Questions tagged [workflow]
Workflow is a way to automate actions within Salesforce. Workflow rules consist of the workflow criteria and immediate or time-dependent actions which can be Tasks, Email Alerts, Field Updates, or Outbound Messages.
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How do I find what is invoking invocable Process Builder?
I am working on an invocable process builder and I need to find where it is being invoked from. However, the org I am working in has hundreds of processes and I don't have the time to search through ...
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Flow - Copying one Field Value to Another Field
I just want to preface this by saying I am new to building out flows, so lots of trial and error, just wanting to guidance and advice!
I am wanting to create a flow that copies a currency(numeric) ...
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I need help building a date timer that relates between objects
This was my guidance for this task:
Problem:
We have Production records and Requirement (RFI) records.
We need to be able to track the 90 Days from an initial RFI Date regardless of the number of RFIs ...
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How can I have the end-user trigger a second approval process within the same Object manually?
I have an interesting question for you guys...
I have two different approval processes associated with one Object and per different field criteria, they trigger accordingly...
I also have two flows ...
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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 ...
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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 ...
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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 ...
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Time-triggered flow is not working like time-triggered workflow in Salesforce
When Loan is in Credit Underwriting Stage for more than 20 days we have to change the stage to Complete and we have created a record-triggered flow and added the scheduled path for changing the stage ...
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Salesforce for Slack App integration with one single user
If there alternative way to everyone in slack to use single salesforce user? I want to trigger salesforce flow from slack only using single user in salesforce?
Open to any crazy idea (except api :) )
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Record Triggered Flow Order of Operations
I have a Salesforce long text area field called "Status Comments" on the case object. When a user saves text into this field, I have two separate record triggered flows that need to process.
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How to filter available contacts in my screen flow?
I need help with my flow, please.
I have a Contract Object, which is linked to a Company Account Object.
A Company Account Object record typically has mutliple Contacts, some of which are tutors.
For ...
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Flow Duplicate Value Error when trying to add a campaign member
I have a flow where I want to add users with a specific profile to new campaigns as campaign members. Users with this profile all have contact records with the same email address as the email on their ...
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In a Decision in a Flow, how can I set a branch for a record that's been created, versus updated?
I haven't been able to find this documented anywhere.
I have a Flow that triggers when an Opportunity is created or updated.
I need a Decision with two branches. If the Opportunity has just been ...
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How to parse JSON stored in Custom Fields in FLOW BUILDER?
In a FLOW (being created using Flow Builder) I need to read a CUSTOM TEXT FIELD that has a JSON stored in it so that I can use the value of one of the JSON fields in a DECISION block in FLOW.
How can ...
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sending bulk emails using sendEmail action in flow
I have been lately exploring on how to send bulk emails from flow. There is documented way to send single email using singleEmail action as described here. I implemented this and new I can ...
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Creating a Flow in Salesforce to Send an Email Alert to the Lead Owner if an MQL is not Touched Within 12 Hours
I am trying to create a flow in Salesforce that sends and email to the "lead owner" but also to individual marketing users if a lead is not followed up on within 12 hours.
I built a flow ...
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How can a flow access an opportunity's product?
I need to access opportunity products through a flow, and I don't know how... I tried point at the product ID, but of course, it doesn't work. Can you help, please?
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Cannot deserialize instance of boolean from VALUE_STRING value f or request may be missing a required field
I'm trying to update a Salesforce object using AWS AppFlow. My current process looks like this
AWS REDSHIFT --> S3 <--AppFlow --> Salesforcce
Redshift query is very basic:
UNLOAD(
'select
...
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How do you write DATE() with a wildcard on year?
In my flow, I need to check whether a record's date month and day match a specific date but not the year.
So, I have a basic decision item that looks like this:
{!Record.StartDate} = DateVariable
I ...
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Creating a automation email in flow
I'm trying to create a way in flow to automate sending the same 5 templates of emails again and again as long as a specific field inside a record is between 50% to 100%.
I want to send it every day ...
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Workflow Rule Migration to Flow: implement "Time Based Actions" together with "Re-evaluate Workflow Rules after Field Change"
I am currently tasked with migrating all of an Org's Workflow Rule (WFR) and Process Builder (PB) logic to Flow.
This was mostly a trivial task, as each WFR entry condition and each "TRUE/FALSE ...
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Help combining "AND" and "OR" into one formula
In Remedyforce (which uses Salesforce) I am trying to create a formula for an email alert to be used when incidents in certain queues are closed. The standard formula for this (without looking at the ...
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Syncing Salesforce data back to Call Tracking Metrics
I'm currently using the salesforce integration in Call Tracking Metrics and triggers to sync up a leads/notes, etc.
But, for various reasons, I need to sync the notes (and possibly a few fields in the ...
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Lead Assignment email alert notification no longer working
Web-to-lead lead assignment notification email alerts have suddenly stopped sending to outlook inbox. I should receive all workflow email alerts as the person cc'd with the lead owner as the main ...
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Time in Case Custom Field Value - conditional on case status
The business has a field that captures an operational process (Investigation, Quote, in build, UAT etc) call this 'Ops Stage' and the core status of a case (in progress, waiting for customer etc).
...
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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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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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474
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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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Bulk trigger new flow on all existing records (5000)
I just created a new flow that would populate a field based on the value in another long text field when a record is created or updated. The flow is fairly heavy, but runs quite well when entering new ...
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Predefine the values in a collection variable
Is there a way to add text values to a collection variable from a predefined list? I have a very long list (>100 items) that I want to loop through item by item but I can't find a way to quickly ...
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Workflow rule creation through managed package
We have workflow rules in our managed package, As salesforce is stopping the support for creation of new workflow rules after Winter ’23 release, Will it still allow the creation of workflow rules ...
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I want to copy field value from Account object to Opportunity object [closed]
Copy from Account object [Field name: "Region") to Opportunity object (Field name "Business Region")
Both "region" field on account and "business region" field ...
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Is there a method for lateral summation (without Apex)?
Our team has created Forecast__c which is a custom object related to the Parent Account of any hierarchy.
Each Parent Account has a Forecast for every month of the account.
So, for example, there is a ...
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Checkbox not setting to true if Case Closed >= 10 Days
I have this workflow rule that checks a 'Reply Received' checkbox to true and i want to adapt the logic to not check if the case is closed for more or equal 10 days.
The logic is like this:
Email ...
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Receiving Error ID in Debug for Flow
I have a record triggered flow on the lead object. The flow is supposed to realize that one step in the process has been completed, updating a field and sending an automated email. User asked if this ...
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Query existing records in flow to determine if duplicate
I've created a flow on an error log record creation (it's a custom object) and since it's a batch job that generates these records, want to send an email alert to the admin to inform them of the error....
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Custom field searchable [closed]
I have a formula field in the account object and I want to make this field searchable. What should I do?
I saw one method where we have to create a workflow rule and a field update for this. Is this ...
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Time-based Workflow Schedule Date keeps getting pushed forward 5 minutes
I created a record triggered after update flow that tests if a field has changed in the entry criteria, allowing me to create an async path:
When a record is updated, the immediate path executes, ...
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Workflow rule only triggering for admins
I have a workflow rule that sends an email notification to the user who gets a lead assigned.
This works just fine when is a System Administrator to assign the lead to someone; when this is done from ...
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Workflow migration to flows
I have tried migration of workflows and I have used the feature multiple currencies and even then migration to flows is possible.
Attaching the worflow rule and workflow action.
So my question is I ...
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No edit permission on Case created by Workflow when viewed from a Trigger
The issue: before-insert trigger on Task queries 'UserRecordAccess' and finds that current user doesn't have edit permission to the Case that has just been created by Workflow (Case is assigned to ...
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time depended workflow is made inactive, is that it will still send the email
I have implemented the time depended workflow to send email after 10 days. Now 4 days are left to trigger the work flow to send the mail. But new i dont have a need to send the email hence i have ...
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How to recreate "Update Case fields based on email message 'sent' or 'received' status" in Flow?
We have a working workflow rule that we need to move to or recreate using Flow solution. The result of the workflow is that when a customer responds to our support emails (email replies from customers)...
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Convert workflow rules with Evaluation criteria to Apex code
I have criteria in the workflow which need to convert to apex code. Here is the WF rule and criteria to convert.
Rule Criteria: Opportunity: Status EQUALS Service
Evaluation Criteria: Evaluate the ...
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Workflow rule to update contact field. Syntax error missing ")" [closed]
I have a custom object with a picklist field. When the picklist is selected I want a field on the contact object to be filled with the selected value. I am trying to create the formula for the rule ...
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Prepopulating company name in Lead object
I want to prepopulate the Company field in the Lead object.
The idea here is that I don't want a Company Name in my Leads ie the Account object is not necessary for me.
Now, as you know the company ...
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Salesforce Flow Limitations - Loop vs Batch Records
I have recently been digging into salesforce flows. I created quite a large flow (basically a series of subflows). It all worked as expected, and was based on when one of my objects was created or ...
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Can I prevent access to workflow rules in Production?
I am working on restricting System Admins from being able to use workflow rules in Production. I need to provide access to Customize App profile because it has other necessary permissions, but I don'...
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Evalution criteria in record-triggered flows vs apex trigger
Due to some performance issues, I plan to migrate the Record-Triggered flows to the Apex trigger code.
I wrote all the criteria logic and updated the records in the Before Insert and BeforeUpdate ...
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Any way to find the deleted workflow rules?
I was helping my company to mass update CASE records in one of our sandboxes. In order to expedite the process, I deactived all its workflow rules (object Case) before the update. After the update is ...
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