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.
2,736
questions
0
votes
1
answer
40
views
Web flow and access/refresh tokens via php
I'm trying to implement a web flow authentication process using php; so far, I've created the necessary index.php file which is used to get the first code:
// Generate a random code verifier
$...
1
vote
1
answer
45
views
Some flows not working on 2G managed package in Production Org
I've hit a bit of a snag and could use some insights.
The Core Issue
So, I've been working on this 2G managed package (API version 59) and finally got it released and installed in the production Org. ...
- 55
-1
votes
0
answers
32
views
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 ...
- 641
-1
votes
0
answers
19
views
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 ...
- 9
-1
votes
0
answers
23
views
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 ...
- 1
1
vote
1
answer
32
views
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 ...
- 133
0
votes
0
answers
22
views
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....
- 11
0
votes
0
answers
11
views
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 ...
- 413
0
votes
1
answer
39
views
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 &...
-1
votes
1
answer
42
views
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 ...
- 1
0
votes
1
answer
28
views
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,...
- 1
-1
votes
1
answer
35
views
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.
0
votes
1
answer
26
views
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, ...
- 21
0
votes
0
answers
27
views
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. ...
- 399
0
votes
0
answers
49
views
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 ...
- 1,709
0
votes
1
answer
30
views
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 ...
- 11
-1
votes
0
answers
28
views
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 , ...
0
votes
0
answers
42
views
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 ...
1
vote
2
answers
44
views
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 ...
- 1,763
0
votes
0
answers
59
views
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 ...
- 15
2
votes
2
answers
141
views
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 ...
- 37.3k
-1
votes
0
answers
17
views
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 ...
0
votes
0
answers
19
views
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 ...
0
votes
1
answer
43
views
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 ...
- 3
-1
votes
0
answers
12
views
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 ...
- 1
0
votes
1
answer
31
views
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 ...
- 95
-1
votes
1
answer
43
views
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 ...
1
vote
1
answer
78
views
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 ...
- 413
1
vote
1
answer
64
views
How to query for related object information in Flow to store in a collection
I'm attempting to build a screen flow that will display a table of records that are related to the record of the page where the flow is embedded. In that table of records I want to show related ...
- 35
-1
votes
0
answers
30
views
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. ...
- 1
1
vote
1
answer
51
views
Screen Flow Number component is not updating
I had created screen flow with three component.
Component 1:Start Date
Type- Date Component
Component 2:End Date
Type- Date Component
Default Value - Formula(Start Date + Days Left)
Component 3:...
- 21
0
votes
0
answers
23
views
When an email message is Opened the system does not seem to recognize that it has been updated for Flow [duplicate]
I have created a flow on the EmailMessage Object that is supposed to run anytime an email message record is created or updated if it is related to a specific Customer Object record.
On the related ...
- 15
2
votes
0
answers
44
views
Flow is rounding numbers to 3 decimals on double apex defined variable
I have an apex-defined variable of type double I'm using in a flow. I need to be able to assign a number with 4 decimals to it, but it's always rounding to 3 dps on assignment.
I can't set a limit on ...
- 21
-1
votes
0
answers
29
views
How can I create modified clones of an opportunity in a flow, build a collection, and create the records in the database?
Asking this question, since the other question on this topic is 10 years old and during that time, a lot has changed in the visual screen flow.
I am trying to construct a flow to create multiple ...
0
votes
1
answer
25
views
How to redirecct to record detail page using ltng out app and flow
I'm using a ltng:outApp that opens a lightning:flow from a visualforce page. The flow takes multiple inputs from the user and creates a record on a custom object. When the flow finishes I'm trying to ...
- 19
0
votes
1
answer
30
views
Issue using multiple ISNULL entry conditions for a record-triggered flow
I am running into issues when setting up an asynchronous flow to trigger based on multiple ISNULL conditions.
For context, there are two separate account look up fields. When one of these fields is ...
0
votes
1
answer
44
views
How to deactivate all flows via sf cli
I'm trying to deactivate all active flows via sf data cli
I saw docs said we can deactivate if via Metadata field
You can activate and deactivate flows with the Metadata field.
Below command is ...
- 55
1
vote
0
answers
66
views
Get Records step in flow fails with "No Records Found" and exception code 231671529-59965 (977953077). Query in workbench fetches records
(I am an advanced level Salesforce dev/architect. Have developed several flows in the same org and deployed, never had such issues! But this is new since the Monday of this week):
This is a flow I am ...
0
votes
1
answer
72
views
Flow - Copying one Field Value to Another Field
I just want to preface this by saying I am new to building out flows, so lots of trial and error, just wanting to guidance and advice!
I am wanting to create a flow that copies a currency(numeric) ...
- 1
-1
votes
0
answers
26
views
I want to override the standard new button and invoke a flow
I want to override the standard new button functionality and replace it with a active screenflow. But upon trying to do so is getting me this error: "Hmm, that didn't work. Check your internet ...
0
votes
1
answer
41
views
Image URL issue
I have formula field which displays image on Quote pdf where image URL is in text field. Since '&' is getting replaced by '&' am getting broken image. I am using Substitute function which ...
- 13
-1
votes
0
answers
31
views
How to create a custom button on the Screen flow to determine user clicked the button or not?
Hope everyone is enjoying the day!
I am a new starter in Salesforce. I have a Flow which is cancelling the record.
Scenario:
The Flow will be called via quick action button on the detail page of the ...
0
votes
0
answers
16
views
Access values in the header, using the Flow external services actions
I'm trying to figure out if it is possible to use the flow external services components and retrieve values that are passed back in the response header.
Specifically, the Campaign Monitor ...
- 21
-1
votes
0
answers
21
views
I've created record triggered flow for external callout, its working fine while debugging but when run this from record , it's not triggering the flow
I've created record triggered flow for external callout, its working fine while debugging but when run this from record , it's not triggering the flow
0
votes
1
answer
39
views
I am trying to create a flow in Salesforce org that will update a custom lookup field(user) to blank when the user has been deactivated
I have created a record triggered flow: object user. I need to update the SDR2 custom field to blank, which is the lookup field to user, when the user has been deactivated.
The condition I have ...
0
votes
1
answer
38
views
External services generated Dynamic Apex has _set attribute which is rejected by target endpoint
Trying to use External Services to process a list of Objects.
YAML JSON attribute looks like below,
"FirstName": {
"type": "string",
...
- 2,417
0
votes
1
answer
35
views
How can I use a formula in flow to update related records in record triggered flow?
I have created a record-triggered flow to work with an field update change in an approval process. The flow is fired off a child object called Subsidy Request with a currency field called Requested ...
- 691
-1
votes
0
answers
34
views
Salesforce Flow to compare field value to other values of the same field in other records of the same object [closed]
I want to create a flow to check, if the value in WorkItemId field of a newly created record of the agent work object, is the same as the value in the same field for any other record of agent work ...
-1
votes
1
answer
34
views
Field is not writeable: Opportunity.PartnerAccountId
I am trying to update the field PartnerAccountId (Partner Account) on Opportunity object when a Lead is converted and a new Opportunity record is created.
I am doing this in Trigger Before Insert ...
-1
votes
2
answers
42
views
Salesforce Flow History Tracking
I have a flow in Salesforce that has made changes to records in my organization. I would like to identify which records were affected by the flow. How can I track and determine the specific records ...
- 1