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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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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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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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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12 votes
2 answers
8k views

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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12 votes
3 answers
20k views

The record couldn’t be saved because it failed to trigger a flow - Process Builder

I have one Process Builder which helps me to do certain things on my Opportunity create/update and all. Now, the problem is I have written one Trigger on Opportunity which is expected to run "After ...
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12 votes
1 answer
4k views

How to get ids of records I created in visual flow

I have a flow where I've looked up and looped through service contracts and looked up and looped through contract line items storing sobject variables which I've placed into a collection. I then ...
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12 votes
1 answer
2k views

Prepopulating multiselect picklists in a flow

I have a multiselect picklist on a record. I want to display its current values in a multiselect picklist in a visual flow. But when I tried setting the value of the picklist to a variable and setting ...
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11 votes
1 answer
15k views

Using a collection of IDs to Get Records using FLOW

I am trying to Get multiple contacts from Flow by using a collection of IDs. In the below image I am looping through each opportunity contact and adding the Contact Id to a collection. Then I want ...
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10 votes
4 answers
12k views

How to debug flow

I want to see the values of an SObject collection variable in the flow. Is there a way to see the values of a SObjectcollection variable? I want something like debug statement in apex.
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10 votes
2 answers
1k views

Adding visual force page to a custom object based on criteria

There is a custom object called Competitor. For this object there is a field called "Primary Competitor (Data type:Check Box)". Requirement:if primary competitor=checked-->then before saving it has ...
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  • 735
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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9 votes
1 answer
7k views

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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9 votes
1 answer
2k views

Deploying Flow via Migration Tool, object "Campaign" can not be updated

Am using the Migration Tool to move a bunch of stuff including Flows from one Sandbox to another. Am getting this error on several of the flows: The object "Campaign" can't be updated through a flow. ...
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  • 1,080
9 votes
1 answer
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Possible to Launch a Screen Flow from a LWC?

I know it's possible to launch a flow from Aura components, I'd like to know if this can also be done from a LWC. Please note that I'm not trying to add a LWC into a screen flow - which is an upcoming ...
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  • 664
9 votes
3 answers
16k views

Custom Button Return URL (retURL)

I am using a custom button to execute a flow and a retURL tag to return to the record after the flow has been completed. /flow/SAMPLEFLOW?RecID={!OBJECT.Id}&retURL=https://na10.salesforce.com/{!...
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9 votes
1 answer
4k views

Flow Linebreak in text field record update

My flow runs on the Contact object. There is a screen for users to update to the Contact description. I want to combine the old description and the new one, but have a line break between them. Every ...
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9 votes
4 answers
7k views

Debug Record-Triggered Flow

Love the new Summer '20 release features for flow, excited to use Flows in place of Process Builder. One consideration I wanted to verify with the community. Is there a way or a best practice for ...
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9 votes
1 answer
632 views

How to expose a Flow in a Community using the Napili template?

In the pre-community-templates era, we could expose a Flow to external users using the <flow:interview> component in a Visualforce page. (https://developer.salesforce.com/docs/atlas.en-us....
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  • 336
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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  • 433k
9 votes
0 answers
2k views

Populate Record Choice Set from a Record Collection Variable

I am creating a lightning flow & trying to create an input with dynamic choices. On the basis of some decisions I am using get Records with different filter criteria to get records & using ...
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  • 449
8 votes
2 answers
3k views

With so many workflow/flow/process builders, how can we keep things in order

I have to admit that I am a fan of triggers. Because, with more and more logic being added in, we can use a decent trigger handler framework to keep things in order and can design that with separation ...
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8 votes
2 answers
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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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  • 3,181
8 votes
1 answer
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How to use FlowAttributeChangeEvent to affect component visibility in Flow?

The LWC Dev Guide suggests that the FlowAttributeChangeEvent should allow us to trigger component visibility logic in a flow screen. To notify the runtime of attribute changes, the component must ...
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8 votes
6 answers
13k views

Visual Workflow - how to evaluate whether an sObject Collection Variable isnull?

Within Visual Workflow ("flow"), I need to evaluate whether an sObject Collection Variable contains any record Ids. I.e., is the sObject Collection Variable null or 'empty'? If the sObject Collection ...
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8 votes
1 answer
2k views

Salesforce Flows in Salesforce1 app

We are considering the idea to use Visual Workflows (Flows) for a few business scenarios in our project. However, we have several users dependent on Ipad or other smart devices. We are not sure how ...
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  • 535
8 votes
1 answer
183 views

Summer '16 release breaking Visual Workflows?

Some of my visual workflows have been hitting permissions-related errors, and I suspect it's something to do with the Summer '16 release that hit my org over the weekend. I'm getting errors like this ...
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  • 1,194
8 votes
1 answer
1k views

How to Auto Pause/Save Flow Interview when browser window is closed accidentally

When users are using Visual flow, if they accidentally close the window or page refreshed, the flow getting restarted when they are in middle of the conversation. The values that they have collected ...
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  • 81
8 votes
1 answer
984 views

When will Salesforce migrate away from Adobe Flash?

Salesforce uses Adobe Flash among other things for content delivery and visual workflows. Flash is being phased out by the major browsers. Does anyone know if/when Salesforce will migrate away from ...
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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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  • 942
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
7 votes
6 answers
2k views

Deploying project via SFDX spawns new Process Builder versions

We just started using VCS for all metadata changes for our orgs. One problem we encountered is, that when we deploy changes to org via sfdx force:source:deploy, sometimes a new inactive Process ...
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7 votes
2 answers
174 views

Expose Package code via Flow instead of global methods

I am thinking about an alternative way to expose Manage Package code to the outside world. Not using the problematic global class scope. And I thought why not package a Flow that calls the code and ...
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7 votes
1 answer
2k views

Help with FLOW/Apex Error: System.CalloutException: You have uncommitted work pending. Please commit or rollback before calling out

I've already looked through all the related posts and can't find a solution for this error: Error Occurred: An Apex error occurred: System.CalloutException: You have uncommitted work pending. ...
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7 votes
3 answers
5k views

Way to check triggers on object

I am trying to import some data on a particular object, hence is there a way to check which of our objects are tied to triggers, flows, etc.
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7 votes
1 answer
11k views

Number of iterations exceeded - Flow Error

I have a flow that loops through Opportunity Line Items. When the number of line items get large it get an error in my flow. The UI gives the following message "You or your organization has exceeded ...
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7 votes
2 answers
2k views

How to use an Apex-Defined Data Type to pass an HTTP response to a Flow?

I was playing with the code in the release notes under Manipulate Complex Internet Data in Flows Without Code Using Apex-Defined Data Types, hoping I could develop an example for showing colleagues ...
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  • 1,139
7 votes
1 answer
206 views

Flow from Unlocked DX package can not be changed in subscriber org. Why?

I just installed an unlocked package containing flows in a customer sandbox and was a bit shocked to see that the flow cannot be opened and adjusted by the customer/subscriber. I thought that's the ...
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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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7 votes
1 answer
3k views

Using a flow, can you post in Chatter on behalf of another user

In our community, we want to post automated welcome messages in Chatter. Does anyone know if it is possible to use a flow and process builder to post to Chatter on behalf of another user, like say a ...
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7 votes
1 answer
3k views

Using Multi-Select Checkbox Visual Flow

I have created a Visual Flow in Salesforce and I wish to use the option of a Multi-select Checkbox. I cannot seem to find a way to map these Multi-select checkbox choices to a record. I have tried ...
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  • 839
7 votes
2 answers
904 views

Method to cycle subflows

The user enters the flows from a Home Page link, or a VF page. I have Flow A which has subflow B. SubFlow B has Subflow C Once someone has completed SubFlow C, I want them to return to Subflow B. ...
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  • 1,446
7 votes
0 answers
123 views

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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  • 2,091
7 votes
0 answers
674 views

InvocableMethod not appearing in Cloud Flow designer [duplicate]

I have written an @InvocableMethod, with an @IncovableVariable as such: public class SimpleAccountLookup { @InvocableMethod public static List<Account> getAccountId(List<...
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6 votes
3 answers
6k views

Who receives the error email notifications of a failed Flow process?

Salesforce sends out system emails notifying a developer/admin when a Flow process fails. How is the recipient of that email determined ? Is it always the creator of that Flow, or is there another ...
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  • 3,730
6 votes
2 answers
776 views

Is better call a flow or code some APEX+Visual Force?

I am working on a basic solution, and I dont know why is better a Visual Flow than a Some Apex Code + Visual Force Page. I getting same Limits, and security can have the same issues. Someone knows ...
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6 votes
3 answers
11k views

Flow Builder - Dynamically Get Queue Id by Name

I am using flow builder to create cases and assign them to specific queues based on criteria within the flow. In the Assignment element, I can set OwnerId to a hard coded id string or a resource. ...
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  • 1,838
6 votes
2 answers
7k views

Can I use Custom labels in VisualFlows?

Whats the best practice in terms of visual Flows Processes in multiple languages? would appreciate any recommendations.. I find it a bit weird that I need to Clone the whole Flow.. I'm trying to ...
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  • 1,605
6 votes
3 answers
12k views

Check if lookup field is not null in Process Builder

I'm trying to define some criteria in process builder that checks to see if a user was selected in an Assign to User custom lookup field. However, process builder won't let me select that field for ...
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  • 1,072
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
6 votes
1 answer
4k views

How to reference Choice Value in formula instead of its label?

I have a Picklist screen component in a Flow which has many choices defined in the same flow: Now I need to make a formula that references the Choice Value of a given choice: If I use UPPER({!Plan} +...
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