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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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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73
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Route Work action on the Omni Flow is throwing the error
I am trying to explore the Route Work action on the OmniFlow, the omniflow is triggered from an record triggered flow like below
It checks if the agent available using the Check Availability for ...
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43
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Record Trigger Flow Running Apex Job - Avoid Flex Queue Limit
We are using a managed package, Geopointe, to define regions and Assign Leads based on Assignment Plans. The Business is insisting that "warm" Leads (based on the Lead Source) be assigned ...
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158
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Make Reminder Flow work when Event.DueDate changes
I have a Time-Triggered Flow that reminds people one week before the Meeting Due Date. That is easily implementable.
But now I also want to cover the use case where somebody changed the Due Date. In ...
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41
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Screen flow display sObjects and show them in a screen flow picklist
Iam trying to get the list of sObject(Account, Case etc.,) and display in the screen flow picklist field.
For this i wrote the below method to get the List of Sobject.
@InvocableMethod(label='Get ...
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71
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How to create a Flow to update Opportunity stage when all it's related Events are marked as completed?
I'm going crazy with this flow.
I have a Custom Object named Ri_Event__c with a lookup field to the Opportunity Object.
Ri_Event__c also has a custom checkbox field named Completed__c.
I'm trying to ...
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74
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Insufficient Privileges to debug or run flow
I am trying to debug a specific flow in the flow builder, but every time I do I get the Insufficient Privileges error message. I added the flow to a page in my community and can't see it. However, I ...
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How to tell where an autolaunched flow is called from?
I'm in the process of transitioning all flows/workflows/processes into Apex code for easier debugging and error fixing, and am trying to figure out where an autolaunched flow is called from. There ...
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48
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How to listen to value changes of a separate Flow screen component inside an LWC component
I have a screen flow with a custom LWC component and a Date field like so:
The AG Grid Datatable v2 is my custom component and the Quote Expiry Date is the Date component.
What I want to do is, every ...
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35
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Storing state in invocableApex class - Flow Action
I have a record-triggered flow on the Accounts object. This flow invokes an Apex Action method called sayHello, which takes the name of a public group as its argument:
public class MyClass {
@...
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23
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Lightning Flow Navigation using Aura Component
//auracomponent.cmp file
<aura:component access="global" implements="lightning:availableForFlowScreens">
<div class="slds-align_absolute-center" style="&...
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Mass Update Account Forecasts Actions
I came across Mass Update Account Forecasts Actions which updates multiple values of a single metric of an account forecast.
So I am trying to update the last year's order quantity metric for a ...
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48
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Auto-Populating Fields before a new record is created
Is there a way to auto-populate the fields based on the lookup field while user is on the New record screen?
Example, Let's say I have custom object called Project. I have a lookup field "Master ...
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Compare Flow Versions
Now that Flows are being pushed more and more, I would like to facilitate the code review of those.
Have you found a way to visualize the difference between flow versions (for non-XML nerds)?
I came ...
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How to get community baseURL using flow not apex in salesforce?
I want to get a community baseURL using flow in salesforce.
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50
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Record-triggered flow not working
I need the clarification for the below work of record triggered flow.
The actual requirement is need to add a new checkbox field in a case object and that checkbox field should only checked whenever ...
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How to limit the number of items/records in a Salesforce Schedule-Triggered Flow?
We have a number of users that don’t login regularly (90 days or more). and would like a process to alert them and deactivate them. I built a couple of Schedule-Triggered flows that perform that with ...
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Iterate Loop over two record collection variables
I'm trying to create a Flow where, when an Opportunity is Closed Won, it adds all Contacts from the related Account to a Campaign. However, I need to make sure no duplicate contacts are added to the ...
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57
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"LWR3008: Error" from LWC component in Flow on a digital experiences page
I'm working on a form that is going on a digital experiences website. I've made the form using Flow, and I have one screen that contains a LWC. The LWC and flow has no errors in Preview and Debug mode ...
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How create a salesforce flow for case updates when an email is sent to an external contact
Looking for any possible help to develop a flow for the certain scenario. Have used process builder. Now we are using/migrating to flow and looking for guidance. We have a field that is toggled to ...
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How can a flow access an opportunity's product?
I need to access opportunity products through a flow, and I don't know how... I tried point at the product ID, but of course, it doesn't work. Can you help, please?
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How do you write DATE() with a wildcard on year?
In my flow, I need to check whether a record's date month and day match a specific date but not the year.
So, I have a basic decision item that looks like this:
{!Record.StartDate} = DateVariable
I ...
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2
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33
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Formula resource in flow to populate a pickval field dependent on a number field I keep getting the error message Syntax error. Missing ')'
I am creating a formula resource in flow to populate a pickval field dependent on a number field I keep getting the error message The formula expression is invalid: Syntax error. Missing ')'
but i'm ...
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37
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Flow formula not displaying the CreatedDate when record is created but displays when record is updated
Use Case: When an Opportunity is created or updated, standardize the Name of Opportunity
I created a Record Triggered Flow on Opportunity.
The Name populates correctly on Update but on Creation of a ...
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33
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OmniFlow to route cases to directly to agent
I am currently exploring how the OmniFlow works to route the cases directly to the agent instead of the record triggered flow. I created the Omni Flow and assigned it on the Email to Case Routing ...
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How can I move data from one field to another, then make the original field blank?
I created a custom object that allows managers to input PTO marking the employee as out and unavailable for calls. Now they are requesting for 2 more PTO date options, with the data moving to new ...
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578
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Failed to initialize a component: No owner specified for component markup
I have a screen flow that calls an action "refreshPage" to refresh page after updating record.
It was working fine for several months but recently it started to fail and give the following ...
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Flow assignment data type isn't compatible
I create a schedule flow to verify if the daily events meets with some requirements, like enddate = TODAY and another value on a field (The first get records and the decision to verify if isn't null)
...
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How to Mass Delete All Inactive Flows in an Org
I am trying to do some org cleanup and delete all inactive flows. These flows are not being referenced by other components (layouts, other flows, etc.).
Currently, I am using this query to gather all ...
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Trying to get a flow to create a new record in related object but only option is $Record
I'm learning to create a more complex flow, at least for me, and I'm stuck. I've been searching, but I might be missing the right keywords, so hopefully you can help me.
I have those two objects: ...
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Creating a automation email in flow
I'm trying to create a way in flow to automate sending the same 5 templates of emails again and again as long as a specific field inside a record is between 50% to 100%.
I want to send it every day ...
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2
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97
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Launch a FLOW from an After Delete trigger
I have a FLOW that works successfully when Opportunity Product (OpportunityLineItem) records are created or update but not when one is removed. This is because a FLOW even when set to "When a ...
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Salesforce Scheduled Flow
I created scheduled flow to trigger 0 Hour After Message Send Date ,
but in the scheduled flow the following formula is not working.. Is it expected..?
OR(
AND(
ISNEW(),
ISBLANK(TEXT({!$Record....
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Automate or simplify post-install steps for Packaged Flows
I am planning to add a few Flows to my Managed Packages. E.g.:
Record Triggered Flow Templates that detects certain conditions
Screen Flows that define UI for Slack notifications sent out from 1.)
...
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Flow: MIXED_DML_OPERATION: DML operation
I am trying to automatically add a User's Default Team to an Account record when a Checkbox field on the Account record is checked to 'True'. I am using a Flow for this but am getting the following ...
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How to display the Lat modified user Name using Flows
Hi Can anyone help me in how to display the Last Modified user Name in Hierarchy look up filled on User Object. when the user tries to deactivates the another user by changing the IsActive = false ...
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Guest User unable to upload file from flow
I have a flow where the guest user can upload a file and attach it to a case. The flow works in our development environment, but not in testing or production. As a guest user if the file is uploaded I ...
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Record Triggered flow getting triggered whenever any field of Opportunity object is updated
I created a flow where in when opportunity amount record is updated greater then 10000 , an email should go to opportunity owner. The error i am facing is when some other field is updated , still the ...
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How to find flows that access Browser Session IDs?
In the upcoming Summer'23 release, this is one of the updates: "Disable Access to Browser Session IDs in Flows". The "Review Your Flows" section of the update simply states: "...
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Unable to launch flow from apex with record collection input
I am attempting to launch a flow using the Invocable.Action class, passing in a collection of cases to be processed but am unable to with the following error:
System.DmlException: Insert failed. First ...
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Deactivating a Salesforce Flow via the Metadata API
It is my understanding right now the only way to deactivate a Salesforce flow is to retrieve the FlowDefinition file and set the active version number to zero
Is using workbench or VS Code the only ...
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Order of Excution with Process Builders Invoking Flows
Looking for someone to confirm my reasoning on this.
I am working in an org where I just found A process builder on the Case SObject. This PB has 19 nodes. It calls a flow that has 19 possible sub-...
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CurrentPageReference in Debug Flow context
It seems that a Wire call to CurrentPageReference does not work when the LWC is embedded in a Flow Screen when run in the context of Flow Debug mode. This works when the LWC is embedded in a page, and ...
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Flow Confirmation Dialog
I was looking at the Salesforce Flow Builder and I was wondering if it was possible to launch a confirmation dialog modal when hitting the "Next" Button in the Footer. I was hoping to be ...
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How to update a picklist field from all existing Accounts based on another field condition? (With no Apex)
Hi and thanks for reading!
I have created a flow that updates the Account 'Giving Circles' picklist field based on the Account's Total Gifts.
For example:
If Account_Total_Gifts__c is between 1000 and ...
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45
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Flow section headers
I have a flow which has sections. Each section has a header which works completely fine.
When we promote this flow to another sandbox section headers are getting removed from flow.
Please provide ...
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