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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15 views

Checkbox on Opportunity to check and uncheck account of similar field

Let me try this again. NDA Signed is a checkbox that I have on Account and Opportunity. When I check or uncheck this box on either object I need it to update the opposite object. example 1: I have NDA ...
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1answer
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How to convert HML to SML with a flow formula

I'm trying to work around a requirement with the Send Better Email Flow Action to have a recipient contact record, when using email templates. My use case, is that I'm sending 'case opened' emails to ...
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1answer
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Flow lookup Account Files

I have a screen in a Flow which I am trying to add a lookup component to but I can't seem to figure out how to configure it. I want the lookup to allow users to find files attached to the account. ...
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Update a field if another has changes with flow

I want to create a flow which updates Opportunity.CloseDate when Opportunity.StageName is set to "Close Lost". I created a flow to archiev that, but somehow I must have a misunderstanding ...
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How do you access the selected records when calling a flow from an action on a list page?

If I call a flow from a record I can use recordId and it will auto populate with the record ID from the record I called the action that launched the flow. Is there an equivalent that will pass in a ...
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Flow - Custom notification action is not allowed

I have this error message when I try to debug a flow that get records Id and send a custom notification : Error Occurred: Custom Notification Action is not allowed I googled this error and found that :...
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1answer
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How to add Case Owner to Case Team with Process builder and Flow?

I am looking some help and steps How to add Case Owner to Case Team with Process builder and Flow? I have created a flow with steps: Create a flow (auto-launched) and add three text variables: ...
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Salesforce Flow Metrics

Is there any way to find what Flows in the salesforce instance are running and at what frequency and by what profiles/users? I need to test all active flows in our org to comply with this latest ...
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1answer
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External Service - Parsing XML/JSON

I am trying to implement an integration with a third-party system to Insert Products into Salesforce. I have created the External Service, consumed the schema, and was also able to make a call to the ...
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How do I bind a Flow Screen variable to a LWC Custom Property Editor input?

I've build a navigation LWC with a Custom Property Editor to be used in a Flow Screen. The Flow has a Screen with a checkbox 'cancelCheckbox'. When the agent ticks that checkbox, the red button '...
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Dynamic record choice set

My problem is this: I'm using a collection variable to populate a count-variable, which in turn determines an outcome in a decision. If the collection variable has count greater than 1, i want the ...
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The Opportunity field isn't getting updated from Flow

I have created a Record Triggered flow on the Opportunity object which triggers on both creation and update of Opportunity record. In my first step I have added a condition to check if a lookup field ...
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Why can't I deploy my flow?

Here's my error: SA_Request_Notification (Action) - We can't find an action with the name and action type that you specified. Here's the name of the file being deployed: flows/...
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2answers
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Invocable Sobject Class Returning Number of Results Does Not Match

I have resolved this error in the past when the input is more records than the output (i.e. sending 10 recordIds and returning a single List) however, here I am getting error for autolaunched flow ...
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How to include a unique coupon code to each lead in auto response email [closed]

I have a requirement to retrieve a coupon code from API and include that in a auto response email to leads after lead is created. My thought is to create a custom object coupon under lead and store ...
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Date comparison in the formulas in the Flow

I am trying to compare the created date of the record in the flow Formula resource to see if it falls between 1-31-2021 and 3-3-2021 and set another text variable as '02-February' otherwise 'n/a'. ...
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1answer
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Profile does not have access to: processbuilderaction

Unit test is failing with the error "Profile does not have access to: processbuilderaction". Context: Unit test case, runs as user profile and creates a record on custom object. There is a ...
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1answer
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Issue with counting records in flow during mass upload

I have a one to many relationship between Project and Insurance. When a record is created on Insurance object, it needs to get the Project record and then count how many Insurance records are present ...
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RecentlyViewed causes non-selective query error when run from a screen flow

I have a screen flow that calls an invocable apex method containing the query: List<RecentlyViewed> viewedRecords = [SELECT Id , Name , Type , LastViewedDate FROM RecentlyViewed WHERE ...
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Trigger Flow from Change Data Capture Event (CDC)

Can Salesforce Flows listen to Change Data Capture events like Apex Triggers? I couldn't find anything related on the Web and couldn't make it work in my org. In case I can't I would like to ...
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Flow in Lightning Component missing the scroll bar

I encapsulated a Flow in a Lightning Component - this in turns allows it to be used as a Global Action and that is working as intended. The issue is that once launched, there is no scroll bar. If I ...
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1answer
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Advanced Query in Invokable Apex

I am needing to run an advanced query in a Record Triggered Lightning Flow that references parent objects. The query runs, but I cannot figure out how to get it to run in an invokable method. I am ...
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Get Records during start Flow

Let's say there is need to start flow on Account object with particular RecordType. For this moment it works in 3 steps - Get Records to get RecorTypeId by Name then Decision with this Id and Create ...
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2answers
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Flow lookup runs into error

Friday runs my flow perfectly but today it doesn't work anymore. I reduced all settings of the flow to find the problem, but I get still the error. My custom object (Einzelrisiko) has field (Name ...
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23 views

Multiselect Picklist In Flow

I am creating a Screen flow where I am trying to update the multi-select pick list of existing records. I retrieve the existing values using Get and store it in multi-select pick list variable. But ...
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26 views

List of Apex-Defined wrapper output from Flow is not iterable in Apex class

I have a flow that returns the List to the Apex class. The apex class is the REST API that try to convert the output as JSON it returns null, so I have tried to iterate the list to assign the another ...
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1answer
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Why flow retURL is not working in lightning in second end screen

I have a simple flow in lightning which starts from a listview by checking multiple records and clicking a button to add the records to the flow. If the user does not select anything and clicks the ...
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2answers
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Break a screen flow into 2 transactions

I have read this post already: Breaking a flow into 2 different transactions . Our scenario is pretty much the same, we need to break the flow into two transactions but it is a screen flow which doesn'...
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Community Screen Flow Date Input Error Message wrong?

A client I am working with has a 'registration' screen flow that captures customer information and is on a Salesforce Community behind a login wall. For some reason the Date Input shows a funky error ...
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Best way to get the custom object type of a WhatId in a Flow

I'm working on a Task record-triggered flow and I need to evaluate the WhatId to see what the object type is. As I see it's not directly available. I'm wondering if what the best solution would be. I ...
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1answer
22 views

Resume Salesforce Flow

I have a custom action on Opportunity Object that calls a Screen flow. User can click on the Action and start the flow. But in the meantime, user clicks the "X" that closes the flow. Is ...
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How to send an error email to user running flow and still fail the flow?

If you place a Fail connector on a flow element, you can catch errors and send email to users, however this result in the flow not returning a visible error. When you have an autolaunched flow that ...
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1answer
12 views

Flow runs also if I update/create related object

I created a record-triggered flow which runs if the record is created or updated from my custom object (contract). This works fine so far. But yesterday I uploaded new data (sales), which are related ...
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1answer
43 views

How to enable flow access?

I have a user who needs to execute a screen flow but gets an error : You do not have the level of access necessary to perform the operation you requested. Please contact the owner of the record or ...
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Flow Interview on Invocable Process - how to get test coverage

I’m looking at a list of flows that don’t currently have code coverage obtained by running the following Tooling API SOQL: SELECT Definition.DeveloperName FROM Flow WHERE Status = 'Active' AND (...
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1answer
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Run flow from visual force page

I created a visualforce page with an embedded flow. If the flow is finished the new record is opened. So far so good the flow works fine, but the seconed screen with the finish button is not so good. ...
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27 views

Test class for a login flow

I am trying to write a test class for a scenario where I have created login flow that is invoking a flow and that flow is invoking an apex method by passing current user Id. Any idea on how I should ...
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1answer
82 views

How to publish platform event from LWC?

I need to start flow from lwc, I am trying to publish a platform event from LWC to start platform event flow. Don't want to use aura flow. can we use something like import {events} from '@salesforce/...
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1answer
23 views

Flows: File Upload component, associating with multiple Ids

We have a flow to be used in a Field Service Mobile App where we have a screen with file upload component. To associate the files with, we are providing {!Id} of the Service Appointment, under '...
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3answers
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How can I assign a Date Field to NULL in Flow Builder?

I have a flow that removes the follow-up date when a case status is changed to "Approved". Inside the flow, I have set the Date Field to equal Blank and then I update the record. The field ...
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1answer
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Are there any limits on the number of blocks that can be used in a flow?

Are there any limits on the number of blocks that can be used in a flow? Thanks in advance
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1answer
35 views

Regex for minimum characters in long text area field

There is a screen flow in which I have a long text area field. For that field I want to check that there are at least 5 characters entered in that field. I was using the regex - REGEX({!Case_note},“^.{...
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1answer
36 views

After create record flow error

I have an after insert flow that fires on opportunity. I have a test class that needs to create an opportunity. public static Account CreateAccount (){ Account newAcc = new Account (); ...
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Quote is not syncing properly using the Flow

I'm trying to create the flow like this: When the opportunity is created, automatically create the quote which is synced to this Opportunity. I create Quote in the flow, store Quote Id variable, and ...
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18 views

Community Plus Login Users Unable to Access/See Screen Flows?

Community Plus Login Users are unable to see a screen flow. I get this error: "Unfortunately, there was a problem. Please try again. If the problem continues, get in touch with your administrator ...
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2answers
23 views

open new record after finish flow

I created a visualforce page with an embedded flow. But If I click the "NEXT" button it appears the page https://domain.my.salesforce.com/Accountnull, but it should open the new account ...
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1answer
17 views

How to set a multiple values type input variables for a Flow in Process Builder

I have a flow with an input variables which set allow multiple values. Please see follow image: In Process Builder, I want set 'targets' values like ["Prospect","Other"], may I ...
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14 views

FSL - Select Files Button Not Working for Multiple Photo Upload on IOS device as a part of Screen File Upload compoent

I am using FSL Mobile Flow, to upload multiple files but in IOS Device I have facing an issue with the 'Select File' Button it's not taking photos from a file manager, the screen gets loading every ...
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16 views

Custom Flow Navigation Through Multiple Screen

I am using custom navigation for the flow embedded in lightning component. I want to skip multiple screens on next click. How can i navigate multiple screens at once? For example Screen 1 to Screen 4 ...
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How to capture data from Flow Screen Inside aura:iteration in Lightning Component

I created an aura component that has tabset and a flow screen which is a normal form. There is a variable called quantity. If quantity is 4, my aura component creates 4 tabs and each tab would have an ...

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