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Results tagged with visual-workflow
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user 260
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.
1
vote
1
answer
543
views
How to create a visual flow with auto close?
I need to create a simple Visual Flow process that updates a check box on the record.
It's displayed on the Lightning page if the CB is unchecked.
Once I run the flow, the CB is checked, but than I wa …
- 5,670
0
votes
1
answer
681
views
How can I know which Email Alert is sent in a visual flow action?
So I have a visual flow that sends an email alert.
Is there a way, after I wrote the flow, to know which email alert is sent?
If I only click on the 'Action' item, it doesn't give me this information: …
- 5,670
4
votes
2
answers
1k
views
How to update multiple records from search/view/SOQL using Flow
I have an update action, where I need to update a varying number of objects (these can be created as a view, report, csv file, excel file, simple paste into window).
I want that my users will get a v …
- 5,670
2
votes
1
answer
1k
views
How can I create a dependent pick list on a visual flow page?
I have 2 pick-list fields on an object, that are dependent to each other.
How can I create such connection on a visual-flow screen?
- 5,670
1
vote
Flow from process builder errors on data load - Too many soql queries
According to Salesforce :
https://help.salesforce.com/apex/HTViewSolution?id=000230650&language=en_US
You need to reduce your chunk sizes to low numbers - 1 will always work, while some envs can als …
- 5,670
1
vote
0
answers
4k
views
Is it possible to get report results in a flow?
I want to run a report, and use some of the output in a flow.
How can I trigger a report within a flow?
How can I get the report output inside the flow?
- 5,670
2
votes
1
answer
253
views
How to create a variable number of objects according to Flow input?
I have a junction object of Oppty and a custom object (say license).
Once the oppty is in stage closed won, the rep needs to enter a set of licenses to that oppty.
The rep needs to enter the licen …
- 5,670
4
votes
1
answer
609
views
How to Use Roles field filter for AccountContactRelations in Visual flow?
We are looking to migrate to the new AccountContactRelations.
One process we need, is to query for a contact relationship with the account, where it's role is a specific value.
When running Visual Fl …
- 5,670
5
votes
1
answer
950
views
Using Visual Flow - can I grab a product's unitprice in the converted currency?
I am creating a 'Clone this opportunity in Org Currency' button. I need to 'switch' the opportunity, but have all products in the org's currency (currently USD).
We have Advanced Currency Management …
- 5,670
2
votes
Accepted
Using Visual Flow - can I grab a product's unitprice in the converted currency?
The DatedConversionRate is a standard Salesforce table.
Created a record lookup to get the correct conversion rate
Then, using a formula, to calculate the correct unitprice
Final flow:
- 5,670
0
votes
1
answer
707
views
After create record flow error
I have an after insert flow that fires on opportunity.
I have a test class that needs to create an opportunity.
public static Account CreateAccount (){
Account newAcc = new Account ();
ne …
- 5,670
-1
votes
1
answer
174
views
Can I disable sending a new case alert when duplicating a case?
I have a Screen Flow that duplicates a case. It works fine.
However, I want to disable the alert for the owner as well as the case contact, for this specific action. So, if a new case is created, the …
- 5,670
1
vote
1
answer
2k
views
How to check if a flow running user is a Partner?
I am trying to check in a flow if the running user is a Partner Community member.
I am using this:
But even when using a partner user in the 'Debug Runas', I get wrong data:
I tried to use the 'User …
- 5,670
0
votes
2
answers
372
views
Do I need to merge assignments in a flow on the same record or not?
I am running an after record flow
Within the flow, both 'Update record' update the same record.
My question: should I 'merge' both updates to reduce DML ? or the flow engine does that for me?
Is it l …
- 5,670
1
vote
1
answer
227
views
how is Order of flows and update happen in a before create with the Flow explorer
Hia there,
We are doing some code updates, we used to have all of our automations in a single flow, due to the fact, that there was no OOE that we could control.
With the new Flow explorer, we are now …
- 5,670