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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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DeferSharingCalc in scratch-org-def not working

I have an issue. I enabled DeferSharingCalc in scratch org def Then I performed: assigned proper PS to the user, and then ran Deploy permission set Assign permission set Push source to scratch org ...
pawelw's user avatar
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0 answers
20 views

If a standard button is overriden with a flow, is it possible to get the record Id

I have a scenario where I am trying to get the recordID from an object when I create a new record. However, my new record is overriden with a custom aura component. The custom aura components calls ...
Chinomso Johnson's user avatar
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0 answers
38 views

Override 'New Account' lookup input field with flow

I have standard object Campaign where I have custom field My_Company__c which is Lookup(Account) data type. When I click on this field and want to create new Account by clicking on 'New Account'. I ...
Mamed's user avatar
  • 128
0 votes
1 answer
40 views

HELP! Attaching a file from an Object to an email action in Flow when using an email template

I have a reminder email flow setup that sends a reminder email to an approver depending on the step it's in. How would I attach a file to an email template via an email that's sent out with an Action ...
Dmitriy Gerchikov's user avatar
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0 answers
19 views

Help selecting fields in flow - Primary Campaign on Opportunity Record

I have been unsuccessful recreating a flow that populates the primary campaign source on the opportunity record before save. I followed step by step instructions however I can not correctly identify ...
Andi's user avatar
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1 answer
57 views

Logic for Flow for Custom Notification

Hi team I want a logic for a flow like When ever Some one downgrades an opportunity stage like from commit to upside or pipeline I need to send a custom notification for the manager. the point where ...
Lavanya Bolla's user avatar
1 vote
0 answers
99 views

Apex Trigger not triggering upon Field Change in Approval Process

I have a flow which calls an approval process on a custom object. The approval process changes a picklist field to either confirmed or not fulfilled based on the response. I have an Apex trigger on ...
Gowtham Sriram's user avatar
0 votes
1 answer
25 views

Can I capture the Flow or workflow process id or name in an email alert?

I use the same email template for more than one alert or process. Is it possible to capture the id or name of the triggering Flow, workflow rule, or process definition in the email message? This would ...
jaw999's user avatar
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-1 votes
1 answer
34 views

Launching Salesforce Flow and Passing Variables from Website Contact Form

I'm currently working on a project and need some guidance. I'm looking into launching a flow on Salesforce and passing variables from a contact form submission on my website. Any suggestions on where ...
John.S's user avatar
  • 3
0 votes
1 answer
865 views

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) ...
M.M.19's user avatar
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1 answer
32 views

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 ...
Jesse Lebhar's user avatar
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54 views

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 ...
Dmitriy Gerchikov's user avatar
1 vote
1 answer
106 views

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 ...
Alex M.'s user avatar
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0 votes
1 answer
162 views

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 ...
Poypoyan's user avatar
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1 answer
389 views

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 ...
Valentine Potapov's user avatar
0 votes
2 answers
92 views

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 ...
Srivani's user avatar
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0 answers
46 views

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 :) )
Mamed Mamedov's user avatar
0 votes
1 answer
238 views

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. ...
Matthew Metros's user avatar
0 votes
1 answer
196 views

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 ...
Sebbie's user avatar
  • 91
1 vote
1 answer
531 views

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 ...
charlottesville's user avatar
1 vote
1 answer
4k views

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 ...
AmanSharma's user avatar
0 votes
0 answers
1k views

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 ...
Sfoulke89's user avatar
0 votes
3 answers
1k views

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?
Sebbie's user avatar
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0 votes
1 answer
96 views

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 ...
Sebbie's user avatar
  • 91
-1 votes
1 answer
113 views

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 ...
Tom Shlomo Tidhar's user avatar
-1 votes
1 answer
1k views

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 ...
Daniel L's user avatar
2 votes
1 answer
142 views

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 ...
Nathan Kidd's user avatar
0 votes
0 answers
54 views

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 ...
Rogelio's user avatar
  • 115
0 votes
1 answer
3k views

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 ...
AwesomeAdmin8's user avatar
0 votes
0 answers
98 views

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). ...
Scott's user avatar
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1 vote
1 answer
415 views

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 ...
andrew's user avatar
  • 149
1 vote
1 answer
968 views

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 ...
Rochelle Currier's user avatar
0 votes
0 answers
555 views

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 ...
Logan Reddy's user avatar
0 votes
0 answers
661 views

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 ...
Hans Rogg-Desormeaux's user avatar
0 votes
0 answers
32 views

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 ...
Hans Rogg-Desormeaux's user avatar
2 votes
1 answer
242 views

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 ...
Karuna Kumar Yatam's user avatar
-1 votes
1 answer
670 views

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 ...
Ankita's user avatar
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0 votes
1 answer
47 views

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 ...
user avatar
0 votes
1 answer
50 views

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 ...
Artur's user avatar
  • 9
0 votes
0 answers
2k views

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 ...
Staci L's user avatar
0 votes
1 answer
2k views

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....
Irene's user avatar
  • 1,839
0 votes
1 answer
354 views

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 ...
user121495's user avatar
1 vote
1 answer
1k views

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, ...
Swisher Sweet's user avatar
0 votes
0 answers
164 views

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 ...
robruf's user avatar
  • 372
0 votes
1 answer
484 views

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 ...
PJ98's user avatar
  • 25
1 vote
0 answers
143 views

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 ...
ArthurF's user avatar
  • 13
0 votes
1 answer
689 views

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 ...
Niteen's user avatar
  • 5
0 votes
1 answer
283 views

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 ...
RKCY's user avatar
  • 323
0 votes
1 answer
47 views

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 ...
BFP2044's user avatar
  • 11
1 vote
2 answers
567 views

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 ...
sauhardnc's user avatar
  • 111

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