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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"Get records" element is not sorting the records correctly in a flow
I have a Get Records element in a flow which is supposed to return 16 records in ASC order based on a field called Ranking__c (Number data type). And then I have a loop which goes over these 16 ...
- 195
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17
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Scheduled Path Flow
I have a record triggered flow in which should get triggered on create or update of opportunity. Requirement is whenever stageName is getting changed to "Closed Won" or stageName equals &...
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Is there a way to shorten the amount of time the FLOW_ELEMENT_BEGIN takes?
If you look at the screenshot of our log analysis, you see that the FLOW_ELEMENT_BEGIN takes a lot of time. Lately, we have been getting CPU timeouts. Is there a way to significantly reduced the time ...
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Would flows execute before QCP script?
This might be a fairly simple question but not much available documentation around it. I have a flow on SBQQ__Quote__c object which is making some field updates on related quote lines. I also have a ...
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DML update not executing a large batch
I use a flow action to update Enrolment records. It works for a smaller batch size around 500. But it doesn't work for a larger batch like 1500 records.
Debug log doesn't give any errors I broke the ...
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When CaseStatus is changed to “Further Action Required” a Case Comment must (required) be entered in order to save and or transfer the case to a User
When Case Status is changed from "new" to “Further Action Required” a Case Comment must (required) be entered in order to save and or transfer the case to a User.
So are there is any ways to ...
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2
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50
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External Services - Accessing nested object in response
I'm testing out using external services with the OFAC-API.com
I'm successfully using Search API v3 to search for a fella in Russia.
I'm having trouble parsing information out of the response, as its ...
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Get records filter based on date time to date comparison possible?
I have a scheduled flow where I'm trying to do a get records to get all records where a date time field value is today's date. E.G. Get records for object account. Field LastActivitybyHuman__c is a ...
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Any other solutions other than Pause and Resume flow interview?
My requirement : I have a simple flow where in the flow sends an email to the contact but now client wants to first receive the email to their specific sales rep and if everything is ok, then would ...
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196
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REGEX in Salesforce Flow to retrieve a substring
I need to retrieve a substring from a text field in a flow. is it possible by using regex instead of apex ? If i try this regex i receive false as result ( boolean ), i should get true and then i ...
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Screen flow that asks the running user for their password then displays sensitive information on a screen
I'm looking to add a button to the Account page layout that will launch a screen flow asking the running user their salesforce login password, ideally i would like the flow to check this is correct ...
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Custom metadata types clever trigger possibility
Is there any way to cause a triggering event on custom metadata types?
I know there is this idea, which is not implemented.
I have a use case where I need a country list stored (can create custom MDT)
...
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lightning:listView LWC inside Flow
Hello guys I am working on a Flow that get some records from the Attachment object where the user, who is currently using the Flow, is the ownerId of the Attachments that are stored in the getRecords ...
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How Approval Processes Actions will be done after the freezing of workflows?
Salesforce has announced that they will be retiring their Workflow Rules and Process Builder functionality.
As a result, users will no longer be able to create new workflows or make changes to ...
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Getting below error in flow’s update element when everything is correct
This is the error I am getting when opening the update element. However, the flow is working fine.
"We can't reference fields. Check that they're still valid references and that you have ...
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How to validate external object data?
Requirement - When user enters a value in a field(Example__c) then it needs to be validated against an external object and only if the value matches then only we save the changes.
Tried so far - ...
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Dynamic question display in salesforce [closed]
I have a requirement where i need to achieve the below structure
Question 1:
Answer 1
Answer 2(selected this so below subquestion should open)
Question 2
Answer 1
Answer ...
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Custom Delete through flow is deleting record but record page remains open showing - 'something went wrong'
We have a custom Delete action on Record which is controlled by flow.
On click of the button a new tab opens beside the record, to perform the delete action, once Finish button is clicked, this tab ...
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48
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Compare and merge duplicate records within a screen flow
I am building a flow to merge duplicate records. I am looking for a way to invoke the "Compare and Merge" button on the "Duplicate Record Set" object without having to send the ...
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42
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Apex class called from a flow wont give me the option to pass a collection of records
I have a flow setup to pass in a collection of opportunities to process and send back a collection of opportunities. In the flow I have queried the opps, assigned them to a record collection variable ...
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How do you create a flow that captures quantity field and product name field from related records and populate a total for each product on account
I am hopeful to find some help or guidance on how to total up partial credits by product name on an account page.
We have account page
Cases are created for an account
If warranted a credit request ...
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Passing a record from a Flow to an Apex class
So, if I search for InvocableMethod there is a lot of documentation such as this:
https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_classes_annotation_InvocableMethod.htm
...
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Can I get flow interview details using APEX/Metadata/Tooling API for any specific record?
My Use case:
I have created a trigger flow on Lead to run after 3 days of lead creation.
I want to show the interview status in a LWC component
Users can pause/reschedule interviews from the LWC ...
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How to access all Screen flow variables in Omni-channel flow?
I am building an omni-channel flow that calls a screen-pop that I created. My screen-pop is meant to collect a bunch of custom variables that I will then use to auto-create a task in the omnichannel ...
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Why is my screen flow not contextualizing to the current record?
I'm working on a very simple screen flow and I need your help...
I have a contract object that has a tutor field, which refers to a contact record. On my contact page, I want my screen flow to include ...
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Receiving this error "Method does not exist or incorrect signature: void add(OpportunityTeamMember) from the type List<List<OpportunityTeamMember>>"
I am trying to pass a list of records back into a flow as a collection variable but keep hitting this error Method does not exist or incorrect signature: void add(OpportunityTeamMember) from the type ...
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1
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39
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Passing Record id to flow through list view button
There is button placed on account list view which calls a flow, it enables user to select multiple accounts and pass those id's to flow. now i have placed thais list view on 'Training'(custom object)...
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Record Trigger flow - when a record is deleted
I have created flow that triggers when an account record is deleted, then it should delete all the related contacts and then cases that are related to that contact and update the related opp with son ...
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Auto follow to stream using apex/flow?
I have a situation, where I want to add records to streams automatically (ignore the 25 limit for now)
If using Flow, I don't see any way to do that.
Is it possible ?
In apex, I need the solution to ...
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Flow is going back to first screen after clicking FINISH button on screen component
I have a screen flow that checks for a decision and based on the decision it shows the respective screen. When I select an option, it properly navigates to the next screen. However when I click on ...
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Case Auto response email issue with send and email from the Flow
I have Record-triggered Flow, in that I have core Email action with Text Template (Also tried with Email Alert As well).
And I have created a Formula field for Case Thread Id, and added in body and ...
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mobile phone number format [closed]
I have a question:
When we will enter a 10 digit record in a field(text or number),
for example 1234567890,
after clicking 'save', it should save as (123) 456-7890.
How can we achieve this ?
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Problem with Action button that calls Aura component that contains a Flow with Apex action
Hello guys I have the next situation... as the title says I have an action button that calls an Aura Component that calls a Flow. this flow receives recordId input and I search its correspondent ...
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53
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Can we send bell notification and email using flow at the same time
I have a requirement where if any Salesforce user tried to update stage value of an opportunity record not owned by him then I need to send a bell notification as well as a email to that opportunity ...
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Record-triggered Flow Scheduled Path only works in debug?
so my requirement is this: A case should be automatically updated (status set to open) 5 days after the last modified date from the case (with some conditions). As an extra there should be an auto-...
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Search for Specific Text in a Multi-Select
I have a multi-select that lists bandwidths. Some are in Mbps, and some are in Gbps. I need to know if any of the selected options is over 1 Gbps, so I'd like to search the multi-select for the text '...
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'Apex request count has exceeded limit' error in Flow
I got the following error: Error Occurred During Flow "Send Slack Messages": Apex request count has exceeded limit.
The "Send Slack Messages" flow is a custom flow that simply ...
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using screen flow How to create a lookup field in quote object to display all contact records related to Account
using Screen flow(custom action) iam creating a new quote record from account Record with few quote fields
2.here i have a field with label name quote contact which need to display all contact related ...
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54
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Send Lead details using email template to specific user email address when lead is created
I have a simple web-to-lead that works as expected. What I want to do is send a copy of the form details if the lead meets a certain condition. Condition being:
LeadSource = "example".
The ...
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Can't upload File -- Community
Hello guys I have a problem with a File upload field of a Flow that is contained in an aura component. I directly show the Aura component in a Page Site, that is why I need the Aura component.
The ...
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sending bulk emails using sendEmail action in flow
I have been lately exploring on how to send bulk emails from flow. There is documented way to send single email using singleEmail action as described here. I implemented this and new I can ...
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LWC component not displaying Account data in screen flow
i have this code which should display some fields of an account list on a screen flow.
The component works but when it should display the accounts data it doesn't, it's empty.
public without sharing ...
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How can I find out where the value of this field is set? [closed]
We've started using LeanData with our Salesforce installation. We installed LeanData from the Salesforce app store. One of the fields is:
LeanData__Campaign_Member_Object_Type__c
There is an alert ...
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Use formula or Flow to set a value on an object?
I am new to Salesforce and I am unsure when I should use a formula, versus when I should use a Flow.
We just started using a new external HR system that assigns values to each of our employees, and we ...
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Property 'filterFormula' not valid in version 51.0
I m facing issue while deploying the flow. with below error
Property 'filterFormula' not valid in version 51.0
ISNEW() || ISCHANGED({!$Record.StageName}) ) &&
NOT({!$Record.IsClosed}) &&...
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Flow Decision Element Contains Value, executing Default outcome anyway
I have a flow where I am looping through related detail records and adding their names to a flow variable "Product Name" - data type text, then adding that variable to variable collection &...
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How to have a flow picklist include only a subset of the options available?
I am working on a Create Opportunity flow. Our team needs to state on the Opportunity which countries are relevant to it. I have a requirement to present the team with a multi choice picklist that ...
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Dynamic output type from Invocable method
Is there a way for an Invocable method to return different output types based on inputs. For example, it could be List<String>, List<Boolean>, List<CustomClass> or List<List<...
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Does Fast Update Flow consume a SOQL when we use the dot-notation to populate fields?
My question is, I have a Record-triggered fast flow on Opportunity. This is essentially a before-insert trigger context logic.
Now in my flow, I am using the provided traversal from Opportunity to ...
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Screen Flow - Configure Each Choice to get related Values
I am creating the Screen Flow with Resource type as Record Choice set. IN the Choice Label I need the Parent object value. Getting Invalid error.
Created Record Choice set for contact object in the ...
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