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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Can I fire a workflow rule on an New opportunity created after lead conversion?

I have a field on my Lead record called Next Step, on conversion, this field is mapped onto the newly created Opportunity record. Is it possible to be able to fire a workflow rule against the ...
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2answers
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Process Builder keeps failing

I am trying to explore this feature.I am doing a simple step : which check if object A is created or edited, it should insert reecords of change into Object B. But i keep getting the below error: ...
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1answer
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any way to handle validation rule errors nicely in flows

When working with a visual flow, it seems that when you get an error saving a record because of a validation rule, that the only error Salesforce will give you is: An unhandled fault has occurred in ...
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Visual Flow - Aligning Fields on Screen

I'm currently building a Visual Flow and everything is working well - the flow of the screens is great, it creates the record in the end successfully, etc. However, one thing I cannot figure out is ...
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2answers
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Combination of Field values and static text in Process Builder

Lets say whenever the opportunity is Closed Won , a Case needs to be created for the same with a Subject of : Opportunity "Opportunity_name" has been closed won . I have created a process using the ...
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Is it possible to redirect or stop a subflows

Is it possible to stop a subflow? Simple example: a masterflow starts a subflow. In the subflow is a Decision. When the decision returns true, the subflow continues and eventually returns to the ...
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1answer
136 views

Approval Process - How to get a visual on where a case is in an approval hierarchy?

Is there a way to get a "diagrammatic representation" of Visual workflow approval process (for Admin/Manager User login) as to get an insight on what step the current record is in the approval process....
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235 views

Unable to run a lookup in flow on a public Site page

I'm using flow on a site page, and after I enter my Club number and click next I get the below error message. "unable to parse field as dataType could not be retrieved for the passed field: ...
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hard limit reached in flow dynamic choice dropdown

I have a dynamic choice (dropdown list) in a visual flow that is pulling records (name, id) from a custom object and it has hit the size limit (200), but there are more records that need to be ...
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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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dynamic choice in flow not showing value

I have a vf page that uses a flow. The flow has a field with a choice type of dropdown list and it pulls records from a custom object. Recently one of the values stopped displaying in the dropdown ...
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1answer
305 views

Knowledge base from flow

I want to end my flow with an option to open a solution or knowledgbase page from within SF. How can I do it? Thanks, Udi
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1answer
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Linking outside from a flow

In my flow inside a screen element I want to build a dynamic link that will be built from input inserted from the customer. the beginning of the link is permanent but the end dynamic - for example: ...
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Does Salesforce Visual Workflow support swim lanes?

I would like to know if Visual Workflow support swim lanes? If not, is there any (free) utility that can be used to generate flows?
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108 views

Partner user access to Flow linked from VF

I have a Flow I've created and I want to reference it on a super simple Visualforce page. I created a custom controller to allow me access to the the current User's Account ID. This page is something ...
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1answer
700 views

API calls to backend from Salesforce flow

I'm trying to figure out how to create RESTful API calls to my backend from inside the Salesforce flow - for example i want to retrieve a field from my backend and then make a decision upon that field....
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1answer
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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 ...
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1answer
964 views

Visual Workflow: fast lookup with cross object criteria

I've created a visual work flow that has a fast lookup. The lookup basically finds the Account_Share records that have a parent account id equal to a variable. I'd like to take this a step further ...
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1answer
246 views

Visual Workflow Launches Blank - Cannot See Existing Flows

The problem: When I attempt to open an existing flow, Visual Workflow takes a significant amount of time to load. When it does load, the flow appears as a blank, unsaved flow. This issue seems to be ...
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Visual Workflow

I want to learn about visual workflows, but I am kind of stuck. I wonder if it is possible to update a field of another object. For example: Object1 StartTime__c source__c : lookup to Object2 ...
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1answer
457 views

Reset the answers in the flow

My sample flow is as below: So basically i am reiterating the flow, if the user clicks on "Yes, I want to create another opportunity". While re-iterating, the previously selected answers are by ...
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1answer
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create a record in visual flow

In my opportunity I have a button that opens a visual flow. At the end of the flow, I need to create a record of the child object of opportunity. For this, in the button code I have sent the ...
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2answers
462 views

Custom Field picklist values in Visual Flows

In my flow, i need to display the picklist values of a custom field in opportunity. How can i achieve this, without necessarily creating them in the flow again. Is there a way to do it? Actually i ...
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1answer
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Visualforce Page and Visual Flow - Back and forth redirection - Solution?

I have a visual flow that is started on a click of Custom button. This flow is embedded in a visualforce page (standard way of using flows). Now, in one of the steps in the flow, I want to redirect ...
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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 ...
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How to make a flow run if Opportunity Closed Date equals Today

I have a flow created in Salesforce (using Cloud Flow Designer). This flow essentially duplicates an opportunity but changes a few fields - in other words, it creates a renewal opportunity. I ...
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How can I troubleshoot my dysfunctional Trigger-Ready Flow?

Currently following the "Calculate Discounts on Opportunities" in the "Cloud Flow Designer Workbook" (starts on page 26.) I'm 99% positive that I've followed all the instructions exactly. But when ...
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1answer
889 views

How to handle No Records found in visual workflow

I have a flow which works fine when it finds records, however the issue is when there are no records found I want to exit the flow nicely but having a hard time with that for some reason. The error ...
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1answer
201 views

Is it possible to launch a flow from an update trigger?

I would like to launch a flow from an update trigger if a field on the object is set to a certain value. Is this possible? I understand that this is possible with the new Lightning capabilities, but ...
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1answer
2k views

How can I send an email via Visual Flow that includes a record link?

I am fairly new to Flows and am working through a flow that sends an auto-notification email from a task, but rather than use an existing email alert to send the email, I am trying to build it within ...
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1answer
313 views

Flow or Visualforce page: what could be a best practice?

I've recently made some tests about Visual Workflow and Flow Cloud Designer, for flows creation. Now I'm wondering about a "philosophical" doubt, that is : for example, I'd like to have a custom ...
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2answers
2k views

Visual Workflow - Format the display of each record for an SObject Collection Variable?

I'm using a Fast Lookup to retrieve a list of records in visual workflow. I'd like to format the output on the screen (e.g. show one record per line). Is this possible? When I use the "Display Text"...
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1answer
89 views

How to direct user to New Contact Page when New Account Created

I am trying to find a way to direct a user to the New Contact page automatically when a new account is created. I was thinking of using a VF page which overrided the edit on an account. The page would ...
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2answers
994 views

Visual Workflow - Passing sObject Collections back from SubFlow causes crash

Am having huge trouble trying to pass an sObject Collection (of a Custom Object) into and back out of a subflow. PreNote: When I try to save the Master Flow, it always gives an error that the types ...
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1answer
150 views

How to direct a Flow to two different Visualforce (finishLocation)

I am fighting a flow and I want to know if it is possible. The result of the flow is a variable ContactId I want that when the flows ends: - if the ContactId is null, the finishLocation should be ...
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580 views

Flow Element Error

I have a working flow that ends with an email alert action built outside the Flow designer (not the Send Email static action). This email alert goes to the owner of the new record created by the same ...
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1answer
256 views

QuickActionDefinition user permission

I have a flow that needs to create a task through a Quick Action. When running the flow using the end-user profile, I receive an error that states the following: sObject type 'QuickActionDefinition' ...
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1answer
3k views

How to bulkify headless flow?

I have access to the headless flow pilot and I have a process I would like to bulkify. Basically a Lead could be Opted in, in which case we need to make some fields true, or opted out, marking the ...
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690 views

Workflow/flow to change opportunity owner to child object owner when child object is linked

Struggling a bit here. I am trying to create a workflow/flow that will automatically update owners of an opportunity without the complexity of creating a trigger. The relationship goes - The ...
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0answers
101 views

How to open flow created page in edit mode when flow is embedded in VF page?

I can redirect to the created page in detail but I can't redirect to it and have it be in edit mode when presented to the user. Is that possible?
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Invalid Page Redirection - Visualforce page using Flow

I am very new to visualforce (and flow incidentally), so I'm not sure what's going wrong. I've created a new flow to create a new case. I made a new Visualforce page for the flow so that I could ...
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1answer
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Flow variable is getting lost after clicking previous button

I have created a Visual Work Flow which creates a contact and opportunity record by clicking next button in the 1st screen. I am storing the created contact and opportunity in two different flow ...