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 do Nested Query In a Flow
There is already a related question Nested SOQL Query in a Flow. However it is unanswered and out of date, from more than 7 years ago.
With all of the new capabilities of flows, I want to know if ...
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Flow - limit exceeded
I'm trying to create a flow that will create 70 child campaigns with 40 leads in each(2800 leads are stored in parent campaign)
It says that my organization has exceeded the maximum limit for this ...
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Are declarative tools built to scale?
In a context of a company that aim to expand its activities, is it a good idea to build an architecture by including declarative tools such as processes and flows?
Are declarative tools used in large ...
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How to add flow in your LWC QuickAction button?
I have made a ScreenType action in lightning web component and want to add a flow to when i click yes. I have not found any guide or documentation regarding this. Can you please suggest on how to add ...
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12 Dependent Picklists in Screen Flow
I'm creating a screen flow with a complex set of dependent picklists. I'm trying to figure out how to display them all, but the Dependent Picklist component is very limited.
The standard component can ...
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Salesforce Flow File Upload component get outputs before Next button
I have a flow on a community site (guest user context) using the standard file upload component to allow users to submit files.
Since guest users can't access Opportunities and I need to link these ...
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659
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How to delete footer(buttons) in screen Flow using LWC?
I have 2 lwc components( overrall view doesnt seem to be professional,because I still have buttons from footer)
I cannot just hide them from flow,because they are being used.
I want my flow to work ...
user113472
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A Variable of the Collection Filter in Flows
Inserting the new Collection Filter element (resp. FilterCollectionProcessor) (54.0) in a flow, one gets a new "Record Single Variable" that appears under Resources, per default with a name ...
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Error while using an email action
2.1. Create OpportunityContactRole - We can't save this record because the “Update GrantReconts, when GrantContact role is added” process failed. Give your Salesforce admin these details. This error ...
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CPQ - Set Contracted True too soon does not create contract
we're developing a flow that takes an order, activates it and then automatically flag
SBQQ__Contracted__c = True.
In my mind CPQ should create a contract but in reality if i launch it syncronously it ...
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Can i fetch the parent name of an object in a custom email template
I have to fetch a lookup field of the object Opportunity.Instead of this Dear {!Opportunity.Primary_Contact__c} I need Dear {!Opportunity.Primary_Contact__r.Name}.But each time I input this and save ...
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Email not received from email alerts
Hi all I am trying to receive an email each time I create a new grant with a particular record type a particular organization name linked etc. Few conditions.
So I have created an email template ...
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580
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Unable to automate action plans using Salesforce flow
I am trying to automate action plans when an opportunity is created or updated with a specific stage value. The record types are defined, action plan templates are created and published, on debugging ...
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How to create LWC for Account and Contact creation in Flow?
I want to create 1 lwc for account record creation and 2nd lwc for contact record creation, in screen flow. (Contact should inherit account Id from previous screen).
I'll attach what I have made so ...
user113472
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How can we schedule a field update for every 6 months? [closed]
I have a formula field Score__c and I have a text field ScoreFrom6MonthsAgo__c.
How could I update a field ScoreFrom6MonthsAgo__c every 6 months with a value from Score__c?
Should I use Schedulable ...
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Could we schedule a flow for every 6 months?
Can I schedule a flow for any other frequency than daily / weekly?
How could I schedule a flow for every 6 months?
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Can I change the interval at which formula is recalculated for longer? (like for every 6 months)
I want to change a recalculation period of formula to 6 months.
How could I do this? Can I do this at all?
Could we schedule it somehow? With the use of flow/ code?
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Check if the record is created in flow entry condition
In record-triggered flows that run when a record is created or updated, if I try adding entry conditions based on a field change, then the flow no longer works on record creation.
How can I set the ...
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Get localized string / translation of an object record type name / description in a flow screen
I want to show the translations / localized strings of an object record type in a radio button element in a flow, however configured translation is not shown.
Any idea on how to get RecordType ...
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555
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Flow running as System gives Insufficient Privileges
My flow is set to run as System Context - without sharing.
I am running it in debug mode, setting the running user as say user A.
Through the flow, an Opportunity belonging to user B will be updated.
...
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Count the number of records in a related list using flow
I have two objects Grant contract Modification and Grant contract.Here from Grant Contract Modification I have given a master detail to grant contract and each modifications created is available in ...
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Is it possible to query the setup tables (Profile/PermssionSet) from SF flow while running the flow as a non admin user?
Is it possible to query the setup tables (Profile/PermssionSet) from SF flow while running the flow as a non admin user?
If not, what is the workaround?
I need the Id of some profiles/perm set from ...
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Formula to strip images from Chatter Posts [closed]
I am building email notifications from Chatter Posts. When the Post is created my notification Flow is writing the Feed Item Body to a Rich Text field on my Case which is included in my email. If ...
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Flow builder - Pass multiple key-values
i would like to implement a flow that takes in input multiple product_ids-quantities.
I can create variable of type text but i can't see how to pass an array key-value pairs.
Is it possible only using ...
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Prevent bulk flow execution from creating duplicates
I have an Article__c custom object.
That article can appear on several Publication__c objects, Publications having a Language__c field.
When the Publication__c record is set active, I need to create ...
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Obtaining Prior Record Values Using Asynchronous Flows
I created a flow that launched asynchronously and leverage the prior record values.
{!$Record__Prior}
The flow was unable to launch because I was referencing the prior record.
So what I did was remove ...
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996
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Break long text area text into new line for each comma in flow
Really need help in getting this over the line. I have a long text area like this:
Policy Type: Accidental Damage (SCTP), Policy Start Date: 27/03/2022, Acceptance Criteria: All default to No, ...
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419
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Subflow is not showing the header and footer
My flow has screen interactions sourcing from custom lightning components. i.e. header.cmp, content.cmp and footer.cmp. which works as expected. But another team invoking my flow as a Subflow then the ...
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How do I remove the last instance of a character combination using formulas?
I am currently creating a flow where a text collection is combined into a single text variable using a loop. After each item of the collection is added to the text variable I add a divider such as , ...
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Close a case X days from its opening - Salesforce
What I am trying to do is that when a new case is created, if it does not advance from the new status, it will be closed in 14 days from the date of creation.
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[
[
[
I have this trigger-flow but it ...
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Flow using @InvocableMethod fails when inserting multiple records
I have an Apex class that matches Lead records to existing Contact records based on a phone number input. I'm using @InvocableMethod to include it in a Flow. The Flow works as designed when I insert a ...
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Apex Defined Data Type for RESTful Response
I currently have a Flow that manages the logic of my simple GET API request
Endpoint ...services/apexrest/{{version}}/CustomerOrders/{{OrderNumber}}
The RestResource manages the routing to call my &...
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Flow To Update Account Owner from Closed Won Opportunity Owner
I am trying to build a Flow to automatically update the Account Owner to be the same as the Opportunity Owner when an Opportunity of a certain Record Type "Paywall Assist" is Closed Won.
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VF email template not showing some case field values when firing through flow
I have a recordtriggered flow on EmailMessage which fires on incoming emails. Whenever the email message is inserted the recordtriggered flow sends an email alert which is using vf template.
When I ...
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Get Records Flow Element Too many query rows: 50001
In a flow I have a Get element that returns more than 50 000 records, which triggers the error "Element Too many query rows: 50001".
I read all the solutions I could find, but can someone ...
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Can we get name of quick action which invoked flow?
I have one generic flow. Multiple quick actions can invoke it.
So inside flow, Can we get which quick action has invoked this flow?
or
Can we pass any values from quick action to flow ?
NOTE : There ...
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Performing DML on empty list in a flow consumes governor limits but doing same in apex does not?
I tried to make a dml call on an empty list in an autolaunched flow and after looking into the debugs, I got to know that governor limits are getting consumed. But the same is not true when we perform ...
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Launch a screen flow using a modal window using LWC only?
Newbie here!
I've created an admin tools menu, and I've already created the flows required for each tool.
Now that I have the menu I was able to launch said flows in a separate window, but I can not ...
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Callout using External Services: Error 401: Unauthorized
The scenario is that want to send a simple JSON-message to a URI without any authentication. I want to achieve this without using code, so I am trying to use a combination of named credentials, ...
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Where can I find the origin of this error?
Trying to create a ServiceResource assigned to a ServiceAppointment in Flow createRecords element, I get this error:
FLOW_ELEMENT_ERROR This error occurred when the flow tried to create records:
...
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Flow executes only the first apex method
My flow which runs the apex code below just execute the first method. Is something missing to execute also the second method?
public without sharing class MonthlyReport4FDB{
@InvocableMethod(...
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Get Current logged In User Id in Lightning Flow
I referred this to get logged in user Id in the flow but it doesn't seem to be working for me - https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000A86vHSAR
I have the below flow ...
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Roll-up Summary of Multi-Currency field not accurate
We have a Roll-Up Summary Field on Opportunity called "Net Deposits" that sums up the Sales Price of the Opportunity Products. We have enabled Multi-Currency for our org (Corporate Currency ...
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Do you need to include update records in before flows?
I am working on updating a bunch of workflows to flows. With the new migrate to flow tool it's putting in an update record element even if it's a before action.
In other flows I've done I neglected ...
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Time-to-Text conversion in Flows
I use the "Get Records" element to retrieve an object and select "Choose fields and let Salesforce do the rest" to save a field of type Time on this record. (I've tried "...
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Creating a chatter post with inline images from Flow
I was trying to make a Chatter Post from a Flow.
I have a ScreenFlow in order to get the richtext from the user, I save it in a variable and try to convert it in a Chatter Post via ConnectApiHelper.
...
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How to redirect a user after an auto launched flow to a specific URL
I would like your advice on the best way to achieve the required behavior
Our process is the following.
We get a new lead from one of the communication channels
Our user communicates with the lead ...
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Remove HTML markup when Posting to Chatter from flow
When posting text from my flow to chatter it's putting the html in the chatter post. How do I prevent that from happening
sample of what it's posting from a display text field or if put in a variable ...
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Make record triggered flow run after the record is updated or created
please tell me how to create record triggered flow that runs after the record is saved not before? When I create a new flow I dont have this option. So from where can I configure this?
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Marketing cloud journey entry criteria not working
I'm using an "Action and Related Records" record-trigger flow (create) to update "MC_User_Journey" field. Based on that value I have created Entry criteria in the journey in my ...
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