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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147 views

Email Alert Triggered in Scheduled flow has blank merge fields for Custom fields Only

A Scheduled Flow sends an email alert. The ID and Name fields show up in the email alert, but the other merge (custom) fields do not. The email alert fired other means works as desired. The Automated ...
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1answer
33 views

Lightning Component in Flow - How to disable Next Button?

I have a simple flow with a Lightning Component, I need to not allow the user to click to flow button until he click on a button in the lightning component itself. Is it possible to do that ?
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60 views

How do I pass variables from a Process to a Flow?

This is a follow up question to How do you invoke an external service in a flow triggered by a new Contact Creation? What I am trying to do is invoke an External Service, passing it some data, when a ...
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28 views

Please Help Build a List of Flow Limitations

(long post – sorry) Hoping to solicit some feedback about flow limitations to establish some clear thresholds for when to use them versus APEX or custom Lightning Components (Web or Aura). I and a few ...
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1answer
49 views

How do you invoke an external service in a flow triggered by a new Contact Creation?

I am using Salesforce Lightning mode and looking to use the configure not code approach. I have an external service defined. The scenario I am trying to implment is as follows: User Creates Contact ...
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1answer
299 views

Custom Notification Recipients to New Places with Page Reference Navigation

In release Winter'21 was introduced new Target option for Custom Notifications (see here). I would like to have a specific Community page as Target Page Reference. Still, I can't figure out the format ...
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1answer
23 views

Do you need to create new outbound changeset when components are modified?

Let's say I have created an Outbound ChangeSet with a few components like Page Layouts and Lightning Flows. I haven't pushed the change set to Production yet. In the meantime, I decided to make some ...
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1answer
19 views

Add Custom VF Button to OpportunityContactRoles Related List

Evening, I'm attempting to launch a Screen Flow from a VisualForce Page on a related list for OpportunityContactRoles. The flow will be a guided process for ContactRoles. The Related List for the OCRs ...
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1answer
30 views

phone field validation for starting with + followed by country code and phone number

I am trying to implement the phone validation for lightning flow screen. Here is what i tried and it's working in https://regex101.com/, But when am trying to save in lightning flow screen input ...
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49 views

How to iterate a loop in a flow

I am very new to flows and I'm not yet still familiar with its workings. So I have flow that has a loop that supposed to iterate depending on the User's decision. As you can see from the image below, ...
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59 views

LWC Flow Screen component: Possible to assign or set a Field value on an sObject variable?

In a Flow Screen LWC, I would like to allow the admin to build a series of screens with input fields mapped to sObject fields of their choosing, and automatically set the input value to the ...
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1answer
62 views

Lightning Scheduler: Is there a way to remove the location search and instead, immediately display a list of territories?

I am hoping to find a way to display a list of locations (Service Territories) to the Lightning Scheduler user instead of the default google location search. instead of this: immediately show the ...
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32 views

Why do flow components need to have API names?

Apart from this field being required, what is the practical value for me in giving API names to flow components? For example if I create a "Get Records" component, can I reuse it using its ...
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16 views

Help with turning text into a number

I'm building a flow to automate an order received from a specific source, but I'm having issues with the data. The order details are passed to an long text area field, so I use Find() to extract the ...
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1answer
76 views

Radio buttons require double click on aura component

I have written a flow in which user data is sent to an external API and receives a multiple choice quiz back. The flow then takes that quiz and passes it to a screen with a custom aura component on it ...
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What is the sharing mode for a class that inherits the sharing model of its caller in a flow?

What happens if a class that uses the inherited sharing sharing model is also a class that is a custom Apex action used in a screen flow? If the flow's "How to Run the Flow" is set to "...
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50 views

Flows are not working in Salesforce Community

We have a problem with community flows. It is screen flow on button. When we click the button it looks like CaseId is parsed in the link to flow but the screen itself looks like the id has not been ...
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1answer
18 views

LWC: Find out if a flow is moving back or forward

I have a LWC inside of a flow. I need to notify the LWC if the user has pressed the "Previous" or "Next" button of the flow. Right now I am using disconnectedCallback() for that ...
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89 views

Local Flow Actions and @AuraEnabled Apex wrapper class as output infinite loop

We are building a screen flow for a pre meeting automation. This is in hopes of enabling our users to quickly be able to prepare for meetings. For part of this, we need to enable users to select which ...
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1answer
140 views

Bulkification of Flow with invocable action - error re: number of results - how do I resolve?

I'm getting the error "The number of results does not match the number of interviews that were executed in a single bulk execution request" when I insert more than one record into an object ...
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23 views

Issue deploying flow templates as Inactive in Package when there is a Subflow

I have a Managed Package with two Flow Templates. FTParent is a parent flow template, and the other (we will call it FTsub) is also a flow template. Initially, they were both packaged as Active, and ...
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35 views

The formula expression is invalid: Syntax error. Missing '='

I am working with Flow Builder for the first time. So apologies if this an easy miss. I created a formula to to grab the values in a Multi Picklist field on a custom object and update the Multi Select ...
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1answer
99 views

Flow to Delete Leads doesn't seem to work as hoped

I'm creating a scheduled daily flow that loops through all Leads each day, and if a formula field I created for a deletion date is hit, then delete said Lead. I'm including an entrance filter to only ...
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1answer
71 views

Flow not updating new record field values although debug says assignment fields have values

I have a simple flow that gets the leads and updates them with borrower and applicant values from Applicant object. As per debug logs, the Flow value assignment is successful and values are populated. ...
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35 views

The flow failed to access the value for caseRecord.Account.FirstName because it hasn't been set or assigned

I am getting this error in Salesforce Flow. The flow failed to access the value for caseRecord.Account.FirstName because it hasn't been set or assigned. Field description is as below. caseRecord : ...
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2answers
653 views

What are three ways for a developer to execute tests in an Org?

What are three ways for a developer to execute tests in an Org from the following options ? Bulk API Tooling API Setup Menu SalesforceDX MetaData API In my opinion, it should be Tooling API, Setup ...
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151 views

Can you update record collection elements via the Loop Element in a loop?

I have a collection of records (not yet created) in a record collection variable. I have a loop where I want to match this record with another and update it with a value from the other record. In the ...
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2answers
44 views

Serialize Custom Object with Children in an InvocableMethod Called from a Flow

I have a custom object Parent__c and a Master-Detail relationship with Child__c. I've been writing various InvocableMethods that use JSON.serialize() to send data to an external API (that I control, ...
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1answer
106 views

Unable to use flow in communities

I have created a flow that navigates guests users through creating a custom object in a community. I want this flow to be started by clicking a menu item in the tile menu. As of now, it redirects to a ...
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1answer
78 views

Cross-field validation on flow screen input field

The examples for flow field input validation that I'm seeing are evaluating the field that has the validation applied to it itself -eg in this h&t doc REGEX({!Zipcode},"\\d{5}(-\\d{4})?")...
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36 views

Flow Input Validation Not Firing

I am trying to implement what should be a fairly simple validation on two inputs in a flow. There is a picklist called {!Input_Type} which can have one of three values ({!CRS}, {!Email}, {!NewCustomer}...
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27 views

Paused flow interviews vs time-based workflow

Do paused flow interviews and time-based workflow process in parallel? each can process 1000 records per hour. if I have 1000 paused flow interviews and 1000 time-based workflow actions scheduled to ...
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42 views

Flow Trigger Framework

We have various Apex trigger framework resource available. It's great. Now Salesforce launches trigger capabilities within beloved Lightning flows. If somebody has to migrate his/her Apex trigger to ...
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1answer
119 views

Can't complete this tailhead module(Create a Candidate Rating Flow)

I'm trying to pass this module's challenge but the following error was displayed. Error createReview mapped variables from New Review flow. Is there any idea to solve this problem? Trailhead Module ...
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33 views

Does Declarative Amazon Signatue Version 4 Named Credential Work At All With External Services and Flow

Can anyone confirm if they have EVER used declarative AWS Signature Version 4 as a Named Credential with External Services and Flow in Salesforce for ANY reason? Not Apex Classes to set these. A ...
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1answer
43 views

Screen Flow Time Component

Is there a time only input component for screen flows? I could only find a Date and Date & Time components. Is there a way to add to a Flow screen an input field with only time selection?
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1answer
94 views

How to add a decision element for a file upload in a FLOW to check whether the file was uploaded successfully

I am trying to display a finish screen after a file upload which should be displayed only if the file upload was a success, so need to add a decision element.I tried using a text collection variable ...
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22 views

Select checkbox values depends on previous radio button value

I am using flow builder to design a flow .First I am having one radio button field and below it I am having checkbox group. Depends on the radio button value selected I need to select the check box ...
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1answer
193 views

Community - Flow - Upload File to custom object fails with error 'Can't upload …'

This error shows up while trying to upload a file from within a community flow as a registered user and to a custom object created by the registered user himself: I'm using the standard lightning ...
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1answer
27 views

Lead Lookup in a simple Screen Flow

I'm totally new to Flows. I'm trying to design a simple screen flow, that allows me to select a Lead and then delete it, along with associated Custom Object records in one go. As of now, I need to ...
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92 views

Number of iterations exceeded - Only iterating through 250 records

I have a simple flow that pulls in all active employees and checks 1 field within the Contact record. In a loop there is a decision element and then 2 assignment elements. The flow fails after ...
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15 views

Send an email having uploaded attachments and Cc,Bcc recipients without using Apex Messaging.SingleEmail method [duplicate]

I am implementing a requirement in Service Cloud to track incoming and outgoing emails for some Purchase order Custom object. Within this we have to group some records and send email alert to ...
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63 views

Case.SobjectType.getDescribe().getRecordTypeInfos();

Case.SobjectType.getDescribe().getRecordTypeInfos(); returns null even when the user profile has Record types assigned. Prototype of code below : List<Schema.RecordTypeInfo> rt = Case....
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1answer
109 views

Create or update a new record in a flow

I have a flow where I have a screen to create a new record of a custom object and then navigate to a new screen with a custom lightning component. When I go back, pressing on previous, from the second ...
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21 views

Flow passing in record with multipicklist value into Invocable Apex method causes error

I want to pass records prepared into an Invocable Apex method from a flow that have had picklist and multipicklist values set on the record. I want to insert a record from Flow via apex (using ...
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28 views

How does Journey Build make SOAP calls to Sales/Service Cloud - single record or batch?

Trying to determine record update and creation behavior in Sales/Service Cloud when Salesforce records are created or modified by Journey Builder activities. Here is the scenario: Multiple contacts ...
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18 views

Popup to be displayed on uploading duplicate file in the Notes and Attachment under Account Object

I have a requirement where I need to warn the user if they are uploading duplicate files against a particular Account record. The file will be uploaded, only need to show them a Warning message. I ...
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1answer
30 views

Check if record exist with specific value when creating one

I took over for a Salesforce Admin and I am pretty new as an admin, but have used Salesforce as a salesperson before. We have a custom object called Logs, and our non-profit has case managers that ...
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1answer
41 views

Can't add newline to body in flow sendEmail action

I have a text template within a flow like this - There has been an error with automation Id - {!$Record.New_Id__c} Error Message - {!ErrorText} I'm using this text template as the body of an ...
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1answer
81 views

Process builder failing only in test class

I have 3 custom objects in my salesforce org that are involved in a process builder. The process builder is invoked by creation of or changes to Commodity__c records. The process builder is outlined ...

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