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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Is there a way to get the Flow Error Emails via API?

For the Flow error emails that you get when a Flow process fails, is there any way to pull these notifications via an API?
ad5's user avatar
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2 answers
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How to retrieve metadata from record triggered flow with custom error message?

Currently I trying to retrieve metadata form Record-Triggered Flow with new custom error message component But when I deploy to another sandbox org, I received this message When I check the xml, I ...
Moises Taboada's user avatar
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Need to calculate Elapsed time between 2 Date time fields excluding weekends

I have the formula which calculates the number of hours elapsed between 2 DateTime fields excluding the weekends. Using this formula field in another calculation is giving Compile error. Is there ...
Amulya's user avatar
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21 views

Duplication Rule with Odd Behavior in Salesforce Flow

I am experiencing some odd behavior with a salesforce flow I have built. I have two questions regarding this. First, I have a duplication rule that is preventing new records from being created in my '...
Luke Sharon's user avatar
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1 answer
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Is there a way to force a flow to do an update and then continue to the next element?

I have a requirement in the Salesforce flow to update a particular contact record twice. The two update elements are consecutive that is after one update it goes to the other. But I have a requirement ...
Muhammed Rishdhi's user avatar
1 vote
1 answer
172 views

Querying on Multi-Select Picklist in Get Records in Flow

After a whole lot of frustration, I found out it's not possible in the Get Records action in Flow to filter on a multi-select picklist, and you get an error: the idea to make this actually possible. ...
Benjamin Luehrs's user avatar
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1 answer
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Flow formula with pipe symbol translating as | in debug logs

Have read thru multiple post on this but not getting the results. I have a Flow formula that calculates OK using the flow native debug. However, this flow is called via apex showing the same variable ...
rickmac's user avatar
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Encountering Too many query rows: 50001 error on Flows when upserting records using Mulesoft

This is a flow that updates Primary PCA (Lookup to User in Opportunity), Opportunity Owner and Contact Owner. It is looking for these conditions: IF High School (Account) has a Primary PCA (User ...
GioSalesforce's user avatar
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72 views

How to pass input values in quick action?

We are building manage package with quick action using lwc component, Some customers need to trigger API and some doesn't. So we decided to keep a Boolean check in the target config. I am getting ...
Ragul's user avatar
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2 votes
1 answer
111 views

Mystery Error Message For Flow Entry Criteria Formula

I am attempting to use a formula entry criteria in an after save flow. However, I run into errors when checking the syntax. My starting formula for the flow is exhibit 1) and when I click check syntax ...
KB2021's user avatar
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Cannot see Http Callout in Flows

To turn on Http callout in flows, at first I have made an external credential with authentication protocol as custom. After that, I have made a named credential, enabled it for callouts, and use the ...
Sampad Boby's user avatar
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Messaging Notification Flow action locks MessagingUser record?

We have a scheduled flow that has a Messaging Notification core action followed by an update to the Messaging Session and an update to the Messaging User. The notification is received but while ...
Maitake's user avatar
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1 vote
1 answer
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Find all instances where someone is running user

I am trying to help someone remove all instances where a specific person has left the company is the running user in Salesforce. I would not consider myself a developer by any means, however this ...
Raquel R's user avatar
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1 answer
181 views

Flow footer being hidden for Utility Item bar

I have one flow that is replacing the New button for a custom object. Its using the entire screen. However on that app, we also have the Utility Item bar. Since the flow screen has a lot of items, its ...
Julio Didier Maciel's user avatar
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0 answers
41 views

Flow on Task to trigger validation rule

I have a validation rule on the Task object which simply points to a checkbox field, if true then error. I am using a fast field update flow with some simple logic that, according to the debugger, ...
JaredT's user avatar
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Test method attempts Email Alert from Flow and fails with NO_SINGLE_MAIL_PERMISSION in sandbox

We have a Flow that sends an Email Alert. We have a test method that unintentionally exercises that flow. The test method fails. I know already that NO_SINGLE_MAIL_PERMISSION is thrown because our ...
twamley's user avatar
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1 answer
33 views

Screen Flow - values not refreshed when opening the flow a second time

I have a pretty basic screen flow with a picklist component and an email one to send an email with an InvocableMethod. Everything works fine but when the user fills up the form once, close the flow ...
Fabien Braconnier's user avatar
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795 views

Record-triggered flow erroring with “Error Occurred: 0 recipients” despite successful recipient email address provision

I have a record-triggered flow that is failing because cannot perform the ‘Send Email’ action. It is ending with the error: “Error Occurred: 0 recipients” I can tell from the debugging log that all ...
CathyC's user avatar
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1 answer
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Do I need to Bulkify a DML inside a loop followed by end in Flows

I have a flow that only fires once per case record when an email-to-case comes in. It finds the email alias the case came through and assigned some values to the case record. I'm assessing a flow that ...
eHarazi's user avatar
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30 views

Scheduler Booking Flow - Heading Customization for Select Service Resource and Service Appointment Time Screen

I am trying to edit or hide the mention "Who do you want to meet?" on top of the Select Service Resource and Service Appointment Time Screen Flow component. This is not mapped as something ...
Felix's user avatar
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-2 votes
2 answers
32 views

Add a "0" to the left of the postal code

I would like to put a formula in a flow to update the postal code if it only contains 4 characters. All my postcodes must be 5 characters long so I would like to add a 0 to all the postcodes that are ...
WizeQuestion's user avatar
1 vote
0 answers
23 views

Getting error System.LimitException: Too many SOQL queries: 101 when call apex from flow

i have one flow that will create opportunity product in every opportunity child i tried to make a apex class to seperate the process, and apex class will be called in the flow but i still get error ...
Mustika Farma's user avatar
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1 answer
114 views

What could be the reasons that prevents an email being sent from a flow action?

I've been working on a flow that sends an email and a custom notification when meets certain criteria, everything is working well and as expected, after the deploy the team that requested this feature ...
Arturo Corona de la Cruz's user avatar
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0 answers
47 views

Tip still showing Database access elements in loop

I have a loop in a flow where I have multiple Get elements which are clearly placed after the "After Last" path when the loop is complete. But the Flow 'Tips' is still telling me almost ...
Suzie's user avatar
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Problem with InvocableMethod [duplicate]

I have a simple flow which is calling an Apex action whenever a QuoteLineItem is updated: This is my code: public class RemoveHTMLTagsDealHub { @InvocableMethod(label='Remove HTML Tags') ...
Bartek's user avatar
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0 answers
201 views

Salesforce CPQ - Best way to determine if a quote has been saved within the QLE

I need to be able to initiate a record-triggered flow on the Quote object whenever a quote has been saved within the QLE. I need to be able to accurately determine if a quote line have been added, ...
gjohnson282's user avatar
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1 answer
39 views

Record triggered flow not triggering

I just converted a simple workflow rule (workflow with email alert) into a flow and when I am testing, it's not working. The flow doesn't even trigger. It keeps saying that the entry criteria are not ...
Pooja's user avatar
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0 answers
58 views

Create a Flow to send and email alert everytime there's a new donation and everytime someone donates above $1K

I've been trying to figure this out for days and it seems simple but I'm just not satisfied with the result of my solution so far. There must be something better. I have a Donation object that stores ...
ivatanDev's user avatar
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0 answers
22 views

In Before Flow: How to set a Text field from standard Email field on a related contact record?

I've attempted both options: creating a text variable, assigning the email field's value to it, and then updating the text field with the text variable; and updating the text field directly with the ...
Valentine Potapov's user avatar
1 vote
1 answer
49 views

Flow: Excluding recordtypes

I have a flow which SHOULD do the following: When the customer send in a new email for an already created case it should set the case status back to open for some rt. It works but just for ALL record ...
Alex M.'s user avatar
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1 answer
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AURA component with implements="lightning:availableForFlowScreens" not showing up on flow screens

I have an aura component that has implements="lightning:availableForFlowScreens", but won't show up in the flow builder, other AURA components show up, but not this new one. Here is my AURA ...
Travis's user avatar
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0 votes
1 answer
659 views

How to use HTTP Callout action in Flow with body of Content-Type: application/x-www-form-urlencoded

I am trying to setup an authorization step using the HTTP Callout feature in FLOW. The authorization endpoint I am getting my token from needs to receive the body payload as application/x-www-form-...
Jay Herrera's user avatar
0 votes
0 answers
51 views

Trouble using HTTP callout action in Flows with AWS Signature Version 4

I'm trying to make a very simple AWS API call out using an HTTP callout (POST request) in salesforce but I have been getting the following error. {"__type":"InvalidSignatureException&...
Adam J's user avatar
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0 votes
1 answer
157 views

migratedFromWorkflowRuleName contains an invalid workflow rule name

Just ~2 days ago, we started encountering the error in the title in different scenarios. Moreover, when performing the scenario again after few minutes, the error doesn't occur anymore. In the picture ...
Poypoyan's user avatar
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-1 votes
1 answer
53 views

update child records from flow multiple times

Anyone has had the requirement of updating same child records from a flow multiple times, pertaining to multiple decisions, which may or may not be mutually exclusive? Ideally I would wish to assign ...
SFDC Dev 27's user avatar
0 votes
0 answers
110 views

Auto-Archive Published Articles using Flow

TLDR - What Knowledge object and Id field should I be using for the Knowledge Article Action: Archive online knowledge articles? Posted on Trailhead here, but wasn't able to get my flow working. I've ...
very much wow's user avatar
0 votes
2 answers
154 views

ShowToastEvent does not fire from LWC placed on Screen Flow

I have implemented this example provided here: https://salesforce.stackexchange.com/a/385665/138510 provided by @vitalii-dehnerys But still, the Toast does not get fired from the LWC when it sits on ...
Chubster's user avatar
-1 votes
1 answer
142 views

Trigger Flow - Scheduled Path date already passed

What happens when a scheduled path date has already passed when the flow is created? Does nothing happen? Does it happen immediately? I am working on a new employee flow. The flow will have a few ...
Scotty476's user avatar
0 votes
1 answer
32 views

What if we don't use Database.LeadConvert and manually create Account, Contact and Opp and update the Lead?

I saw this practice in one of the orgs. They had done this using flows. I believe this is not the best practice having Salesforce OOTB way to convert the Leads. Are there any issues associated with ...
Pasan Eeriyagama's user avatar
-3 votes
1 answer
50 views

Is there a diff tool for seeing what content has changed in a text field? [closed]

When content changes happen to a text field, i want to list the words/sentences that have changed. A bit like how track changes work in Microsoft Word or Google Docs. Or like how Git does a diff in a ...
Hassan's user avatar
  • 97
0 votes
1 answer
43 views

Flow Error When Fetching Child Records

I have a requirement to map the Status field on a Parent Campaign to the same field located on the Child Campaign. The two fields should always be in sync. I created a flow to with a get records ...
Ron's user avatar
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0 votes
1 answer
109 views

CONTAINS() function ignores special characters

As part of Flow logic, I have a decision element that is checking if the subject line for an email-to-case contains the string "[Critical]" or "[Urgent]", including the square ...
eHarazi's user avatar
  • 133
0 votes
1 answer
91 views

Creating a roll-up sum on opportunity converted amount field with multi-currencies on

When multi-currencies support is activated the amount field on the opportunity cannot be rolled-up. To work around this I created an Apex class with a method that will read Amount, CloseDate, and ...
Olivier Boudry's user avatar
1 vote
1 answer
109 views

Invocable Method to return External Service data type

Ideally, we will create an External Service based on the API Schema and use it in Flows. For some reason, when we do callouts in the Flow, the API cannot parse the Authorization header correctly, ...
codefish's user avatar
0 votes
1 answer
124 views

I'm unable to select the Id of the related record within the Flow. However, I can choose other fields without any issues

I have a weird problem and don't know how to solve it, maybe I am blind. Please have a look: I need to update a lookup field on the Account object. This lookup field is present on the current record ...
Valentine Potapov's user avatar
0 votes
0 answers
51 views

Subflow screens showing parent flow header

I have two flows, one flow i basically a decision that goes into different subflows. When you hit the subflow i want it to show that specific header so the user has context to what they're doing.......
ensir's user avatar
  • 332
1 vote
1 answer
59 views

Exposing a Flow in Community Site (guest profile) is not working when I embed the Flow via Visualforce

I need to embed a flow on a public Salesforce Site. I have enabled flow access for specific flow under the Site's Profile, but it still doesn't seem to show. I found this super helpful post that ...
rmarq423's user avatar
  • 957
0 votes
0 answers
109 views

Using flow to create X new records, based on user input X, of a custom object

Here's the use case: User creates a course (custom object) that has X sessions. The goal is to create a screen flow that is launched from the course and asks the user, how many sessions do you want ...
CasinoDataGuy's user avatar
-1 votes
1 answer
328 views

Flow Error for Recipient ID

I have a flow to create a record for calibrations. It is an email alert/reminder to the user to add details. However I am getting this error message: Error Occurred: recipientIds must be active to ...
Suheil Medina's user avatar
0 votes
1 answer
991 views

Show an error message in an LWC in a Flow using standard components

I have a custom Lightning Web Component that I am using in a Flow. Unfortunately, the standard ShowToastEvent event does not work when an LWC is in a Flow. Is there an alternative component I can use ...
fred's user avatar
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