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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How to know an Apex invocable action is invoked by Autolaunched or Screen flow?

I have an Apex invocable action for Flow which includes a callout request. I don't want to start the callout by Future/Queueable every time when it is invoked by a screen flow, because I want to show ...
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How could I add an hyperlink in Custom Notification using Flow?

I want to display a custom notification with the hyperlink of the record, but i'm only getting a text with the URL and HTML tags. The custom notification: Notification body: linkToTheOrderRecord: ...
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How to temporarily disable duplicate detection with flows?

Salesforce is gradually pushing us to replace workflows and processes with flows. But: workflows have a special property that processes and flows don't have. I refer to Salesforce's Order of Execution ...
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flow modal window not able to close in lightning app builder

I am calling a screen guided flow from a modal window in lightning component which I am making visible on a particular status on Case . But the modal does not closes on Lightning app builder from ...
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How to track time spent in each stage of a custom detail object

So we have a custom detail object which uses a custom stage picklist field which we use for the path. We also have a custom status picklist field with values as unclaimed, In progress and completed to ...
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Datatable is not refreshing when subflow updates the record

I have LWC on the Flow Screen. LWC contains datatable and on each row, I have a button with action. When the user clicks the button user will be navigated to the next step in the flow which is subflow....
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Autoclicking a Visualforce page button every night

There's a VF page from an accounting package that was installed, which contains a "Start Process" button that triggers a process when clicked. This process makes use of an Apex Controller ...
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Triggered Email Alerts arriving as Spam

I am converting some of our old existing Email Alerts triggered by workflow rules to Flow, but am seeing that these are arriving in the spam folder. The email templates are html versions and the ...
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Replacing OpportunityLineItem related workflows by one or more flows

Not a question, but my experiences, from which hopefully someone may learn something. Salesforce has announced that workflows and processes must eventually be replaced by flows. Our org has 4 ...
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Help with understanding debgf log on a decision element in a flow

I'm trying to understand what these lines mean when it says true and false on my debug log. Line 1 says False | False Line 2 says true | False Line 3 says true Line 4 says just false What does the ...
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Troubleshoot Platform Event in Production Environment

We have an existing implementation where Flow 1 publishes the event and Flow 2 subscribes to the same event and processes the apex logic. The apex logic includes callout and updating the Lead. Out of ...
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Issue with Loop and display of list Using Salesforce flow

I have the below salesforce flow: What the flow is trying to do: On the first screen get the Account name and account number If Acc number = 1 then assign acc values to a record variable ...
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How do you trigger the duplicate rules before a record is saved on a flow?

We have a scenario where we want to prevent users from creating duplicate contacts but want to allow users to be able to create the same contact with same details if its on a different account. What I ...
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Create multiple records and relate one to another in flow

I'm building a flow that creates multiple records and relate one record to another record. The problem is that when I assign the record ID to a look-up field, it gets an error that says that record ID ...
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Create field validations using a flow [duplicate]

I am trying to create a field validation that would prevent a user from selecting a checkbox until certain fields are filled out. In other words, the fields cannot be blank or null. I tried using a ...
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Validation rule to make required field editable only through a flow?

I have a requirement to make the Close Date field read only on the page layout. There is an existing flow in place that is triggered only when Action By Date field is changed, and the flow then ...
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Testing CPU times for Flows/Process due to new 22 Summer Release

So i was testing my Flows and Process in Salesforce to get the CPU times for testing porpouses related to Summer 22 Release. Im using the Developer console to get the needed logs. I get 3 diferent ...
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Get Records with condition not working in Flow

I am working on an assignment in which I developed a screen flow. The screen flow gets triggered with a "Create Invoice" button on the opportunity. When the user clicks the "Create ...
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Flow "Refresh inputs to incorporate changes elsewhere in the flow" problem going back to the first element

I have several LWCs linked in a flow where each flow element is configured like this to share the current state of a Contact record: i.e.: "Manually assign variables" is checked "...
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How to get if whoid belongs to task in a salesforce flow?

I am trying to update a field in lead when a new task is inserted. How do I find out if the whoid associated with a task belongs to a lead? I know we can write an apex invocable action and do it. Is ...
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Omnichannel Flow - Routing to Agent Error

I've created an omnichannel flow (Chats routed to agent and queues). The scenario was getting the end user number from the Messaging session and checking for cases associated to that end user number. ...
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Accurately Measure the CPU Time Consumption of Flows and Processes (Release Update)

As per Salesforce Summer ’22 Release Notes, Salesforce will be enforcing the update to accurately measure, log, and limit the CPU time consumed by flows and processes. And doc has this point which is ...
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Calculate Due Date

I'm calculating the Due Date for a custom record when a record is created. I've got a flow that does the updates but I keep getting an error when I create the formula Error: Syntax error. Missing '=' ...
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Flow runs successfully for Community user only when "Show details of what's executed and render flow in Lightning runtime" deselected

I have a flow that is to be used on a community. When debugging the flow fails for the community user when "Show details of what's executed and render flow in Lightning runtime" is selected ...
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Import Mulesoft APIs with External Services - 301 Moved Permanently Response

I have been following the instructions provided in the official salesforce developer docs here regarding importing mulesoft apis using sfdc external services for use in a flow. I have followed the ...
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Check if a checkbox is ticked in a Screen flow

Hi all I am using a screen flow and here if all the checkboxes I have added in a screen is checked then a field update should happen in an object. Here I have added all the checkboxes in the screen. ...
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How to check and uncheck a checkbox when inserting and removing a document in a related list

I come to ask for help to solve this problem I'm having with a flow. I have the custom Object "EnsaiosdeDM" that has a standard related list, what I need is that when a document is added to ...
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Flow Action Issus

in my flow, I use an action to send notification, I have an action to send notification with bell icon, I receive the notification but in HTML form as the image shows, how can I do it? to resolve ? My ...
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Bulk API Inserting Duplicate Records with exact same CreatedDate

I have an object called "Primary Insurance". It has a field called "Primary Insurance Name" that is a text field. The text field value can be "Prospect Humana Split". I ...
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Compare DateTime Fields in a Flow

I'm helping our Events team with a new flow that we're building. Within the flow, we're attempting to compare two DateTime fields with one another in order to execute actions based on the difference ...
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External callout using Flow Builder - Apex Class Invocable Action

I would like to create a callout (webhook) when a custom field Batch_Name__c is updated which belongs to the Account Object. The purpose of this callout is to send all account information to an ...
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Connecting a Contact to another Contact

I have "student" contacts and I have "parent" contacts which are connected by a relationship which can be viewed in related lists. But I want to link the parent contact record to ...
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In Flow, Create a Link to the most recent record for each opportunity record type

My users want to have a clickable link on the Contact screen, for the most recent Opportunity Record of each Opportunity Record Type. I am using flow, to show the most recent record for each of 5 ...
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Automate changing a lead's Lead Status based on its Pardot Engagement

I have a requirement where we would like to automatically change the lead status of a lead from "Unqualified" to "Nurture" (These are custom lead statuses) if the lead happens to ...
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Choose Parent Field in Flow Get Records

Is there a way I can select Choose fields and let Salesforce do the rest or Choose fields and assign variables (advanced) in a flow Get Records element, including parent fields? As I can see here the ...
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How to do Nested Query In a Flow

There is already a related question Nested SOQL Query in a Flow. However it is unanswered and out of date, from more than 7 years ago. With all of the new capabilities of flows, I want to know if ...
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How do I get an LWC inside of an omniscript to render, when that omniscript is itself inside of a flow?

I have an omniscript and inside of that omniscript I added a custom LWC. The LWC displays correctly in the preview and it displays correctly if I add my omniscript to the site. When I add my ...
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2 votes
1 answer
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Flow - limit exceeded

I'm trying to create a flow that will create 70 child campaigns with 40 leads in each(2800 leads are stored in parent campaign) It says that my organization has exceeded the maximum limit for this ...
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Are declarative tools built to scale?

In a context of a company that aim to expand its activities, is it a good idea to build an architecture by including declarative tools such as processes and flows? Are declarative tools used in large ...
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Using lwc component in VF page used in login flow

I have a login flow which is calling a VF page. I am calling a Lightning app from vf page which calls LWC. When i preview the VF page its working fine. But when i use it in a flow its not working. Is ...
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1 vote
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How to add flow in your LWC QuickAction button?

I have made a ScreenType action in lightning web component and want to add a flow to when i click yes. I have not found any guide or documentation regarding this. Can you please suggest on how to add ...
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12 Dependent Picklists in Screen Flow

I'm creating a screen flow with a complex set of dependent picklists. I'm trying to figure out how to display them all, but the Dependent Picklist component is very limited. The standard component can ...
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Salesforce Flow File Upload component get outputs before Next button

I have a flow on a community site (guest user context) using the standard file upload component to allow users to submit files. Since guest users can't access Opportunities and I need to link these ...
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How to delete footer(buttons) in screen Flow using LWC?

I have 2 lwc components( overrall view doesnt seem to be professional,because I still have buttons from footer) I cannot just hide them from flow,because they are being used. I want my flow to work ...
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3 votes
1 answer
283 views

A Variable of the Collection Filter in Flows

Inserting the new Collection Filter element (resp. FilterCollectionProcessor) (54.0) in a flow, one gets a new "Record Single Variable" that appears under Resources, per default with a name ...
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Error while using an email action

2.1. Create OpportunityContactRole - We can't save this record because the “Update GrantReconts, when GrantContact role is added” process failed. Give your Salesforce admin these details. This error ...
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CPQ - Set Contracted True too soon does not create contract

we're developing a flow that takes an order, activates it and then automatically flag SBQQ__Contracted__c = True. In my mind CPQ should create a contract but in reality if i launch it syncronously it ...
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Can i fetch the parent name of an object in a custom email template

I have to fetch a lookup field of the object Opportunity.Instead of this Dear {!Opportunity.Primary_Contact__c} I need Dear {!Opportunity.Primary_Contact__r.Name}.But each time I input this and save ...
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Flow won't move onto next element after last item

I have created a flow with a couple of loops, however the flow doesn't seem to move to the next element at the end of the loop, and instead ends the flow.
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201 views

Email not received from email alerts

Hi all I am trying to receive an email each time I create a new grant with a particular record type a particular organization name linked etc. Few conditions. So I have created an email template ...
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