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.
1,228
questions with no upvoted or accepted answers
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Are Visual Workflows/ Process Builder based on Apex?
What technology is behind Visual Workflows/ Process Builder?
See salesforce.com/video/303091, fwd to 38:28... per Josh Kaplan, none of the declarative tools compile into java bytecode instructions. ...
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6
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0
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786
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Collection Variable as Dynamic Choices/Choices in Visual Workflow
Is there a way to use a collection variable for a dynamic choices/choices element within the flow?
ex. I have a collection variable "numbers" within the flow that I've already populated with (1,2,3) ...
- 1,099
6
votes
1
answer
221
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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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5
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700
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Marketing Cloud Journey Builder PB/Flow on Contacts Causing CPU Limit Issues
In our Org, the JBSystemFlow_Contact flow is being called by a Process Builder every time a Contact is saved, and causing us to hit the CPU Governor Limit. I know that CPU limits can come from ...
- 3,514
5
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1
answer
795
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Unit test for Pause Reason in a Screen Flow
I've created a script in apex that captures the pause reason in a screen flow.
In general, I use the FlowRecordRelation and FlowInterview to capture the pause reason and save it to a specific field.
...
- 1,587
5
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3k
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How to identify the parent record related to a paused flow interview using a SOQL
I need to cancel some of the actions scheduled by different process builders (executed on opportunity) but it is not easy to identify the related paused interview flow records....I dont know how can I ...
5
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2k
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Salesforce deploy error flow: The processMetadataValues entry for TriggerType has an invalid value
I am trying to deploy to a scratch org, but it fails on 4 flows with the following error:
The processMetadataValues entry for TriggerType has an invalid value.
The current method of deploying is ...
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5
votes
1
answer
222
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Process Builder - scheduled action problem
We have found out a big problem by using Scheduled Action in a process builder.
In a process builder we have built a condition that fires when record is in a given status and this condition starts a ...
- 161
5
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0
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377
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Fast lookup does not always return data as expected - sometimes will after wait
I'm running into an issue with some of my flows where a Fast Lookup will not return any records, when I know for a fact there are items that meet the criteria.
I added a Wait statement to my flow, ...
- 51
5
votes
1
answer
1k
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Fetch unique values using visual workflow
I am creating a dependent picklist in visual workflow using dynamic choice elements. The data source for picklists is database. When I fetch values I am getting duplicate values as it is in the ...
- 51
4
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1
answer
578
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Record triggering Flow using old value when filtering a get record
I have a flow that is set to run after the record is saved to the database.
The field that triggers the start of the flow is a change on the 'Billing State'.
I want to get an element using the new ...
- 81
4
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0
answers
1k
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Why can't I pass all record fields from a record triggered Flow into an autolaunched Flow?
For some users, I am seeing an error message from a record triggered Flow that says:
Because Get_Account is passed to an action, subflow, or Lightning component, store the values of all Account ...
- 13.5k
4
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0
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352
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NavigationMixin unavailable in lightning_FlowScreen
I have a lwc set up to take in a record Id, and navigate to the record I'm attempting to use in a flow screen. The controller code is below. The problem is the navigation mixin still seems to be ...
- 41
4
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620
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Scheduled-triggered flow debugging doesn't obey Rollback mode setting
Given:
A scheduled-triggered flow associated to no objects.
With a single element to call an invocable Apex action that does DML
When:
I debug the Flow (Debug button), the flow executes, the Apex ...
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4
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answers
1k
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What is Causing INVALID_TYPE_ON_FIELD_IN_RECORD Error in Queueable Class?
Goal
My goal is to create a reusable Apex action/invokable method to allow a flow to asynchronously insert/update/delete a collection of records using the queueable interface.
Note that I am aware of ...
- 779
4
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3k
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How to gracefully handle custom Apex exception from Apex Action in a Flow
Prelude
We have a button on the Account object which kicks off a Flow whose only job is to call an Apex Action.
Inside the invocable Apex class, there is much weeping and gnashing of teeth, after ...
- 2,505
4
votes
1
answer
1k
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Prevent Visual Flow Screen from Clearing When Clicking Next
I have a visual flow screen with a mix of out-of-the-box and custom Lightning Web Components on it. Some of the OOTB components are marked required and one of the LWCs has a validate() method that ...
- 3,964
4
votes
1
answer
1k
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Styling an Embedded LWC on Flow screen
Is it possible to match the width of the standard screen elements that flow provides out of the box (like "Date" & "Type")? My custom LWC (Products) seems to be taking up 100% of the real estate ...
- 207
4
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0
answers
278
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Possible to Resume Other Users' Flow Interviews?
Background
I'm trying to allow non-system administrator users to resume Flow interviews by other users.
Approach
I thought this would be possible using a custom Aura component that allows you to ...
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4
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0
answers
1k
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Styling of flows used in communities
I am trying to understand whether when a theme is applied to a community (see e.g. Standard Design Tokens for Communities), any flows presented in that community can be made to respect the theme.
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4
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574
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e.force:editRecord in Flow - e.force:navigateToSObject
I have a Lightning Component with a controller that uses e.force:editRecord, which I've added to a Flow after create record action. After saving the record on the editRecord screen, I would like to ...
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4
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495
views
Set two columns for a flow inside a custom component
For a regular Lightning Flow Component this option is available to change the Layout for the flow:
However, I have my flow inside a custom component:
Component:
<div class="slds-theme_default"&...
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4
votes
1
answer
546
views
How to Use Roles field filter for AccountContactRelations in Visual flow?
We are looking to migrate to the new AccountContactRelations.
One process we need, is to query for a contact relationship with the account, where it's role is a specific value.
When running Visual ...
- 5,581
4
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0
answers
564
views
SLDS not applied to flow when used in Lightning Out
I have a Lightning Out app, hosted in a S3 bucket, that launches a flow. Everything works and is styled as it should be until the flow is launched. The input styles revert back to "normal", the date ...
- 719
4
votes
1
answer
288
views
"Parameter has wrong value type" when referencing Flow from VisualForce
I'm attempting to create a VisualForce page with a standard list controller that passes a list of custom objects (Feedback__c) to an SObject collection variable in a flow using the {!selected} syntax. ...
- 1,727
4
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0
answers
1k
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How to run a macro using apex class?
How can I run a macro using apex class? I have used a Visualforce Page to run the macro with standard method "sforce.console.runmacro" in javascript. Similarly, I need to call it in an apex class ...
- 81
4
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answers
3k
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visual flow - how to get existing field values of record and fill it on flow screen fields
working on visual flow and created one flow for insert and working fine. again added one flow for update the records and that also working fine but the problem i am facing is that at time of updating ...
- 590
4
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682
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How to convert HTML to plaintext in a Flow?
I've set up a Flow that send emails with content of questions asked in Community (we take: FeedItem.body). Unfortunately email body can only be plain text.
Since the questions are often posted in ...
4
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1k
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RecordID's changing from 15 to 18 characters within process
This is a Process Builder/Flow question not Visualforce or Apex, and so I apologize if it's somewhat out of place on here. I'm getting desperate for a solution.
I am currently unable to use a ...
- 3,856
4
votes
2
answers
1k
views
How to update multiple records from search/view/SOQL using Flow
I have an update action, where I need to update a varying number of objects (these can be created as a view, report, csv file, excel file, simple paste into window).
I want that my users will get a ...
- 5,581
4
votes
1
answer
4k
views
How to catch Validation error in Flow
I have created flow + Process Builder to do a lookup relationship Count on parent object. My issues is I have a validation rule which fires when user try to deleted last child record from the related ...
- 714
4
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399
views
Is it still impossible to start a Flow Interview for a VisualForce Controller's Unit Tests?
Currently looking at An Advanced Example of Using
Been writing some unit tests for the VisualForce controllers I've been creating, which, with my original code would result in "Interview not ...
- 4,508
3
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233
views
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 ...
- 321
3
votes
0
answers
246
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Passing input variables to Salesforce Scheduler Inbound Guest User flow hosted in a website
I've implemented and modified Salesforce Inbound Guest User Flow to accomplish the business requirements following this guide:
https://goravseth.com/using-flows-as-a-form-tool-for-external-users
...
3
votes
1
answer
7k
views
Flow triggers Email Alert, but no email sent in Logs, no email received
I created a new Flow that runs on Update of our Custom Object. When the record is updated with a new Assigned_to__c user, it should trigger an Email Alert with Classic Email Template.
The Decision ...
- 627
3
votes
1
answer
2k
views
Pass value from flow to custom component and handle change
I am new here and have a question about flow. I am passing value to my aura component with design, but I cannot handle change. I am passing value from text field to my custom component, but it doesnt ...
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3
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0
answers
676
views
Scheduled Flow Not Running for All Records
I am hoping someone can help me with Schedule-Triggered Flows (STF).
I have created a STF that gets all leads matching a specific criteria. The flow then checks the record type of the lead.
If (Record ...
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3
votes
0
answers
2k
views
Why does a user require the "Manage Flows" permission to run a flow?
I built a flow that sends multiple records for approval at once. It's triggered by a list button. You select items from the related list that the button is on, click the button, and the flow runs in ...
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3
votes
1
answer
2k
views
How to Test platform Event Trigger Flow
I have a flow which subscribes to a platform Event. This flow consumes the event and inserts a record.
My test class is:
Test.startTest();
Database.SaveResult result = EventBus.publish(...
3
votes
0
answers
564
views
Why Apexaction flow setoutput variable not showing from apex class
I Want to set output values in flow from apex action.
Below mentioned im getting oppId as input values from apex class.
public class flowinputs{
@invocableVariable public String oppId;
...
3
votes
2
answers
829
views
Aura lightning:progressIndicator always setting step focus to first step
I'm building out a lightning component that leverages lightning:progressIndicator and lightning:progressStep, using the onstepfocus event to call a function in my javascript controller to trigger ...
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3
votes
1
answer
3k
views
How to get rid of a "get element" inside a loop in a Lightning flow
I am new to Lightning flow and I am running into an error. I have a list of records (for a custom object called assignment) and for each assignment record, I need to get a contact record whose id ...
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3
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0
answers
639
views
Invocable Method for REST API May Return Problem
Good Morning,
I have written an Invocable Method that calls my own REST API using a Callout, which is working well as a Screen Flow Action used to place orders in an external system. Next, I must ...
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3
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0
answers
456
views
Why doesn't flow debug info show in my debug log?
I'm logged into Salesforce Lightning, Health Cloud Admin
I open the Developer Console and set the flow debug levels to finer
I go to an Account record and click Schedule Appointment
I complete the ...
- 31
3
votes
0
answers
670
views
Help setting up Marketing Cloud REST API as an External Service in Salesforce
I'm want to use External Services in salesforce to call the Marketing Cloud REST API in a flow.
I've done some digging on this and think the steps to do this are:
Setup an Auth Provider
Setup and ...
- 880
3
votes
0
answers
144
views
Why do notification types have a name?
I'm asking about the "bell icon" notifications here.
This Getting your users attention with Custom Notifications article illustrates the UI where you have to add a custom notification type before ...
- 135k
3
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0
answers
377
views
Cant access LicenseType field on $Profile in Flow
The flow documentation specifically calls out using the $Profile global variable to get the licenseType
References information from the current user’s profile, such as license type or name.
...
- 4,485