Questions tagged [process-builder]

The Process Builder is a workflow tool that helps you easily automate your business processes by providing a powerful and user-friendly graphical representation of your process as you build it.

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Call a @Future method with the Process Builder

I am attempting to call a class with a @Future method by using Process Builder. In order to do this I believe I need to initially call a class with an @InvocableMethod to in-turn call that @Future ...
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20 views

Task creation -> Child case creation

I ma completely new to this but within my org we would want to link a new task creation to also create a new case in the directory it is being assigned to. The problem is right now the case is created ...
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Why is this method not running?

I am using Process Builder to call this class. Everything is running correctly in it, except it is not running the last method which I have running at the end. At first I thought it had something to ...
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24 views

How do I pass variables from a Process to a Flow?

This is a follow up question to How do you invoke an external service in a flow triggered by a new Contact Creation? What I am trying to do is invoke an External Service, passing it some data, when a ...
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28 views

How do you invoke an external service in a flow triggered by a new Contact Creation?

I am using Salesforce Lightning mode and looking to use the configure not code approach. I have an external service defined. The scenario I am trying to implment is as follows: User Creates Contact ...
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15 views

Platform Events and the “Publish After Commit” behaviour - why do events not publish from an invocable method?

We have a platform event, let's call it Event__e, with one field called Identity__c. We provide a global apex class with an invocable method on it, let's call it EventPublisher.publish that accepts a ...
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19 views

Update Contact Picklist field when related Account is updated

I'm trying to figure out how to update a Contact field when a related Account field is updated. This is probably trivial for seasoned Salesforce admins... Under Accounts I have a Lookup field called &...
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Getting, The formula expression is invalid: Syntax error. Missing '=', when creating a formula in a Process Builder

This is the formula I am using, and keep receiving the error message, The formula expression is invalid: Syntax error. Missing '=' If( (Month ([Contact].start_iep_year__c ) +3 ) > 12, DATE((Year(...
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20 views

Process builder: Update a case field by process builder rule criteria

I am trying to create a process in Process builder to update a custom text field in Case object on below criteria. Case description is not null = false AND Case description Ischanged = true OR Case ...
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48 views

Invoke Apex Class with Process Builder

I am attempting to start this Apex class with Process Builder, triggered by a field change. I've never done this before and I'm unsure what invoke code needs to be added in order to accomplish this. I ...
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38 views

Apex Bulkification — Too many SOQL queries: 101

I have an APEX Class that I have bulkified but is still giving me trouble with Batches of 200 Records. I was hoping to get assistance in making the APEX more efficient, any assistance/direction would ...
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Process builder: multiple actions in a single schedule container considered a single transaction?

In process builder, I have to use a Scheduled Action container in order delete some permission set assignments (mixed DML). There could be more than 10K assignment records, so I have use two actions ...
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DUPLICATES_DETECTED when creating a contact for the account [duplicate]

We have some accounts that start with "Business". And we already recorded their information in custom fields in the account object. Business first name, business last name, and email ...
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31 views

Process Builder Formula AND(OR(AND())) only works for first AND condition, not the second?

I have the below formula in a Process Builder, I am having issues with the 2nd OR() condition. The first AND() appears to work fine, but the 2nd AND() condition doesn't. I can't figure out why as ...
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Scheduling apex class through Processbuilder issue?

Hope all are doing good and safe. I have small issues with my class on scheduling through process builder.In my visualforce page I have a "apex:outputLink" by using this I'm executing some ...
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What are three ways for a developer to execute tests in an Org?

What are three ways for a developer to execute tests in an Org from the following options ? Bulk API Tooling API Setup Menu SalesforceDX MetaData API In my opinion, it should be Tooling API, Setup ...
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28 views

How to make page layout dynamic based on dependent picklist fields?

I have a scenario that based on few dependant picklist fields, the page layout/fields in the page layout gets changed. Is it possible to do it using any declarative method or dynamic forms or flows or ...
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1answer
25 views

Process Builder: deleting a scheduled action disables the Activate button

I have an existing process builder (PB) with scheduled actions that is working fine. I need to make some changes, so I clone the PB and start making changes without activating it. When I delete a ...
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28 views

Creating new opportunity by formula NEW() and ISCHANGED()

I am using pardot to create/updated an account. When pardot created/updated an account, then in process builder I am creating the an opportunity with the values which came from pardot. So to create ...
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129 views

Can Apex static values be used to safely communicate between executions of process builder?

We have a Process Builder which currently gets a hardcoded Salesforce Id out of an abused label and assigns it to the record. Of course, this means the solution causes tests to fail outside ...
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24 views

Is Account new OR specific field is changed?

I am trying to write check method in process builder. But couldn't manage run process builder smoothly. This is what I want and what I tried if (Account is new OR AA_field changed) AND (B_field is ...
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10 views

Unable to select custom field of task in process builder

I had a requirement to create custom field called Potential in task, since task object does not allow you to create custom field i had to create that in activity. Now i need to use this custom field ...
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15 views

Send an email having uploaded attachments and Cc,Bcc recipients without using Apex Messaging.SingleEmail method [duplicate]

I am implementing a requirement in Service Cloud to track incoming and outgoing emails for some Purchase order Custom object. Within this we have to group some records and send email alert to ...
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34 views

Why am I getting this Syntax error?

I'm just trying to use an IF formula in process builder and keep getting a syntax error that there is a missing ')'. IF( [CampaignMember].LeadOrContactOwnerId = 00G50000003XW9e, 0052J000008G1GWQA0, [...
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Popup to be displayed on uploading duplicate file in the Notes and Attachment under Account Object

I have a requirement where I need to warn the user if they are uploading duplicate files against a particular Account record. The file will be uploaded, only need to show them a Warning message. I ...
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36 views

Count child records of parent (under certain conditions) using process builder

I have an object called Closings that signifies when a purchase is completed. When a purchase is completed the status of the Closing is set to "Exchanged". I want to create a field within ...
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Immediate Action posts a Chatter on Opportunity, whereas the Scheduled Actions set are not posting the Chatter when Criteria is met

There are 2 issues I am facing. Can someone please let me know what I am missing? I have Built a Process to Post a Chatter on an Opportunity, when it is in a specified Stage. I have Scheduled Actions ...
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40 views

Process builder, Invalid field 'CreatedDate' for object 'dlrs__LookupRollupSummary__c' Class

I created a process builder in order to automate the creation of events in a public calendar when a user creates an opportunity. We have presentation date for the opportunities and we wanted to have ...
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18 views

Email-To-Case Is not Triggering an Email to Queue Members

We set up email-to-case. When somebody emails our support address, we want the queue that gets assigned to receive a notification. This notification should also be sent to all of the queue's members. ...
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46 views

Process builder failing only in test class

I have 3 custom objects in my salesforce org that are involved in a process builder. The process builder is invoked by creation of or changes to Commodity__c records. The process builder is outlined ...
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69 views

How process builder evaluates the expressions for field update?

I'm having a field update in Process builder, as per the screenshot The problem is, I'm updating the record where User Action is NOT Awaiting GRN (as I am setting it to something else), and still the ...
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26 views

Validation rule to prevent field update

Background In opportunity object I've got two fields Stage (Initiated, Develop, Submitted, Review, Hold, Closed) Status (open, lost, rejected, withdrawn, closed) Objective I'm trying to create ...
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25 views

Process Builder and the subtlety of the “execute actions only when” option

This one eluded me for several years. I have always been intrigued by the Process Builder option “Do you want to execute the actions only when specified changes are made to the record”. It’s pop-up ...
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RecordTriggerAutolaunched flow Not firing

I have done field update in approval process final approval action. I have created a RecordTriggered flow based on this objects field update. In the flow am updating its parent record field. But the ...
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Junction object between tasks and custom object

Currently, our emails with contacts are logged as tasks (this is good). The task logs on the account and contact (this is also good). Our contacts are also related to a custom object, 'customers,' ...
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88 views

Best practices on Process Builder

Hi I'm reading a book to learn apex coding and found this paragraph related to PB: A best practice is to ensure that for a single object that there is a single Process Builder process defined with ...
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1answer
33 views

Process builder and flow resulting in recursion

Currently, in the process builder if you create a process and invoke a flow that will update multiple records for the same object, the process is again triggered for the records it updates, since the ...
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17 views

Paused Flow Interviews and Updating Process

We have a Process that fires a time based email alert after a certain amount of time after Creation of a Lead unless a specific action is taken. If that action is taken, the email alert does not fire....
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21 views

Can we add Permission Set Name criteria in Process Builder?

I am trying to add a criteria which checks for permission set names in process builder. Like we can check User.Profile.Name = 'abcP' Can we check User.PermissionSet = 'abcPS' ?
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42 views

Convert created process builder from workflow to invocable

We have a process builder which is already activated and now we have to change to InvocableProcess so instead creating everything from scratch, is it possible to convert process to invocable so that ...
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96 views

I cannot get the workaround for the Process Builder - Duplicate Management bug working

There is this incredibly frustrating bug concerning a conflict between the Process Builder and Duplicate Management. Some people have suggested a workaround for it, but I can't get it to work, the ...
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41 views

Best practices for editing a Task object in a popup modal window opened from within an lwc

I'm developing an lwc (an lwc vs. a lightning aura component) in which I want to launch a modal window for editing a Task object. A requirement is to stay on the current page - thus the modal window. ...
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73 views

Process Builder Not Triggered After Time Dependent Workflow Action

I've a process builder which is invoked when a record is created/edited. It evaluates if a checkbox (say CheckboxA__c) is ticked and performs immediate action of sending a custom notification. This ...
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2answers
43 views

How to create a flow that updates region (picklist) based on inputted shipping states?

I am trying to figure out a way to dynamically update a custom picklist field called Account.[Region] based on an inputted shipping state (text field). The reason we're not considering a formula field ...
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1answer
30 views

Record Type on Process Builder Decision

I have a process with a Decision, and in that Decision I want to assess the Record Type of the record that initiated the process, but it does not appear as an option in the Field dropdown of the Set ...
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2answers
40 views

Flow : Formula for record name on update

I'm pretty (very) new with Salesforce Flows. I'm trying to rename child records, after the parent has been created. It basically replicates what is in this video, but with different objects https://...
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648 views

Debug Record-Triggered Flow

Love the new Summer '20 release features for flow, excited to use Flows in place of Process Builder. One consideration I wanted to verify with the community. Is there a way or a best practice for ...
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16 views

In Platform Event subscription using Process Builder subscription used for callout. It's giving "uncommitted work pending' intermittently

We are facing this issue intermittently. Out of 100 subscription callouts, 95 of them are working fine. Before we were getting this issue more frequently when we were using a single process builder to ...
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33 views

Can we use IsChanged in ProcessBuilder to check if the record is new ? If not how do we check?

I only want to trigger process builder if the record in new not on edit. And criteria should be :Conditions are met. ---->field ischanged false
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27 views

workflow rule/process builder not firing for field IsEmailBounced in Contact

I trying to create follow-up tasks when a Contact email is bounced. There is a standard field in salesforce called IsEmailBounced which I am using to determine whether or not I need to create a task, ...

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