 answer
23 views

How to check and uncheck a checkbox when inserting and removing a document in a related list

I come to ask for help to solve this problem I'm having with a flow. I have the custom Object "EnsaiosdeDM" that has a standard related list, what I need is that when a document is added to ...
user avatar
  • 1
0 votes
1 answer
28 views

Flow Action Issus

in my flow, I use an action to send notification, I have an action to send notification with bell icon, I receive the notification but in HTML form as the image shows, how can I do it? to resolve ? My ...
user avatar
0 votes
0 answers
27 views

Bulk API Inserting Duplicate Records with exact same CreatedDate

I have an object called "Primary Insurance". It has a field called "Primary Insurance Name" that is a text field. The text field value can be "Prospect Humana Split". I ...
user avatar
0 votes
0 answers
37 views

Compare DateTime Fields in a Flow

I'm helping our Events team with a new flow that we're building. Within the flow, we're attempting to compare two DateTime fields with one another in order to execute actions based on the difference ...
user avatar
0 votes
0 answers
33 views

External callout using Flow Builder - Apex Class Invocable Action

I would like to create a callout (webhook) when a custom field Batch_Name__c is updated which belongs to the Account Object. The purpose of this callout is to send all account information to an ...
user avatar
  • 1
0 votes
0 answers
26 views

Connecting a Contact to another Contact

I have "student" contacts and I have "parent" contacts which are connected by a relationship which can be viewed in related lists. But I want to link the parent contact record to ...
user avatar
0 votes
0 answers
19 views

In Flow, Create a Link to the most recent record for each opportunity record type

My users want to have a clickable link on the Contact screen, for the most recent Opportunity Record of each Opportunity Record Type. I am using flow, to show the most recent record for each of 5 ...
user avatar
0 votes
0 answers
17 views

Automate changing a lead's Lead Status based on its Pardot Engagement

I have a requirement where we would like to automatically change the lead status of a lead from "Unqualified" to "Nurture" (These are custom lead statuses) if the lead happens to ...
user avatar

1
2 3 4 5
46