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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73 views

Migration Flow Too Many SOQL Queries

I created a one-time use flow for migration purposes. It looks up all the records to update, and calls a subflow to update each one. The subflow runs 8 or 10 queries and then updates one record. ...
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1answer
25 views

Typeahead google api on flows

I currently have a custom page that accepts addresses as user input. This addresses use Google API in the back-end and gives user suggestions as they type. Due to some changes in the process, we ...
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1answer
35 views

Lightning Component in Flow Screen using IE11

I'm using a lightning component in a screen flow, in chrome it works, but not in IE11. Anyone has any Idea?
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2answers
176 views

FlowDefinition isn’t supported

I have an up to date SFDX and plugins. I continue to get the flow definition error when pushing with Illuminated Cloud to my scratch org. I am not sure what the next steps should be as I have followed ...
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24 views

Using a VisualForce page for both chat and flow

I am trying to display both chat and flow in VF page For the chat - I insert the embedded snap in and it works. For the flow - I want it to look in the lightning UI, so I am opening it from lighting:...
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164 views

Login flow not working in Lightning runtime in Mobile app

I have a simple login flow to show a message before users enter, with a checkbox to "not show this message again" which updates a User field so next login the flow doesn't run past this decision. ...
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1answer
89 views

Flow Dependent Picklist Values

I'm sure this is a simple fix, but I cannot figure out how to store the selection from a Dependent Picklist component. I am using just a basic Opportunity with the StageName and a child picklist, ...
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23 views

Pass URL params into a flow that is inside a community

I am trying to populate a flow so it can be publicly available to all users - without a login. I am doing that from a community - making this a public community as explained here: https://help....
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11 views

Create a view of pending Tasks that will be created by a Flow?

Is it possible to create a view of Pending Tasks which will be created by a Flow? I've got a Flow that will send out emails and create tasks (I cannot use a Process Builder or Workflow Rule because I ...
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1answer
203 views

Roll-up summary field using PB + Flow

We have 2 objects - ObjectA and ObjectB. Object B has a lookup to ObjectA (so ObjectA is parent and ObjectB is child). We need to calculate no. of Active ObjectB records and show it in ObjectA record ...
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1answer
37 views

How to invoke Lightning Controller method when Flow Next/Finish button is pressed

I have a Flow with a custom Lightning component which implements lightning:availableForFlowScreens. I want the Flow to invoke a client-side javascript controller method when the user uses the Finish ...
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1answer
78 views

Change last modified date in a Flow

I have a Flow run once by system administrator to update a custom field in all existing records. But I do not want to update the Last Modified By or Last Modified Date fields. How can I do this? I ...
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1answer
41 views

Unit Test - Flow Variable to Apex Class to HttpRequest

For context, I am usually just a declarative Admin and can usually achieve whatever I need to on the platform using Flow, PB, or simple WFR. Very seldom do I have to 'resort' to Apex. I have a Flow ...
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1answer
73 views

Only 1000 Paused and Waiting Interviews?

I'm trying to trigger about 6000 processes from Process Builder (scheduled action) depending on whether it's x many days from a due date. After triggering the 6000 through the API, I noticed I can ...
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17 views

Scheduling Einstein to pull a report from a Dashboard and Email it out

Title says it all, I want to schedule a report to pulled from a dashboard and then be emailed to a specific person. Does anyone know a way of doing this? Possibly through flow builder?
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1answer
24 views

Double Validation (Re-typing) in Visual Flow

I have been asked to create a validation rule in a visual flow that requires a user to type a value twice. Then the validation rule will compare the two values typed (ignoring case) then if they are ...
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1answer
52 views

Flow: Collection variable - unable to assign field

I'm missing something with the Flow I'm building...but I'm fairly sure I'm close. Would appreciate any input please. I have a loop running to pull in my related records [working fine] I am storing ...
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29 views

Salesforce Flow Dependent Picklist Object API Name

I have a dependent picklist on the Asset object and want to use it in a Flow. Which value I have to set in the field "Object API Name"? Is the value for this field then not Asset and how should I ...
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17 views

Custom picklist

We need a custom picklist for a Flow. The OOTB isnt great and has limitations regarding its "Required" behaviour. Appears to be widely cited so will not repeat those details. Anyway... We've built ...
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39 views

Flow screen component “Phone” field can not be assign to invocable variable

I have created flow and in this flow screen I have phone field. however, I cannot assign the value from this field to invocable variable. I do not see "Phone" in the dropdown list in invoacble ...
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1answer
285 views

How do I retrieve a flow and associated metadata from an org?

I usually use SFDX to retrieve all of the metadata from my sandbox. I usually work on this in VSCode. Right now I'm trying to use SFDX in VSCode to retrieve a flow so I can test that flow in another ...
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1answer
35 views

Do Apex tests (have to) run as part of the deployment when we deploy Processes and autolaunched Flows?

When you have enabled the setting 'deploy processes and flows as active' you need 75% of Processes and Autolaunched flows to have at least some Apex code coverage. The documentation on Running Apex ...
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22 views

Flow - Create unique set of records

Scenario: Asset is related to Account (Each Asset has an Account) Log is related to Account (Each Log has a Account) When an Account is updated(a certain field), I want to create a Log record. If ...
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1answer
37 views

Flow and capturing Display Text on screen

I am attempting to build a guided actions list using flow on the leads object. What I've completed so far is: Assigning RecordID Getting Lead fields Screen that displays 3 questions (Display Text) &...
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Send emails to latest record and not interrupting an email journey

I've been stuck on a solution for this for a while now so I figured I'd ask. We have the static Account record of ‘Apprentices’ who have ‘Placements’ related to them. Each time the ‘Apprentice’ (...
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1answer
100 views

Use Zipped Static Resource for “Display Image” component in Lightning Flow?

In Lightning Flow, can I use Zipped Static Resource for "Display Image" component? I'm building a Flow in the Lightning Flow Builder and I want to add images to the Flow. I already have a zipped ...
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37 views

Flow : redirect to record page when finished

Situation : I have a screen flow that duplicate the record. What I need is to redirect it to the newly created record(duplicate) when the flow is finished. Attempted workaround : 1 . Created a ...
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37 views

Dynamically populate (Multi) Picklist in Flow

We're creating a Lightning Flow (Using the Lightning Flow Builder) to help users create Knowledge Articles. Part of that flow is to allow the users to choose a Data Category. So we made an @...
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1answer
51 views

Not able to update UserLogin object to lock user's password from flow

I am using update record component to update the IsPassword field on the UserLogin object. For that I am adding a condition to update the take the records based on Logged in user Id. i.e. UserId=...
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2answers
60 views

Flow loop with formula returning null value

I have a Flow which loops through a collection of custom Objects. In each iteration it gets an exchange rate from custom metadata. I then need to multiply a number in each custom object with the ...
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19 views

Need to remove username from Flow Screen invoked via LoginFlow

I have a requirement which asks for verification code sent on email. So to enter the code, I have created a custom screen in the flow. This flow is invoked Everything works fine. However, I can ...
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1answer
30 views

Copying Primary Contact to New Opportunity with Flow/PB

I've been able to find a good amount of resources for copying contact roles to opportunities. This one and this one seem to be favorites, and while informative, aren't really registering with what I'm ...
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0answers
34 views

Can't push VisualForce page calling flow

I have a visual force page that calls a flow and passes a quote Id as a parameter. When I run source:push to deploy the VFP and the Flow to a scratch org I get the following error: force-app\main\...
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1answer
57 views

Create Knowledge Article in Flow

We're creating a Flow to allow certain users to create a Knowledge Article, based on the current record and a bunch of other related records. I can collect all the data I need to create the Knowledge ...
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1answer
22 views

How to restrict record creation, updation and deletion without trigger.? [closed]

I have a flow which creates order and order line items from quote and quote line items if approved by manager. Once order and order line items are created i want to avoid creation, update and delete ...
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1answer
164 views

Saving a record in a Lightning Component and wait for flows/processes/triggers to be executed before reload page

I'm using a Lightning Component to upadte a SObjectType = Task record. I'm using this one in particular: component.find("editModal").get("e.recordSave").fire(); It works fine and the record is ...
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2answers
44 views

Race condition with mail merge flow

How can I synchronize a flow that updates a record with the email panel? Or make the flow run synchronously so that the user waits for it to finish? I have a meeting note object with 3 junctions ...
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1answer
110 views

Visual Flow: Selecting a Record in a Flow Screen

It's been a while since I have dived into Salesforce's Flow product and before the Flow Lightning UI refresh rolled out. I have done this in the Flash based UI so I am puzzled but what I am doing ...
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0answers
31 views

Flow query isn't getting a record that a SOQL query has no problem getting

I have multiple queries in the flow that are set up the exact same. Im not getting an error, the flow runs through fine and does what it's supposed to. It's just not getting the records needed, and ...
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0answers
27 views

Need to bypass Login Flow for while clicking the link in Forgot Password

I have created a flow which asks for Verification Code, which runs properly. However, when user goes to forgot password and enteres his email, he gets a link in email, after clicking on which he gets ...
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1answer
16 views

Using a Flow Inside A Process Builder Process to Prevent Dupes

I recently created a Process Builder process that identifies records coming in from one of our FormAssembly forms and steers them to the correct campaign to which they should be added. But, I am faced ...
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32 views

Process flows not showing up in environment

I'm trying to push process flows that I created in my dev env and am trying to push it onto my test environment. I updated my package.xml file to retrieve flow metadata and then uploaded it to ...
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1answer
65 views

Concatenate related contact names in a flow

I have a junction called MeetingContactRelation to link attendees to a meeting: Meeting - MeetingContactRelation - Contact I have a hidden rich text field on Meeting and want to store the ...
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1answer
66 views

Flow screen component - Input number field as zipcode to limit 5 number max

Hello I'm trying to add Number type input field in flow screen component as Zipcode. I would like to set it to max 5 number long. I have added input validation formula to Len(Zip)<6 but when i ...
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0answers
38 views

FSL mobile app screen elements visibility based on a criteria

We are implementing Field service Lightning. We have a requirement in our FSL mobile flow that on screen elements (text variables) should only be displayed if certain fields are checked which is ...
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1answer
118 views

Add screen flow action in Einstein bot

I have been trying to add Screen flow action in Einstein bot but unable to add it because it showing 'No Invocable action found'. I have gone through to this below link in which autolaunched flow ...
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0answers
205 views

Flow - Not able to Navigate to next screen from lightning component

I have a custom lightning component which accepts user input and then makes a decision based on that. However, I am not able to move forward to the next step after that. Can anyone help. This is ...
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0answers
6 views

Flow not able to view screen

I have a custom lightning component embeded in a flow, however I am not able to view the screen. The flow goes infinite spinner. On the flow builder I am getting warning that this flow needs ...
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1answer
24 views

Flow Builder won't save Platform Event

New issue -- don't know if this is Summer '19 or the New Flow Builder (I suspect Flow Builder). I have an autolaunched flow that starts by waiting for a Platform event called NewSms__e. Flow builder ...
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1answer
30 views

Not able to login to salesforce with deactivated login flow

I deactivated a login flow in Developer edition and now when I log in to salesforce I get the below error and it is not letting me sign in. please confirm if is there any solution to this problem. Is ...