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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29
votes
3answers
4k views

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 (...
15
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2answers
4k views

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?
12
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2answers
6k 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 ...
12
votes
3answers
15k 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 ...
11
votes
1answer
420 views

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/...
11
votes
1answer
2k 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 ...
10
votes
4answers
7k 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.
10
votes
2answers
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 ...
10
votes
1answer
1k 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 ...
9
votes
1answer
601 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....
8
votes
2answers
2k 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 ...
8
votes
2answers
13k 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/{!...
8
votes
2answers
4k 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) ...
8
votes
1answer
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 ...
8
votes
1answer
2k 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 ...
8
votes
1answer
177 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 ...
8
votes
1answer
712 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 ...
7
votes
3answers
3k 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.
7
votes
1answer
914 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 ...
7
votes
1answer
445 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 ...
7
votes
1answer
1k 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 ...
7
votes
0answers
396 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<...
7
votes
2answers
2k views

Console - How to make case created from flow open as a subtab?

I'm in the Service Cloud Console. I have a flow embedded in a VF page. The VF page is a component on the account detail layout. The flow creates a case. When the flow is finished, I want the case ...
6
votes
3answers
6k 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 ...
6
votes
3answers
4k 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 ...
6
votes
1answer
601 views

Check Parent Is Available before accessing in Process Builder Formula

Process builder bombs if you try and access a value on a parent relationship record on a record without a value for the parent relationship. For criteria this is easy to avoid by first checking that ...
6
votes
2answers
967 views

Test ControllerExt for Flow

I am trying to get coverage up for the following controller extension which I am using with Flow public class ClosedLoopMarketingFlowExtension { private final Contact cont; private ...
6
votes
2answers
421 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 ...
6
votes
1answer
88 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 ...
6
votes
6answers
6k 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 ...
6
votes
1answer
2k views

Copy Opportunity Products to Contract Line Items

I have created a flow does several actions: create a new Service contract with user input (start date, end date, name) create a new license key to send to end user change the opportunity to closed ...
6
votes
2answers
6k views

fastlookups vs record lookup in flows (Visual Workflows)

Can someone please explain what is the difference between fast lookup and record lookup in flows. When should we be using fast lookups and when should we use record lookups. I have tried to find ...
6
votes
1answer
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 ...
6
votes
1answer
403 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. ...
6
votes
0answers
88 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. ...
6
votes
0answers
573 views

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) ...
5
votes
3answers
553 views

Bulkify Apex Trigger when Launching Flow

I am trying to figure out how to properly "bulkify" a trigger to handle mass deletes when launching an autolaunched flow. Documentation seems to be sparse on this. Will the flow bulkify itself if I ...
5
votes
1answer
4k 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 ...
5
votes
3answers
4k 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 ...
5
votes
1answer
786 views

How to get access to Headless Flow Pilot access

i have to use Headless flows in my developer org.How to apply for this Pilot feature. in How much time i get access to this feature Plz guideline.
5
votes
3answers
160 views

Use System.Assert on Declarative Features

I hope this is not a foolish question but would there be any value to writing test classes for Flows and Process Builder? Not to check code coverage but to use assertions. I am starting to get better ...
5
votes
2answers
892 views

We don't support this API version. Use API version 32.0 or later to retrieve this process

I'm using the Salesforce Migration Tool (Ant) to deploy Salesforce changes. When I retrieve my changes, all changes are pulled down (even other flows/processes) except for one, which throws this ...
5
votes
1answer
2k views

Are processes/headless flows run per record or in bulk?

I just recently got access to the headless flow beta. I've dug through the documentation and searched the Internet but I can't find the answer to my question. When a process kicks off a flow, does it ...
5
votes
3answers
4k views

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....
5
votes
1answer
2k views

Visualforce error Not Serializable: Component.flow.interview

i am using dynamic Visualforce component created in Apex public with sharing class Sample3 { public Component.Flow.Interview flow{get;set;} public Sample3(){ flow= new Component.Flow....
5
votes
1answer
761 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. ...
5
votes
4answers
4k views

Passing Variables in and out of Visual Workflow

I am creating a record using a visual workflow and would like to be able to open the object I created within the flow in edit mode when the user clicks on the finish button. I am using the flow:...
5
votes
1answer
353 views

Using Process Builder to delete lead converted chatter posts

I wanted to use Process Builder + a flow to automatically delete the chatter post generated on an account when a lead is converted. I've created both parts, but it doesn't seem to be working... Here'...
5
votes
1answer
648 views

Unable to redirect to specific page using flow finish location

I have created a flow and trying to pass a value to a finish location using visualforce page. In the finish page i am able to get the value but unable to redirect the customer to that particular ...