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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Unable to automate action plans using Salesforce flow

I am trying to automate action plans when an opportunity is created or updated with a specific stage value. The record types are defined, action plan templates are created and published, on debugging ...
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472 views

How to create LWC for Account and Contact creation in Flow?

I want to create 1 lwc for account record creation and 2nd lwc for contact record creation, in screen flow. (Contact should inherit account Id from previous screen). I'll attach what I have made so ...
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How can we schedule a field update for every 6 months? [closed]

I have a formula field Score__c and I have a text field ScoreFrom6MonthsAgo__c. How could I update a field ScoreFrom6MonthsAgo__c every 6 months with a value from Score__c? Should I use Schedulable ...
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How to test asynchronous flow? [duplicate]

I have an asynchronous flow that updates a parent record when a child is created. It's async because I reference a roll up sum field on the parent in the flow. This works fine. I'm writing an apex ...
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Could we schedule a flow for every 6 months?

Can I schedule a flow for any other frequency than daily / weekly? How could I schedule a flow for every 6 months?
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Can I change the interval at which formula is recalculated for longer? (like for every 6 months)

I want to change a recalculation period of formula to 6 months. How could I do this? Can I do this at all? Could we schedule it somehow? With the use of flow/ code?
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2 votes
1 answer
477 views

Check if the record is created in flow entry condition

In record-triggered flows that run when a record is created or updated, if I try adding entry conditions based on a field change, then the flow no longer works on record creation. How can I set the ...
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2 answers
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Get localized string / translation of an object record type name / description in a flow screen

I want to show the translations / localized strings of an object record type in a radio button element in a flow, however configured translation is not shown. Any idea on how to get RecordType ...
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Flow running as System gives Insufficient Privileges

My flow is set to run as System Context - without sharing. I am running it in debug mode, setting the running user as say user A. Through the flow, an Opportunity belonging to user B will be updated. ...
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Count the number of records in a related list using flow

I have two objects Grant contract Modification and Grant contract.Here from Grant Contract Modification I have given a master detail to grant contract and each modifications created is available in ...
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Is it possible to query the setup tables (Profile/PermssionSet) from SF flow while running the flow as a non admin user?

Is it possible to query the setup tables (Profile/PermssionSet) from SF flow while running the flow as a non admin user? If not, what is the workaround? I need the Id of some profiles/perm set from ...
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1 answer
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Formula to strip images from Chatter Posts [closed]

I am building email notifications from Chatter Posts. When the Post is created my notification Flow is writing the Feed Item Body to a Rich Text field on my Case which is included in my email. If ...
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Flow builder - Pass multiple key-values

i would like to implement a flow that takes in input multiple product_ids-quantities. I can create variable of type text but i can't see how to pass an array key-value pairs. Is it possible only using ...
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Prevent bulk flow execution from creating duplicates

I have an Article__c custom object. That article can appear on several Publication__c objects, Publications having a Language__c field. When the Publication__c record is set active, I need to create ...
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3 votes
1 answer
170 views

Obtaining Prior Record Values Using Asynchronous Flows

I created a flow that launched asynchronously and leverage the prior record values. {!$Record__Prior} The flow was unable to launch because I was referencing the prior record. So what I did was remove ...
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Break long text area text into new line for each comma in flow

Really need help in getting this over the line. I have a long text area like this: Policy Type: Accidental Damage (SCTP), Policy Start Date: 27/03/2022, Acceptance Criteria: All default to No, ...
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Subflow is not showing the header and footer

My flow has screen interactions sourcing from custom lightning components. i.e. header.cmp, content.cmp and footer.cmp. which works as expected. But another team invoking my flow as a Subflow then the ...
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-1 votes
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How do I remove the last instance of a character combination using formulas?

I am currently creating a flow where a text collection is combined into a single text variable using a loop. After each item of the collection is added to the text variable I add a divider such as , ...
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Close a case X days from its opening - Salesforce

What I am trying to do is that when a new case is created, if it does not advance from the new status, it will be closed in 14 days from the date of creation. [ [ [ [ I have this trigger-flow but it ...
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Flow using @InvocableMethod fails when inserting multiple records

I have an Apex class that matches Lead records to existing Contact records based on a phone number input. I'm using @InvocableMethod to include it in a Flow. The Flow works as designed when I insert a ...
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Apex Defined Data Type for RESTful Response

I currently have a Flow that manages the logic of my simple GET API request Endpoint ...services/apexrest/{{version}}/CustomerOrders/{{OrderNumber}} The RestResource manages the routing to call my &...
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Flow To Update Account Owner from Closed Won Opportunity Owner

I am trying to build a Flow to automatically update the Account Owner to be the same as the Opportunity Owner when an Opportunity of a certain Record Type "Paywall Assist" is Closed Won. ...
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VF email template not showing some case field values when firing through flow

I have a recordtriggered flow on EmailMessage which fires on incoming emails. Whenever the email message is inserted the recordtriggered flow sends an email alert which is using vf template. When I ...
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3 answers
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Get Records Flow Element Too many query rows: 50001

In a flow I have a Get element that returns more than 50 000 records, which triggers the error "Element Too many query rows: 50001". I read all the solutions I could find, but can someone ...
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1 vote
3 answers
292 views

Can we get name of quick action which invoked flow?

I have one generic flow. Multiple quick actions can invoke it. So inside flow, Can we get which quick action has invoked this flow? or Can we pass any values from quick action to flow ? NOTE : There ...
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6 votes
1 answer
104 views

Performing DML on empty list in a flow consumes governor limits but doing same in apex does not?

I tried to make a dml call on an empty list in an autolaunched flow and after looking into the debugs, I got to know that governor limits are getting consumed. But the same is not true when we perform ...
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Launch a screen flow using a modal window using LWC only?

Newbie here! I've created an admin tools menu, and I've already created the flows required for each tool. Now that I have the menu I was able to launch said flows in a separate window, but I can not ...
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Callout using External Services: Error 401: Unauthorized

The scenario is that want to send a simple JSON-message to a URI without any authentication. I want to achieve this without using code, so I am trying to use a combination of named credentials, ...
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Where can I find the origin of this error?

Trying to create a ServiceResource assigned to a ServiceAppointment in Flow createRecords element, I get this error: FLOW_ELEMENT_ERROR This error occurred when the flow tried to create records: ...
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Flow executes only the first apex method

My flow which runs the apex code below just execute the first method. Is something missing to execute also the second method? public without sharing class MonthlyReport4FDB{ @InvocableMethod(...
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1 vote
1 answer
349 views

Get Current logged In User Id in Lightning Flow

I referred this to get logged in user Id in the flow but it doesn't seem to be working for me - https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000A86vHSAR I have the below flow ...
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Roll-up Summary of Multi-Currency field not accurate

We have a Roll-Up Summary Field on Opportunity called "Net Deposits" that sums up the Sales Price of the Opportunity Products. We have enabled Multi-Currency for our org (Corporate Currency ...
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1 answer
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Do you need to include update records in before flows?

I am working on updating a bunch of workflows to flows. With the new migrate to flow tool it's putting in an update record element even if it's a before action. In other flows I've done I neglected ...
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2 votes
1 answer
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Time-to-Text conversion in Flows

I use the "Get Records" element to retrieve an object and select "Choose fields and let Salesforce do the rest" to save a field of type Time on this record. (I've tried "...
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2 votes
1 answer
184 views

Creating a chatter post with inline images from Flow

I was trying to make a Chatter Post from a Flow. I have a ScreenFlow in order to get the richtext from the user, I save it in a variable and try to convert it in a Chatter Post via ConnectApiHelper. ...
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How to redirect a user after an auto launched flow to a specific URL

I would like your advice on the best way to achieve the required behavior Our process is the following. We get a new lead from one of the communication channels Our user communicates with the lead ...
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1 vote
1 answer
260 views

Remove HTML markup when Posting to Chatter from flow

When posting text from my flow to chatter it's putting the html in the chatter post. How do I prevent that from happening sample of what it's posting from a display text field or if put in a variable ...
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How pressing button check the field and unchecked related parent with flow?

Pressing "Active" button occurs the "Active" field checked, other "Active" fields related to parent have to be uncheck. Amount field of this object has to transfer to the ...
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-2 votes
1 answer
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Make record triggered flow run after the record is updated or created

please tell me how to create record triggered flow that runs after the record is saved not before? When I create a new flow I dont have this option. So from where can I configure this?
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Marketing cloud journey entry criteria not working

I'm using an "Action and Related Records" record-trigger flow (create) to update "MC_User_Journey" field. Based on that value I have created Entry criteria in the journey in my ...
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2 answers
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QueryException when using Invocable Method and SOQL

We have a flow that presents a multi-picklist on a screen that presents related Accounts. We then want to create a related object on each of those selected Accounts. To allow for modularity, we want ...
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1 answer
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How to check if a flow running user is a Partner?

I am trying to check in a flow if the running user is a Partner Community member. I am using this: But even when using a partner user in the 'Debug Runas', I get wrong data: I tried to use the 'User'...
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LWC: Call Apex Method to Launch Flows which update records [duplicate]

I am looking to run an Autolauched Flow by simply clicking a Button on my Case Detail page. The flow in questions performs a series of actions (updates and deletes) based on the Case Id and running ...
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-1 votes
1 answer
177 views

Scheduled Triggered Flow

So I am currently creating a scheduled triggered flow. Every time I debug it, when I checked the logs, the interview started by a different user instead of my profile which is a Sys Ad profile. Any ...
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Flow error "getToken (Action) - We can't find an action with the name and action type that you specified."

I installed this package in a sandbox and it works great. I have a flow call an action which this package created to do call out to an api. I created a changeset to copy the flow to another sandbox. I ...
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RestResource to convert Apex-Defined Data Type for Flow Interview

I am attempting to use Flow as a low-code API development platform. The plan is to expose an endpoint with a RestResource, convert the request to an Apex-Defined variable, pass to a Flow and let the ...
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1 vote
1 answer
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Even with "System Context Without Sharing" subflow, getting INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY

Bottom line up front: If the running user is internal, we have no issues. If the running user is a Customer user, we get the INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY, despite calling a sub-flow ...
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57 views

Time Limit Error on After Save Flow that sends out emails

I need to create a flow that sends out a specific email alert when the Email_to_Send field changes. Email_to_Send is a picklist that has 10 different values. Each value has an email alert associated ...
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1 answer
45 views

How can I use an Apex Trigger to start an Autolaunched Flow and pass in a collection of new records?

I have an object that receives frequent imports. We tried a record-triggered flow to handle after-save processing of related records, but we're hitting limits with import files >100 records. Record-...
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0 votes
1 answer
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Can't Access 2nd Level in 'InvocableVariable' Object

I've got at flow that makes a callout and returns (to the flow) an object defined in apex (@InvocableVariable): public class MostOuter { @InvocableVariable public Inner1 var1; @InvocableVariable ...
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