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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Why "How to Run the Flow" option is not available in Record-Triggered Flows?

Does anybody know why the "How to Run the Flow" option is not available in Record-Triggered Flows? This flow should run in System Context Without Sharing—Access All Data. Currently we have ...
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15 votes
2 answers
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Breaking a flow into 2 different transactions

IS there a way to break a single flow into 2 transactions? we have a really long flow that does a huge part of our business process, we are hitting governor limits due to the number of update/inserts/...
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12 votes
2 answers
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Getting an error that a flow "was" activate and cannot be overwritten

I'm using Salesforce Migration Tool (Ant) to deploy flows and processes. If memory serves, so long as the flow in the destination org was not activate (or deactivated) I could overwrite it. If you ...
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1 vote
2 answers
5k views

Mass Delete flow and flow versions

I'm trying to delete some old flow which are inactive via workbench. DestructiveChanges.xml <?xml version="1.0" encoding="UTF-8"?> <Package xmlns="http://soap.sforce....
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  • 137
3 votes
1 answer
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Apex variable map values passed to auto-launched flow not recognized by flow

Let's say you are invoking an auto-launched flow from Apex using this simple syntax Flow.Interview flow = new Flow.Interview.myFlow(new map<String,Object> {'MyId'=> someId}); flow.start(); ...
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3 votes
6 answers
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Apex InvocableMethod not showing up in Flow

The Apex class is not in a package, has global visibility, is Active, has passing tests with 86% coverage, and the method has the @InvocableMethod tag but it is still not showing up in the picklist ...
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  • 384
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1 answer
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How to combine VF page with visual flow to upload file

I am building a wizard with visual flow and one part of it has to be screen for uploading file. I found that there is no way to put file picker in flow, so indeed it has to be done in vf page. What is ...
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29 votes
3 answers
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Flows/Processes, Version Control and CI

I've started using Processes and Flows and am really excited about these features -- but am still wrapping my mind about how to manage them in Version Control (which I use) and Continuous Integration (...
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15 votes
2 answers
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How do I pass parameters to a Visual Workflow?

I need to pass an ID as an input parameter to a visual workflow. I could not find any documentation on how to do it. Is it possible?
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5 votes
2 answers
16k views

Trigger flow if a specific field on the updated record changed

I'm using a flow to set a field to a certain value (01, 02, 03) depending on the value of another field on the same record. I initially wanted to do it with process builder but because of the mapping ...
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7 votes
2 answers
707 views

How to bulkify Flow call from Apex

I have a process built with a Process Builder. It fires on contact update/create. Under certain conditions that process launches a Flow. Flow accepts two Parameters - ContactId and AccountId. If I ...
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5 votes
3 answers
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How to create a custom CSS file for Flows?

I need to completely change the design of a Visual Workflow (Flows) I have made, I know that I can provide a static CSS file as follows: <apex:stylesheet value="{URLFOR{$Resourse.styles, 'styles....
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5 votes
1 answer
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Visual Flow: How to set Date field to Null / Blank?

I can't figure out how to do this. There seems to be no global constant for blank/null associated with Date fields. If I attempt to add {!$GlobalConstant.EmptyString}, or {!$GlobalConstant.Null} to ...
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1 vote
1 answer
953 views

In a flow, collection variable contains what it is supposed to but skips decision outcome, how would you handle it?

"Open" Outcome conditions Does Require Record Changed to meet criteria: true {!contactsStageText} ([Open]) Contains Open Skipped this outcome because its conditions weren't met: EDIT: ...
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  • 113
9 votes
1 answer
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How to pass in a list of Strings to an Apex Action in new Flow Builder?

I have a simple screen flow, which takes in a case Cancel Reason, and if that reason is Other, will get allow a user to specify the other reason via text entry. We have an Apex server method called ...
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7 votes
2 answers
3k views

How to accept generic "SObject" in Lightning Web Component for Flows?

I've got a custom built LWC to be used within a screen component in a flow. My component basically renders a collection of SObjects in a distinct way. It can also deal with different types of sObjects....
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1 answer
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Help with finishLocation on flow

I have a Flow that creates a new case and I'm trying to have the last step take me to the new case. I pulled some stuff from http://www.ukprogrammer.co.uk/index.php/redirect-flow-finish-location-to-...
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4 votes
3 answers
2k views

Bulkification of Flow with invocable action - error re: number of results - how do I resolve?

I'm getting the error "The number of results does not match the number of interviews that were executed in a single bulk execution request" when I insert more than one record into an object ...
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  • 43
4 votes
1 answer
4k views

Invoke an Auto-launched Flow in Apex?

This seems like it should be easy but I'm having a lot of trouble finding any resources from after 2014. It's a rather simple scenario. I have a Flow and need to invoke it from an Apex Trigger + Class ...
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  • 1,057
3 votes
1 answer
742 views

Is there a way to ignore flow errors?

I have an auto launched flow that I would like to just ignore the errors of if they occur. I currently have several fault connectors going to a dummy assignment. However I keep receiving error emails ...
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  • 137
3 votes
3 answers
2k views

Flow On Schedule

I"ve created a flow that I'd like to run monthly on the 7th day of each month. How can I do this with scheduled apex. I have no experience writing apex from scratch. Any suggestions or starting off ...
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2 votes
1 answer
582 views

Testmethod support for record-triggered flows with scheduled paths

I thought it would be a good idea to write some Apex testmethod automation to verify the scheduled paths on a record-triggered flow. But as far as I can tell, you can't do this (as of V51) Am I right? ...
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2 votes
1 answer
476 views

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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  • 255
2 votes
1 answer
4k views

How to bulkify headless flow?

I have access to the headless flow pilot and I have a process I would like to bulkify. Basically a Lead could be Opted in, in which case we need to make some fields true, or opted out, marking the ...
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  • 5,175
2 votes
1 answer
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How do you invoke an external service in a flow triggered by a new Contact Creation?

I am using Salesforce Lightning mode and looking to use the configure not code approach. I have an external service defined. The scenario I am trying to implment is as follows: User Creates Contact ...
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1 vote
1 answer
6k views

How to set Sender Address in flow's "core action"

I am struggling to set the sender address when sending a simple email using the Flow's core email action. No matter what I put in the sender address field, the running user's email (my email) appears ...
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0 votes
1 answer
103 views

Formula Assistance

I am creating a formula variable in a Flow but keep getting this error. Crop net Acres is a Number field. IF( ISBLANK( [Opportunity].Crop_Net_Acres__c), 0, ( [Opportunity]....
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  • 35
0 votes
1 answer
1k views

Resuming and Finishing the flow

Created a flow in the sandbox to capture a survey. I have enabled the ability to Pause the flow and added the component to Home page. All the screens for the flow is complete and when I test run ...
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  • 2,493
5 votes
2 answers
4k views

RecordTriggerAutolaunched flow Not firing

I have done field update in approval process final approval action. I have created a RecordTriggered flow based on this objects field update. In the flow am updating its parent record field. But the ...
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  • 51
6 votes
3 answers
6k views

Figuring out what flow the flow ID corresponds to?

I'm getting occasional emails that my Web-to-Case is failing in a manner related to the flow with an ID of 301U0000000Cxwl. How can I determine what flow this is? Also, I haven't had any changes in ...
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  • 463
3 votes
2 answers
11k views

How to generate a PDF and have it download from a lightning web component

I'm trying to show a button on a Lightning Web Component, that when clicked generates a PDF and immediately starts downloading on the browser. The LWC lives in a Screen Flow and I'm currently ...
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  • 155
3 votes
3 answers
10k views

Loop through comma separated values in Visual Flow

I have a process where a Photographer provides an Excel sheet with all the zip codes of the locations they're willing to take pictures in. Currently we have to massage and data load that data. Is ...
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9 votes
1 answer
8k views

Get Size of Collections in Flow

I was excited to see an idea I was about to post, already delivered (rare happenstance with me and Salesforce), but apparently the release notes just link to the ideas page that says it was delivered ...
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  • 4,368
9 votes
2 answers
5k views

Can we provide custom buttons in a flow, or provide the ability to cancel an interview?

The title says it all. We have flows where we'd like to provide an option to cancel the flow completely on some earlier screens. In the flow I'm working on now, there's just one screen in the flow ...
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4 votes
1 answer
11k views

Is it possible to return a value from a Lightning Component to a flow?

I have a screen flow that calls a Lightning Component (Lead Search). The component allows a user to filter for certain records (opportunities, accounts, and leads). The controller APEX class returns ...
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  • 3,179
2 votes
2 answers
3k views

A flow trigger failed to execute the flow with version ID xxxxxxxxxxxxxxxxxx

"Workflow Action Failed to Trigger Flow The record couldn’t be saved because it failed to trigger a flow. A flow trigger failed to execute the flow with version ID xxxxxxxxxxxxxxxxxx. Solution as ...
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8 votes
2 answers
9k views

Flow + @InvocableMethod: How to assign output to collection/sobject collection variable?

There are methods like: @InvocableMethod public static List<Id> loadContact(List<String> ids) { or @InvocableMethod public static List<Contact> loadContact(List<String> ids) ...
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7 votes
1 answer
1k views

How to get list list of flows accessible by a User based on Permission Sets?

In order to provide more granular and controlled access to flows, all our flows are enabled with access setting of "Override default behavior and restrict access to enabled profiles or permission sets"...
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  • 95
4 votes
1 answer
844 views

Flow passing in record with picklist value into Invocable Apex method causes error

When I am trying to pass records prepared into an Invocable Apex method from a flow that have had picklist values set on the record I receive the following error message. An Apex error occurred: ...
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  • 1,041
4 votes
1 answer
4k views

Unit Test for Controller that Calls a Flow

I have a controller that initiates a flow when a button is clicked on a lead. I understand that unit test classes cannot make web callouts, so I have created a class that implements the ...
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3 votes
1 answer
7k views

Flow Error - The number of results does not match the number of interviews that were executed

Calling Flow from Process Builder and getting error. The Flow has Invocable Apex solely to collect the "bulkified" records that Salesforce gathers, it was my understanding this is how we gathered them ...
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  • 1,446
2 votes
2 answers
4k views

Evaluate the current User in a visual workflow

I created a Visual Workflow that launches after a user clicks a custom button on the Account page. I'm wondering if I can use Decision logic to evaluate certain attributes for the logged in user and ...
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2 votes
3 answers
1k views

Error - Failed To Execute Flow - 301 Prefix - Process Builder

I'm finding no helpful information on this. When an error mentions a 301-prefixed Id, I know it's Flow related (probably Process Builder), but I have no clue how to hack a URL to showing me the Flow (...
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2 votes
2 answers
803 views

Does a platform event triggered flow run in system mode?

As I understand it, normally flows are run in user mode. However, when a flow is called from a process, the flow operates in system mode. Previously, in order to run a flow from a platform event, it ...
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  • 888
2 votes
1 answer
5k views

Error Occurred During Flow Action name not found: null. Need to force Class Compilation?

I've occasionally been running into a problem when installing a managed package I'm creating. A simple Screen Flow where at the end it is using an Action to call into an InvocableMethod I am providing....
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2 votes
1 answer
2k views

Using Process Builder to react to new email being sent from account

I would like to create a record when a new email is sent from an account. I tried to create a new process that fires when a new Task (Subject starts with "Email") but the process never fires. I even ...
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2 votes
4 answers
9k views

Visual Workflow - Create multiple records based on dynamic choices

I have two objects that are related via Master Detail through a junction object. Lets call it ObjectA, ObjectB, JunctionObjectC. I have flow that creates Object A and stores the new record ID. Later ...
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2 votes
1 answer
1k views

Why does my Record-triggered Flow Scheduled Path not show up in Time-Based Workflow query results?

I built an after-save record-triggered flow on Opportunity using the Spring 21 Scheduled Path feature. When testing the flow, I went to look at the UX under Setup | Monitoring | Time-Based Workflow ...
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2 votes
3 answers
3k views

Process Builder keeps failing

I am trying to explore this feature.I am doing a simple step : which check if object A is created or edited, it should insert reecords of change into Object B. But i keep getting the below error: ...
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  • 565
2 votes
1 answer
1k views

Visual Workflow Text Area Character Counter

I've successfully implemented a character counter using js in a visualforce page. I was hoping to use the same or similar functionality for text area fields in a flow embedded in a visualforce page, ...
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