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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After Displaying Alert on Field Change reset the checkbox

Use Case: When the user changes values on some fields on Opportunity record, Alert/Warn the User. My issue: I am not able to reset the checkbox so that the Alert Pop up does not show everytime the ...
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Change the format of all Contacts phone numbers to 1234567891

Some of the phone numbers of Contacts are formatted as (123) 456-7891 I need to change the format of all phone numbers to 1234567891. I don't want to create another formula field that contains the ...
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Using Flow to update a lookup field based on a picklist value

I have two custom fields on the Opportunity object, one is picklist field and the other is lookup field that's related to a custom object. The lookup field is a new field that has been added after the ...
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Hide action (custom button) after use it

Hi everybody I have a detail page of X custom object that has a custom button (Action that display a Flow that has a LWC form). This button creates a record of Y custom object. I want that after the ...
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FIELD_INTEGRITY_EXCEPTION: Can't create PendingServiceRouting object because the status of the work item is completed.: WorkItem ID

I am not able to figure out what condition handles this error. A flow that creates PSR records, and input workItemId is newly created Swarm Member record Id (just before this create record node) and ...
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Flow creating duplicate record

I have created a record triggered flow on Opportunity; based on a certain condition it creates a Contact. When I create / edit an Opportunity, it creates the Contact. Till here it is working as ...
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INVALID_ACCESS_LEVEL you don't have access to the Orchestration Run object

I have a flow that cancels an Orchestration, it works when run as an administrative user. When I run as a non administrative user, it produces the following error even when the flow is set in system ...
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Post case link in Chatter

The Chatter posts include the particular Salesforce record that they are referencing, however the record isn’t linked within the text. For example: Currently a Flow-posted Chatter message might read: “...
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Changed Date in flow

I have a Record - Triggered flow , and I need to make a condition on a custom field type Date , the condition is to verify if the date is modified make a another custom field is false and make this , ...
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Is There Workaround for Using a Bearer Token as Authentication for Declarative Named Credential?

My OpenApi 3.0 schema requires just a bearer token as authentication. Salesforce declarative Named Credential does not offer this as option. When using Password Authentication with a dummy username I ...
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Is it possible to create user and assign permission set in same flow?

I am trying to create users and trying to assign permission sets to them using flow. Since we get MIXED DML error when we try to do both of these tasks in a single transaction, I tried to use the ...
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Custom Notification appearing in Prod or Community

I am creating Custom Notifications when an email comes in for an open Case. It notifies the Case Owner, but some notifications appear in Prod, others appear in the Community. We are unable to figure ...
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Directly update triggering record in after save flow

I have a after saving flow and I am using update triggering record directly option to update the fields. Is it good to have this option for after save flow for every decision like below? Because we ...
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How to call validate method manually in an LWC flow component

I have an LWC component which has a lighting datatable component. I need to validate unsaved changes in this table, so I use the validate callback to check if there are any unsaved changes, and return ...
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Lighting web component and flow related

One flow is calling out one lwc in which we were taking radio button input and based on that input new record was getting created on another object with the help of flow.now requirement is multiple ...
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Unable to end the Flow from List View button

I have created the list view button on the Task object which is calling the Flow. When I click on the button, it is calling the flow but it is not ending the flow rather it is calling the same flow ...
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sessionStorage variable returning undefined in LWC component for a Flow

I am unable to get sessionStorage work in my LWC component which is being used in a flow. My sample LWC component provided below is having a radio-button. In real, the purpose of the LWC is more ...
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Check for duplicates on Junction Object [duplicate]

I have a new custom object that I want to prevent duplicate records from being saved in. It is a junction object with two master/detail lookup relationship fields. A "duplicate" in my case ...
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Flow: Account record created then create custom object record and associated Account

scenario: I have an Account object and an custom object (Employee__c) Note: Employee__c object has lookup field of Account object. Whenever the Account record is created then create an Employee__c ...
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LMS Pub-Sub between Flow Aura Container and LWC component fails

I'm confronting the issue that the last subscription from LWC fails without any error. Since I needed to pass a complicated object between screen components on different steps in Flow (which are not ...
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Get the sum of a currency field of all related Opportunity childs and grandchilds using a flow

I just started my flow journey and I can't find a solution to my problem. I have two different opportunity types. In type A I want to display the sum of the Amount field of all the subordinate records ...
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Test class for HTTPCallout POST with Invocable Method from Flow [duplicate]

I'm still pretty new to this, and I've looked around and haven't been able to find the solution that combines everything like I'm trying to do. I've tried quite a few things, but here's where I ...
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Pass Complicated JSON between Flow and LWC, or from LWC Screen Component in Flow to another LWC Screen Component (in another step)

Hello all clever SFDC Developers, I wonder is there any way I can pass a collection of Apex-defined from Flow to Screen, working with property type and property in the typeconfig of corresponding LWC ...
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Record triggered flow. Work around for adding a pause/wait?

So I'm trying to create a record triggered flow from the Quote object. My current process waits until a Quote hits a certain stage, then checks if a field value exists. If it doesn't exist, it updates ...
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Update a Date field on the record in Flow Builder from the output of a formula date field

I am new to creating formulas in flows, and just starting to learn flows altogether. I am trying to create a record-triggered flow to update an existing Date field on a record based off the output of ...
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Unable to select the address for inbound new guest appointment flow

I'm facing some issues to allow the guest user to create an appointment in Experience Cloud. To clarify: I went through the documentation of enabling the flow to a guest user (https://help.salesforce....
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Add files in flows

I am trying to add txt (or other files with other extensions) in File Upload component in the flow. I need to add a few files and I set {!$GlobalConstant.True} I am trying to set extensions (.txt, ....
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Open standard new record page from lightning flow

I have a flow on new button of an object to collect some user details. Once user details are entered by user, I want to open standard record create page with details from flow prepopulated. Values ...
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How to Update Records for lightning-datatable that have not been committed yet in a screen flow

I am using a lightning-datatable for flow screen navigation where by a user loops through a screen flow to generate objects that are stored in a collection variable that are actually inserted at the ...
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Salesforce Flow missing closed parenthesis in formula

I'm working on an email alert in flow trying to dynamically tell the user how many contacts were returned from the get query I did a step before. I've been staring at this for awhile and I can't seem ...
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Want To Return First Response Timestamp As Null If The Case Origin Is Web

I'm trying to ensure that two of our fields, which are formula based, return as Null if the Case Origin field (object = Case) is "Web". If it's any other origin source, the First Response (...
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Flow Update issue

I am working on a record triggered flow on the object grant contract.Here grant contract is a child object and the parent is grant. So my requirement is each time some fields are filled in the grant ...
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Flow for Task Object

I have a Use case where I need to send Email to the user about his Today Tasks to his Email ID at 9 Am everyday so that he doesn't need to open SF So I preferred using Scheduled trigger flow where I ...
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subflow is not getting the value from flow

When Flow 1 invokes apex action(AddString.mainMethod), The concatenated string 'finalString' is showing the results in Flow 1 from both the methods stringSet1 & stringSet2. Assigned the same value(...
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Create a record with Flow, with a Lookup to link an Account to my custom object

I'm trying to Create a record with Flow, with a Lookup to link an Account to my custom object Projet. In my custom object Projet. The field Compte is a lookup to Account. Now i could not figure how ...
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Create a Slack channel from Salesforce flow

I am trying to use the new Salesforce flow action to create a Slack channel, in my Summer '22 sandbox. The action requires inputting a Slack app id and a Slack workspace id. When I enter these and run ...
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Flow InvocableAction returning an object with a list of objects

I'm looking to provide a Flow User with a list of Search Results based on a query. I have the following set of code, and haven't been able to figure out how to get it to work. (I've tried moving the ...
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ApexPages.getContent() Callout Error from Flow

I am receiving the following error when I run the below apex invocable method in my flow: An Apex error occurred: System.CalloutException: You have uncommitted work pending. Please commit or rollback ...
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Flow firing twice

I am building a Flow to send an email when certain fields on an object (part of a managed package) are changed. This will typically fire when a user interacts with the object (via a custom page that ...
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FlowNavigationBackEvent Doesn't work on LWC?

I'm replacing flow footer screen with LWC : Cancel Button is supposed to change case status and go back to previous screen Submit button is supposed to go to the next screen Code : handleGoNext() { ...
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how to get data as array of object in flow

yesterday I had posted the question regarding the content-type:problem+json in which I dig in and was finally able to understand the real issue, I need to pass the data in the body like this "...
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How to connect 2 checkbox values in screen flow?

I have 2 checkboxes on a screen flow and I want it to be connected. Like for example: Given the following checkboxes: Checkbox 1 Checkbox 2 When I tick checkbox 1, the checkbox 2 should also be ticked....
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Send Reports to Non Salesforce Users [duplicate]

We want to schedule 8 reports to 15 non-salesforce email addresses every week on Wednesday. In salesforce, I can see that we cannot send email results to Non-Salesforce users. What is the best way to ...
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Disable visual flow Next button based on default picklist selection like "Choose One"/"Select One"?

I'm working on a public New Member application Flow that will be exposed on our website, no authentication required. The Flow is in a Visualforce page that I've updated from Classic to Lightning UX. ...
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How To Update a Picklist Field From an Assignment Variable in a Flow?

I've been struggling to update a picklist field in a record update in a flow and on running the solution past a few other developers today they were unsure what was blocking the update also. In a ...
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Record-triggered flow

I have to make a flow that executes when a Task is updated. When a task is updated, I have to check that the CallDisposition field has the value "Confirm Booking". After that it has to ...
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Apex class to return date/time in user time zone

I have a flow that calculates a datetime to restart a paused action. The problem is that the date is calculated and stored in GMT so the flow restarts at the wrong time. I need to to "wake-up&...
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Flow: Update Records Filter Criteria vs Logic Decision

I'm working on a flow at present in which it comes to a point where I need to update a record based checking a field value. The following is a pseudo-summary At Interview X in my flow I add an ...
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After Flow Validation Error

Background on our Salesforce org: Validation rules have been created in order to prevent Sales users from modifying Account & Contact Owners An After Flow has been created that in the case ...
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Format a date in a Flow?

I used in my flow a custom field of type date which returns to me in the email action a value of the date in the form of month Daye , Yers , what I want is to have the value of the date in the form DD/...
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