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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Pass variables from Flow to LC
Hello everybody I am working on a flow that contains a screen Aura component. From the flow I want to pass two variables one from a recordId and other that has a text field value from a record.
In my ...
user120821
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CANNOT_REPARENT_RECORD: Before you can make this contact private, you must remove its relationships to other accounts
I'm receiving the following error when trying to update an existing Contact's AccountId to null
This has been working fine in the past but now it gives me the following error:
CANNOT_REPARENT_RECORD: ...
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241
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Scheduled path not running for some records
I've got a pretty simple flow running on the contract object. There's two different scheduled paths set to run 180 days and 30 days before the End Date given on the contract record. The only start ...
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Flow Screen Input Lookup Component - Unexpected Error when retrieving "Case" layout information
I have a lookup component that is apart of a screen flow that allows users to search for existing account records. All users have access to read and edit access to this field via permission sets and ...
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Email to Case Outbound Email not triggering the EmailMessage object flow that should update a date and time field
I trying to send an outbound email for the case ( email to the case ) under feed and when it is sent, the Email Message object flow should trigger and update the date Last_Outbound_Communication field....
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Get Parameter ID from the Community URL after redirect
I have a screen flow that displays the accounts that a user is associated with. There are hyperlinks to display the name and when clicked opens a new browser with https://my_custom_url/pocdiy2/s/...
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Cannot see the new "Create HTTP Callout (Beta)" button in Flow Builder
I was reading around blogs and Linkedin and people where posting this new feature available in the Flow Builder so I've decided to give it a try but unfortunatly I cannot find the button anywhere.
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Flow Templates and Managed Package Dependency
If I mark a flow in a managed package as a template, when that flow gets copied and saved as a new flow, will it loose all dependency/relationship to the managed package.
For example, I have a Closed ...
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Einstein Bot creates 20 cases instead of 1
I've created an Einstein Bot following this cookbook:
https://developer.salesforce.com/docs/atlas.en-us.bot_cookbook.meta/bot_cookbook/bot_cookbook_knowledge_flow.htm
and it is mostly working. It ...
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Flow record type by default
Does anyone know which record type the flow is using by default when it creates the record?(without defining it) I cannot find any documentation about it.
Many thanks in advance!
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Flow running as Guest User for logged-in user
I have an Experience Cloud site that has several screen flows embedded in it. I'm getting flow errors for multiple flows that say the running user is the site's guest user. There is no way for guest ...
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Why am I getting this LWC error - Cannot read properties of undefined (reading 'setProperty')
I'm building a Flow Screen Component, however the error "Cannot read properties of undefined (reading 'setProperty')" is being displayed below the component when I debug my flow.
Here's my ...
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Compile all Flows?
Is there a simple mechanism to "compile all Flows" (e.g. in the way there is for Apex classes and triggers)?
If not, what's the next fastest way to verify that dependencies aren't broken ...
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Need to populate text values from related object to parent object text field
The requirement was whenever a product is added to an opportunity the product's product family text values need to be populated in the opportunity object itself in a custom text field named ...
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733
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When to Run the Flow for Updated Records
I am creating a record trigger flow on update of a object. I am getting two option for 'When to Run the Flow for Updated Records'
Every time a record is updated and meets the condition requirements
...
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How to set the statusCode and message of a rest api call from an autolaunched flow?
I have an autolaunched flow that I'm invoking with a rest api call. Here's the sample code that shows how I call my flow from an express.js server.
var _request = {
url: '/services/data/v54.0/...
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Distance Formula not working while comparing 2 variables on Flow
I have created a button on the Accounts page which launches a Screen flow to potentially show nearby accounts to the one the user is currently viewing. Below is the screen flow:
I am having a problem ...
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How can I make sure EmailMessage records are saved even if a flow fails?
I have a record-triggered flow that triggers for incoming EmailMessages. It updates fields on the parent Case and tags the owner in a chatter post. (User story: Client replies to an email on a closed ...
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Is it possible to add a fault path to the last element of a flow?
I'm adding fault paths into my flows, and whenever I try to add one to the last element of a flow (ie, "Update Status to Reopened" below), it always disappears as soon as I save it and ...
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47
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Protecting Flows from being copied (Managed Package)
Managed Packages say they provide IP/Code Protection for Flows but to what extent? If I deploy a flow into a customer environment, can they not just go in there, copy the flows they want and then ...
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Error when trying to save a Flow | Something went wrong: Hmm, that didn't work. Please try again
When trying to save a new version of a Flow, or even as a New Flow I get the following attached error. Have you seen this before? How is it solved?
I didnt received a notification email with more info,...
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Trouble accessing related records to Chat Transcript in Omni Flow
I am unable to access the related records of a Chat Transcript within my Omni Flow. My Flow successfully routes cases with Skills defined by Pre-Chat Form data. The problem I'm having is that I'm ...
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Help with basic Apex
Hello trying to branch out of my basic Admin duties to learn a bit more on Apex. I am looking to create an Invocable Apex class that updates a User based on a list of Users being passed to it from a ...
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Email alert through flow for particular profile users
Hi all I have a flow and if a particular checkbox is checked I have set an email alert to fire.
Now I have to restrict the email to be sent to a particular profile's users. I have created an apex ...
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The footer of the screen flow has spaces around window
Why The footer of the screen flow has spaces around window?
the screen flow runs from the button and does not wrapped to any lightning component
when I investigated it through Dev tool, I noticed ...
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102
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Getting the error "Invalid constructor name: myFlow.start" when calling the flow interview start() method
I'm trying to invoke an autolaunched flow from an apex class like below,
@RestResource(urlMapping='/apex/contact_us')
global class ContactUsAPI {
Map<String, Object> request = (Map<String,...
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Permission issues with apex classes
We have few apex classes which has @InvocableMethod and are used inside screen flows on production. These apex classes is not given access in profile/permission set. We have custom profile 'Platform ...
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50
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PriceBookEntry.Name Equal to Text variable
I'm trying to look for price book entries whose name equals a string obtained from a checkbox selection.
If I use a string literal in the value field of the comparison (i.e., actually write the text), ...
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Salesforce Flow - Is it possible to update a dynamic field?
I currently have a Record-Triggered Flow on Lead object which is not really complex, but with a lot of possible issue, and I'm pretty sure it can be improved.
This Flow is basically updating some &...
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105
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Can I use jsforce to launch/invoke a lightning flow
I have an auto launch flow that I'd like to act as an API endpoint. The flow receives a few variables and creates tasks and cases.
I've used jsforce to call an apex rest API like it's explained here.
...
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Moving from a Process Builder to Flow, can't get similar logic to work in the Flow (trying to trigger on prior owner / owner change)
We have an old Process Builder that is triggered when a Case is Saved, Created or Edited, and we are recreating that as a Flow.
The Process Builder still runs without errors.
In one of the nodes of ...
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Flow Copying Values To different fields
I have the following challenge where I am wondering what the best practice would be:
We have one field calls Status__c on the Contact object. It has the following values inside:
Fieldname Status__c
...
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349
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Salesforce Scheduled flow bulkification best practice/ clarity
I have a question about bulkifying scheduled flows. When you create one you have two options. Use a get element to grab the records you want or set an object & conditions. I've found the ...
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salesforce flow: condition for new record, in after-save
in this tutorial https://youtu.be/_qLfDe4IGSg?t=3593, by the 00:59:53 time, he says:
The best way to know if a record is new, is with a filter like "createdDate isChanged == true"
Some ...
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Record triggering Flow using old value when filtering a get record
I have a flow that is set to run after the record is saved to the database.
The field that triggers the start of the flow is a change on the 'Billing State'.
I want to get an element using the new ...
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Associating a flow to a managed package (hypothetical)
As a Salesforce partner, I have two ways in which I can deliver solutions to my client.
Via a Managed Package from the AppExchange
Metadata via the API from a Connected App
In this scenario, the ...
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797
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Validation Rule Conflicting with Flow
I am having trouble with a new Validation rule because it is conflicting with Flow. I am getting this error:
Error Occurred: The flow tried to update these records: 0064V00001LmbdtQAB. This error ...
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101
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Error : remove these Aura components or replace them with Lightning web components: forceContent:fileUpload
I am getting the below error when I try to use the File upload component in flow and place it on the community site. It is working fine when I run this in salesforce org but getting errors in a ...
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496
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Lightning Datatable CellAttributes Dynamic Styling is not applied on change of Data Rows
We have created an LWC which uses the LWC Component 'Lightning Datatable' component to display a table with dynamic columns & rows. We would like to apply dynamic styling of the rows based on its ...
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Automation regarding Flow Tests
Flow tests are not enforced and neither is coverage. As functionality across the org is migrated to flows, what is the best way to build automation around Flow tests.
How do we ensure quality across ...
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Condition visibility on Salesforce flow screen field based on user belonging to a particular public group
I am creating a screen flow and want to set Condition visibility a picklist field based on the user belonging to a particular public group but I can't see option for group.
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Disappearing Opportunity Products
We have an issue that opportunity products are deleted by some kind of process / apex whatever.
What would be the best way to debug this?
We tried delta checking with the backup system tried to log ...
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Using flow, can you update a record when you know the field name from a custom setting?
For context: Our organisation often needs to send digital forms out to many of our customers. For their convenience we try to prefill as much information as possible. To ensure that no one can hack ...
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Flow: On Lead Conversion, Create Opp and add Product
Once a lead is converted to a contact, I would like an opportunity to automatically be created. I would like the same product to be added to that opportunity every time, with the option to add or ...
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What are the best way to automatize the creation of related records when the information is coming from Callouts?
I want to know if there is a way to relate records when the information is coming from Schedulable callouts, I created other classes to create the first and the second list of records but now I need ...
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duplicate creation on same unit shouldn't be allowed using flow
If contract is in Approved status, then New Contract creation on the same unit is not
allowed.
contract is lookup field for unit object.
how can I achieve that using flow can any one give me basic ...
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Issue in flow builder
I am working on a requirement where a particular account should have only four contacts if more than four contacts then a validation error should pop up.
Since a roll-up summary is impossible as there ...
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List View button flow Redirect Url
I have a need to give the ability to the users to create specific type of opportunity from the opportunity related list on the Account.
For that I created a list view button of type url with the url ...
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After Insert Collection, do an update to a different collection with inserted collection ids in Flow
I'm looping through a collection of orderline. While in the loop I'm creating a case for each orderline and adding the case to a collection of cases to do an insert on case collection after the loop ...
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How to write a SFDC formula to find if a date is within a date range
I need to have a boolean formula to see if TODAY() is between two other date fields.
e.g. datefield_1__c <= TODAY() >= datefield_2__c
I've tried writing this a number of ways and cannot get SFDC ...
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