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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Flow embedded on Public Page in Experience Cloud Site - Guest User cannot see certain fields
4 fields - First name, Last name, Phone and Email - are missing on my public page (the flow is embedded on the Home page of my experience cloud site, and the Home page is public (no login required))
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Flow question! Interesting Use Case
I've built a reminder email flow that basically sees every step that an Approval Process takes and send a reminder email accordingly...The two issues I'm having are;
When a step is "Unanimous ...
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mdapi retrieve doesn't return all FieldUpdate workflow metadata
I need to get metadata files from manually created Workflow Field Update actions.
I created package.xml with following content:
<?xml version="1.0" encoding="UTF-8"?>
<...
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HELP! I thought this was an easy request but nothing is easy with Salesforce!
I swear every time I get a request from a user that seems simple, it NEVER is! haha
I have a use case of when a record is created or updated, I need the flow to check if 8 fields have been updated and ...
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Auto-Number Using a specific format and using an already existing field as the base (workflow loop?)
I have an opportunity field called Order # that the user enters it in this format 24-022. I'd like to use this Order # and add a -1, -2, -3 etc. to the end (example 24-022-1) and this field will be ...
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How do I check a related object record within a Flow?
I have a use case within a record triggered flow where I need to check if an Opportunity that triggered the flow has a record created within a related (master-detail relationship) Object before ...
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Looking for WFM advice for Salesforce Voice Cloud
Apologies if this has been asked before, but I'm struggling to find what I'm looking for. My company is looking to move away from Five9 on Salesforce and we're thinking of using Salesforce Voice Cloud ...
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Can a component be created that allows the specific flow name that a subflow runs to be taken from a flow variable?
When you add the standard Subflow component to a flow in the Flow Builder, the flow it will run has to be chosen immediately. I have a case where multiple subflows (that work in the same context) and ...
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Struggling with flow error
I'm working on a flow for an email alert for work. I'm attempting to have the alert send an email to account managers when a bill is 31 days past due (we keep it in the billed status for reference ...
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Flow Reminder Emails 30 days away, 15 days away...?
I have a use case where a director is requesting reminder emails to be sent per the following criteria within an Opportunity;
When a Proposal Due Date (custom date field) is 30 days away and there is ...
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update field workflow salesforce
I have an XX field in the account object that checks the number of opportunities related to that account. I created an XY field in the text rich case object.
Finally, I created a workflow rules and a ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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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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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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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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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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 ...
user123801
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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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