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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LWC dropdown not disappearing when clicked on the screen flow
I have a LWC in the screen flow. The LWC displays a dropdown list. When I click outside the LWC the dropdown should disappear.How can I enable. I tried onblur, but it is not working.
<template>
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FlowAttributeChangeEvent only returning id's of records
I am trying to return list of sobject records from lwc to flow using the FlowAttributeChangeEvent. For some reason I get only the Ids of the records not any other fields.
Below is the screenshot that ...
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Pre-populate rich text field in the case creation page
Here is what I am trying to do:
Pre-populate a custom field(rich text) on cases in the creation page
The total characters is about 5000 characters with formatting (bolding, underlining)
The size of ...
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Adding a Product to Opportunity - Flow based on Field
I am aware we have products in two places on the opportunity, this is currently how the business needs it for reporting needs across 12 different BU's Thank you!!
I want to create a flow that ...
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im not able to pick a operator in a flow
i have 3 different sandbox and i have done this configuration in 2 of them but now that im trying to do it in the third im not able to choose the operator, is not showing any opcion.
i already give ...
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Flow - Removing Get Records Element From Within Loop
I recently built a Record-Triggered Flow on the Account object to update a field on related Opportunities. Today I was notified System Limits were reached for the Org, related to this Flow.
You or ...
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Scheduled Trigger Flow - Only Works in Debug Mode
I am running into an issue with a flow that I created. For some reason when I run the flow in debug mode, it works perfectly and updates the records. If I schedule it to run... it does nothing.
Here ...
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In Salesforce, if there are multiple FLOWs active for the same object then does trigger fired only once or will it be fired for each FLOW
In Salesforce, if there are multiple FLOWs active for the same object then does trigger fired only once or will it be fired for each FLOW (assuming each FLOW updates different fields)
Additional ...
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Deploying flows through CumulusCI
I have a full Salesforce repository in Vs Code that I deployed with the command cci task run deploy. I had some issues including a recent change of mine which included a new Quick Action that runs a ...
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How do I add an event to a specific public calendar using a flow and "New Event" action?
First let me say that I'm new to salesforce so forgive me if I should be doing this another way.
I have a record-triggered flow with the goal to add a sales appointment to a public calendar named &...
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FLOW_ELEMENT_ERROR|Operation not valid for this user type when creating Oppt related to contact via PlatformEvent Triggered Flow
I have a flow that triggers by a trigger that publishes a platform event, in the flow I do some fields updates, and I create a task and an opportunity related to the targetId passed from event to flow....
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Best design for emailing groups of Users that are collaborating on a Case
We're using Cases, but long-story-short, we're not really using Service Cloud licenses. We have a heavily restricted form of Service Cloud licenses.
We need to be able to have teams of people across ...
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Flow Copying a Value To a different field - Editable Fields
I am currently building out a flow to copy the value of the Annual Recurring Revenue field (Recurring Revenue is also the name of the field) to populate in the ARR Booking Field automatically. However,...
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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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Record Id sent from scheduled flow to Apex is coming as null in apex
The record sent sent from scheduled flow to Apex is coming as null. When I debug the flow, it is working fine and I could see record id.
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Salesforce Flow: Error Handling
I have a screen flow and i want to manage Error Handling. So, in the "Fault" path, i have added a screen element where i show the {!$Flow.FaultMessage}. The problem is, that the FaultMessage ...
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Trouble adding Case Comments Update using Flow
I'm having a difficult time getting my Flow to update the comment section on a Case. I'm looking to build a flow that allows users to transfer cases and leave a comment as to why. I am able to get the ...
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Lookup Fields Showing up Blank for Guest User in Screen Flow
I have a screen flow that is being used on a public site. Everything in the flow is working correctly, except there are two lookup fields that are showing blank (no label or placeholder, and the field ...
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How to restrict users from editing certain fields on opportunity layout?
Alright, so these are things i have to work with :
Assuming user u1, u2 and u3 (all have the same profiles),
Same opp record type is assigned to all of them.
If a custom field (sub_record_type__c) is ...
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Check if user has a custom permission group assigned in Salesforce Flow
I have a flow on the Salesforce Case object, and I want to assign the case record to a queue based on the following conditions:
If the user's assigned permission set group contains 'x' in the name, ...
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Why my flow is not updating the records
I have a flow which should update the event status to closed after 1 day if the records are not in closed status.
scenario is: event history is related record in event.
when event history record is ...
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When the Salesforce Survey is submitted using the link, how do we get the ORG Base URL using Record Triggered flow?
My implementation: Implemented a flow, triggered when someone submits a Salesforce Survey. The Survey Link is sent to the user using email. I need the org URL to generate a Record Link in the flow. ...
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WhoID/WhatId is not available to send email to the UserId getting this error in salesforce Flow send email core action
I have set up an email alert for the parent account owner(using Account Hierarchy owner) under account hierarchy if any account is created with a different user then the hierarchy owner gets notified. ...
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approval process is not accessible to guest user
Premise: I have a managed package called Click Approve which performs certain functionality and on completion it invokes my own 'record-triggered' flow. This package performs all its actions using a &...
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there a quick an easy way to remove commas from a flow screen number input component?
I'm working on a screen flow. When I run the flow and write a number I get a comma in the thousands place. I was wondering if there is a quick an easy way to make sure the comma is removed? For ...
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Deleting a Flow via CI/CD - how?
I have a flow that was deployed to multiple production orgs via mdapi CI/CD process. This flow updates 2 fields. Turns out this was not a solution and I now need to delete all 3(the flow + the 2 ...
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Flow get user input into custom component
I have component and need to use here user input from flow screen. So i have a text field with api name 'Request' and want to use input from that field in my custom component, that replaces default ...
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Is it possible to create an lwc that other lwcs can be drag and dropped into?
I would like to create an LWC (lets call it the Parent LWC) that is usable within the Flow builder. When Parent LWC is dragged onto a Flow screen, I'd like for the user to be able to drag other Flow ...
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Syncing data with legacy system
Because of the dreaded SOQL 101 limitation, I have a few flows that run with a delayed path. This is ok, as the processes in the flows do not require to be run instantly. However, in the delayed path ...
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Record triggered flow not invoking when Event record is created via Lightning sync
Issue:
In our org events are created via lighting sync when outlook meeting is scheduled for user who is part of sync configuration.
When a lead has events associated with it and that event owner is ...
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Hyperlink field leading to Opportunity Record (Flow and Process Builder)
Thank you for responding. I have taken your advice as best as possible. As of now, I am not receiving any errors, but the fields are not populating when I create a new task that fits the criteria ...
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Unable to Get response from third party in flow using external service
I am trying to call a http callout from flow using External services but unable to get the response in flow , the same request is working in Postman . Below the screenshot of the error is attached , ...
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Use Checkbox-Group to update multiple records?
I'm trying to figure out flows work with multi-select checkboxes. At this point I can only select 1 id from the list, despite the flow debug logs showing that I have selected 2. I'm aware of the ...
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Flow - Validating Conditional Text Field Input
I have a flow with a screen element. It has 3 picklist fields and, dependent on the input in these fields, a pair of conditionally visible text fields become available for input.
I want to validate ...
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Flow in Unlocked Package fails as Formula uses no namespace
I created a Namespaced Unlocked package out of that repo.
https://github.com/rsoesemann/salesforce-isv-cockpit/blob/master/force-app/main/default/flows/NotifySlackOnError.flow-meta.xml
It contains a ...
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Flow not updating from API inserted field
I have a flow which triggers when a date field is populated or updated. It will trigger when:
I update and save manually
When I bulk update from data loader io
When I update using Zapier
However, it ...
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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 fix this loop in flow
I have a snippet of a flow I am working on below:
What I am trying to do is the following:
An account record id is passed which then
finds all partner accounts to it by getting the account ...
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Salesforce Flow Converter
Does any kind of tool exist to display the full contents of a salesforce.com Flow in a single pseudo-code type page or, better still, to convert the Flow to Apex code?
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Field Integrity Exception while deploying Flow
I've a flow which saves fine and as of now do not run into issues on dev sandbox. However , when I try to deploy this to Test org I run into Field Integrity Exception.
As a series of tests to find out ...
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Omni Channel Flow Error: The queue isn’t valid for this object type
My flow is using an action called "Check Availability for Routing" to retrieve information about 3 queues like this:
I configured each of the action elements selecting the Queue, and then ...
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Flow to Look Up multple Account records, copy field from each record to clipboard
I am hoping to find a way that I can achieve the following:
Users are composing an email to a client. They are providing information to the client about one or several Accounts which serve as resource ...
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How to prevent a record triggered flow from executing multiple times
I have a flow where when a field called last touch point date is updated in an opportunity, it then offsets creating a task for the opportunity owner by 7 days to remember to follow up.
I am a ...
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Flow on Price Entry Object when Unit price is changed & populate parent Id when some conditions on Parent field matches
We have a requirement to create a flow on Price Entry Object , which should be triggered when the Unit price is changed & display the Parent Object Id when certain conditions on Parent object ...
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SF - Create Flow based on 'If Quote Line Items Name Contains'
I am trying to create a flow based on the following:
When a Quote status changes to 'Accepted'
Check all Quote Line Item Product Names
If any Quote Line Item Product Names contain a certain string
...
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Redirect to 'create new record' page from flow
I have scenario where I have designed a flow that when new button clicked on A1, A2 or A3 object's, flow ask questions and then creates record for A1, A2 or A3 based on asnwer. As soon as user click ...
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How Do You Get an Empty Response Body Using Declarative External Services
Note: This is for declarative External Services. We are not writing Apex but using the UI and Salesforce generates the Apex classes. I need to include this until the name of this is changed by SFDC
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Is there a best practice in Flow for using "IS CHANGED" operator vs. "When to Execute Outcome" setting?
Flow decision elements have multiple ways to control when to run a particular path. I frequently have requirements which look like "when this application step is completed, move the Application ...
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Can I Delete Sharing Record with Flow? Salesforce
I'm currently using flows to provide Read/Write access to records associated with a
related object record using userIDs from two lookup fields.
(similar to this method:
https://salesforce....
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Flow email alert receiving "insufficient access rights on cross-reference id"
I am using a simple flow to try and send email reminders out to clients one week before a due date. The loop is functioning correctly to bring back a list of records to email, but the email alert is ...
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