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 later runs of a flow see records inserted in an earlier run of the same flow interview?
I am running into a strange problem with a flow that has lead me to wonder if I am not understanding how flow interviews work on bulk inserts and I am not able to find any documentation that answers ...
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What object should my record-triggered flow be on?
If all child records have a picklist value of Authorized, then update parent record to Pay Request; if not all child records have the same picklist value of Authorized, then update parent record to ...
user132616
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The object "TransactionJournal" can't be created through a flow
I have an auto-launched flow to create TransactionJournal. It works correctly in dev sandbox. When I try to deploy it to another dev sandbox, I get this error The object "TransactionJournal" ...
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75
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Sending a Flow Action Notification to a Single User
I have been struggling with this for a while and I cannot seem to get it to work. I need to have a flow send a notification that an object has been created to the object owner. I can get most of it to ...
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Finding the average of dates using flow
I have a flow that creates a collection of dates of birth. my goal is to add them together and divide by the count to get the average date of birth.
the amount of DOBs in the collection can change ...
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How to translate text in flows?
For example - I have a screen flow that shows a confirmation message like this:
The opportunity has been converted successfully:
{!Opportunity.Name}
The opportunity name also has a link to the actual ...
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Sharinpix Mass Download - Alternative
Our org uses SharinPix to upload images to Opportunities, Tasks & Events. When we initially switched over to SharinPix, we needed a way to view these images in a user-friendly way (mainly for ...
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Includes formula in record triggered flow not triggering
Ive got a multipicklist field that i want to use in the entry criteria of a record triggered flow and it seems to never trigger the flow. When i choose "All conditions evaluate to true" and ...
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How can I get around the "too many SOQL queries" error in my flow?
All,
Not new to flow at all but can't figure out a workaround for this.
I have what I believe to be a simple flow. It queries the OpportunityLineItem object to see if a record has any ...
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Sender Type options not available
According to the documentation the Send Email core action (for a screen flow) should have the options of CurrentUser, DefaultWorkflowUser or OrgWideEmailAddress in the SenderType.
However none of ...
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Why I can't upload a file via flow although it works in debug mode
I created a flow for uploading files to quotes. When it runs under edit in debug mode it works well, the files are attached.
But when I run it starting from a button I can't upload the file. The user ...
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Autolaunch flow not launching from process builder
There is a process builder which is calling an auto-launch flow after 2 min. It's a time-based action
I am calling a basic auto launch flow which is just posting a chatter on the record created.
When ...
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161
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How to default the value of a conditionally rendered checkbox in a screen in a flow to false?
I have a flow where there are four checkboxes in a screen but one of them is conditionally rendered. That checkbox has its "Default Value" set to {!$GlobalConstant.False}, but that ...
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Salesforce Flow - Update Records Element question
I think I have a pretty easy question for more advanced Flow users.
I was working through the Data and Actions in Flows module on Trailhead and on the 2nd section of the module called Data and Actions ...
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Passing String Variable from LWC to Embedded Screen Flow
I have an LWC in Experience Cloud where I’m trying to pass a variable which I grabbed as a URL parameter to a flow embedded in the LWC. The html file renders the output from JS, but when I try to pass ...
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Is there an easy way to identify parent Flows from subflows?
I thought it might be possible by querying using the Flow metadata object, but doesn't appear to be possible as it returns an error. Is there a better way?
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Flow to update a custom Lead check box field based on a custom check box field being checked on an Account where the Lead is associated to the Account
I assign Leads to Account and I'd like to update a custom field checkbox on each lead assigned to an account based on a custom field check box being checked on the Account the Lead is associated with.
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Process Builder Transition To Flow
I want to investigate one of my processes created via process builder but when i download it as metadata it ends with .flow that means every old processes created via process builder is now kept as ....
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Any way to have clickable labels of Checkbox elements in Flow Screens?
An input of Checkbox type can be added to a Flow Screen:
but the output when the Flow is run will only accept clicks on the checkbox and not on the label. That is inconsistent with e.g. checkbox ...
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Trying to understand how to bulk update via a schedule trigger flow
I created a schedule trigger flow to update 1000s of opportunities every night. The job of this flow is to find any inactive opportunity and close-lose it. However, I am hitting "...
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How to hide the first picklist from a dependent picklist on a screen flow?
I use the dependent picklist component in a screen flow. I only require the user to input the value of the second picklist (child), they should not be able to change (if possible not even see) the ...
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How does bulkification work for records in an invocable action in a flow?
If I have an invocable method that is bulkified to handle multiple records updated in a single transaction, what is the most efficient way to write the Flow that calls it?
My initial Flow design lets ...
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Can you tell if an LWC is being used in a Flow?
I am building a generic component which can be used either on a record detail page or within a flow. If it's being used in a flow, I want the user to go Next when they click a button, and if being ...
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Flow :: There is a checkbox called "option" in opportunity, if the checkbox is checked the email should be send to public group users
While debuging
Error Occurred:
0 recipients
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How to open a Flow from a custom action using a visualforce page?
I am trying to increase the size of the flow by using a visualforce page from a custom button. This is the following code that I am using but I can never get it to actually launch the flow but instead ...
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Slack Messages not sending from Salesforce Flow in Sandbox
apologies if this is a dumb question, but I've searched for hours for answers and just could not find anything.
I'm debugging an auto-scheduled flow to send a slack message in Sandbox. When I debug ...
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CANNOT_REPARENT_RECORD when updating Contact's AccountId in flow
I have a flow that, in the end, updates AccountId to empty string and it was working fine but now is giving me the following error:
CANNOT_REPARENT_RECORD: Before you can make this contact private, ...
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Emails not received for consistent API Requests
Scenario: Inserting Cases via standard SF REST API to receive an Email Response. The Email is sent via Flow (After Insert/Update) + EmailAlert. The REST APIs are being sent consistently (i.e., one ...
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Record-Trigger flow run when Delete error
I'm trying to create a record-trigger flow on Asset delete. I tried getting CV value by formula but the related Account record
is not returning correct value.
I also tried get Account record ...
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Flow Formula Returning Null
I have a CSV file with a Date of Birth field in the format of "MDDYY" or "MMDDYY".
I'm importing with Data Loader to a Text field, which triggers a Flow to fire upon record ...
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Avoid Hitting the Limits when Updating records with a Scheduled Flow
I have to change the status of some tasks after 30 days. I have already created and tested the flow in my sandbox, the problem I'm having is that in Prod we usually have around 5000 records to expire. ...
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Auto populate a form using a mapping object and a flow
We have a form that users assign by selecting from two picklists, one for the assignees name and one for their email.
We're wanting to simplify this for the end user by using a combination of a ...
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Why my flow is not updating the records
I have a flow which should update the event status to closed after 1 day if the records are not in closed status.
scenario is: event history is related record in event.
when event history record is ...
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Case update flow through external email works only on debug
I have a flow that is supposed to do the following: Whenever a new email is received for an existing case, the owner of the case should change. The original case is assigned to a queue the first time (...
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Flow question - how to send email alert to opportunity owner
I've built out a flow which checks 3 fields as condition to run, I need it to send an email alert to the opportunity owner if the flow is triggered.
Not sure how to set this up, I can only add users ...
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Is it possible to control the order of execution of the steps in the flow in Salesforce?
I have created a flow in which auto-layout option is selected and I have put the steps according to my requirement, still the order of execution of the steps are not maintaining itself.
Requirement: ...
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Flow formula wrongly evaluates to false
I am trying to add below code to entry criteria in a flow.
It evaluates to false even though the Status_vod__c is Approved_vod and prior status is closed.
The scenario is there is an unlock button on ...
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Latest Activity on Account if Assigned to user is not User B
I'm trying to see if it's possible to create something that will show me the most recent activity on the Account. Currently we are using a custom field that references the LastActivityDate field and ...
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Should you attach error handler to all Get Records actions in Flows?
I'm pretty inexperienced with Flows but have been tasked to add exception loggers to all my Flows.
I've noticed Get Records actions have a Fault Path hence wanted to find out:
What are the failure ...
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How do I restrict users from being able to create ANY flows?
We want to restrict the ability of users to create flows in our production org - ANY flows. How can I do this with the current permissions? We have some issues with admins and other super users ...
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How to write a Formula to have a checkbox checked by default and if the case is reopened, uncheck the box to track First Contact Resolution?
For example, if a customer comes in and a case is created, the FCR (First Contact Resolution) Checkbox is already checked by default, then if the Case has a status of Resolved and it changes, meaning ...
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Disable emails from Orchestration Flow Work Item
We have an Orchestration flow that we are assigning to a public group. Whenever an interactive step gets created it is sending an email to the entire group, however, we have different methods of ...
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SF Flows: Error handling in screen flows
I am working on a screen flow which will call an invocable action. The LWC component which initializes the flow in not in my team's domain and may not be handling errors. I am wondering if I create ...
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Softphone Layout Pop to Screen Flow - Input Variables
I am working on a screen pop feature for a softphone layout. I have created a screen flow to create a case, but I would like to be able to capture details from the inbound call-related matching ...
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Struggling with Using A Flow to Replace a DLRS. Why is the flow timing out?
I am trying to write a flow to replace a DLRS because the DLRS is consistently reaching its query row limit when it runs. I want a field on one object (product) that sums a qty field from another ...
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What happens to the existing flows when we enable Lightning run-time for flows?
What happens to the existing flows when we enable Lightning run-time for flows? Do all the flows will run in lightning UI/ or classic UI?
Lightning runtime will apply to specific flows where the ...
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Having issues with the flows whenever they run in Asynchronous mode
While working on establishing a record trigger flow, my objective was to synchronize and manage specific fields related to Skills and Certifications between the PSA system and the Skill object in the ...
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Render Lightning Runtime for Flows in a Visualforce Page and get variable value from URL
I'd like to launch my flow in lightning run time in a visualforce page and pass a variable to the flow. I previously used a formula URL in classic that appended recordid= Contact.Id to the URL which ...
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Managed package Flow actions in profession edition
I've a managed package that includes several flow actions(Invocable methods). In Enterprise edition, they're available in flow builder, however in professional edition they're not.
I have confirmed in ...
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Independent Bulkification vs Batched Processing
I have been acquiring quite a bit of information about how bulkification and batch record processing works in salesforce (bits and pieces - salesforce documentation does not seem exhaustive). While I ...
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