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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19 views

How can I reference a field in Schedule-triggered Flow like in process builder?

Is there anyway to reference a date field in Schedule-triggered Flow like I mentioned in the process builder pic.
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27 views

Using Ischanged and ISPICKVAL in Process Builder under formula

I am updating a field using Process Builder but my formula is not working. My Requirement- When lead status change to one of those (Convert, Unqualified ,Existing Account) then field should get ...
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31 views

What is the Best Way to update both parent and child objects? [closed]

I need to update Parent record and other child records also when Child record update. What would be the best Way to do this? Trigger or trigger and process builder or process builder and flow? Can ...
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21 views

Use case to Pause a flow salesforce

I have gone thru many links but couldn't understand when would a user click on "Pause" button on flow? What could be a real scenario where we may have to Pause a flow. Any idea?
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22 views

Insert different sobject records with single DML in Flows Salesforce

Is there a way to insert different sobject records with single DML in flows? I know, in apex we can achieve it by creating a List<sObject> but in case of Flows, Can this be achieved by using ...
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13 views

Creating an email to task and checking for the Contact with the same email address - what should I use? Process builder and a formula field? [closed]

I need to create a task from email - this is the requirement I have: When Salesforce receives an email, it has to check for contact with the same email address and create a task with the following ...
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19 views

How to create a flow to update old records and newly created records

I am updating the Primary check box for the below conditions if we are updating any child record with Primary = true, then all other records with Primary = true should be false if we are creating the ...
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14 views

What does a duplicate value found: <unknown> duplicates value on record with id: <unknown> indicate in Process Builder deployment?

I'm trying to deploy an invocable process builder via metadata API and getting this error: duplicate value found: <unknown> duplicates value on record with id: <unknown> This is not ...
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11 views

Process Builder Email Alert Error

Email aleert is succesfully sent by Process Builder, But receipent also receving error Probably Limit Exceeded or 0 recipients in 2nd MAIL. Related User: Allocate by is Receipent of Email Alert. On ...
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1answer
27 views

Bypass/deactivate validation rules, workflow rules, process builders in apex class

We are writing batch job to update a field one of object records through batch(around 500K records). I have validation rules, workflow rules, process builders on this object which increases the batch ...
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29 views

Process Builder - Immediate Actions creating two tasks instead of one?

On my Process Builder my new decision node is an OR filter on two similar Lead Source values, this is working correctly. The immediate action is to create a Task. The result is two tasks appear in the ...
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25 views

Why do MIXED_DML_OPERATION triggered only in production?

We have a process builder that will run when an personaccount is created/updated if a certain flag is on. When the process builder run, it will call 2 flows in schedule: Flow 1: will create a ...
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17 views

How to populate a text field on Task with the WhoID/'Name' Owner? [duplicate]

How do I adapt my Task Process Builder to reach into the WhoID (aka the 'Name' field) on the Task in order to populate a text field on the Task with the WhoID Owner's name. In other words, if the ...
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44 views

Which to choose Workflow Or Process Builder [closed]

We are often asked in an interview that which one you will choose Process builder or Workflow for update the record or create the record so here I stuck with the answer with suitable reason. Can ...
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10 views

PB - INVALID_FIELD_FOR_INSERT_UPDATE: Business Account may not use Person Account field PersonMailingAddress

I am trying to associate a business account with the contact created from lead conversion via account-contact relationship in process builder However I am getting the following error upon lead ...
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23 views

Out of Office / Case Routing

Chatter has an option to set "Out of Office" with dates and a message. I haven't found this data on an object. I have users that are assigned cases going out of office but their case load ...
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1answer
32 views

Creating a text template using a formula [closed]

I am attempting to get the following result in a text area in Salesforce using a Formula; AccountName has opened a case requesting something. The case was opened by FirstName LastName, Please reach ...
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35 views

Update Account fields based on its related Contract [closed]

I built a Flow (Record-Triggered Flow) in Salesforce Flow Builder that updates the fields Contract Start Date, Contract End Date, Renewal Date and Contract Length (Months) in the Account page. To ...
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57 views

Error when creating scratch org "The processMetadataValues entry for TriggerType has an invalid value."

I try to create a scratch org, but every time I get the error "The processMetadataValues entry for TriggerType has an invalid value." <processMetadataValues> <name>TriggerType&...
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27 views

Marketing Cloud Journey Builder PB/Flow on Contacts Causing CPU Limit Issues

In our Org, the JBSystemFlow_Contact flow is being called by a Process Builder every time a Contact is saved, and causing us to hit the CPU Governor Limit. I know that CPU limits can come from ...
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16 views

Will a flow that's connected to process builder run if an approval process updates a record?

I have a flow that's set to be triggered from a process builder when a record gets updated. The flow is triggering when the record is manually updated. But the flow is not triggering when an approval ...
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30 views

Optimizing the Org

I have been working on an org which have a lot of automation on the objects especially leads. There are more than 10 process builders and triggers each. They all work for different processes and ...
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109 views

Process Failing with Result: Failed to update records that meet the filter criteria

I'm getting the following error emailed to me for a process that is failing. I think its failing on the first scheduled action: 'Update Auth' but I can't figure out why. I was thinking there were ...
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1answer
25 views

How do I send email alerts based on custom formula fields or past due dates? [closed]

How do I create a process that will auto-send an email alert when a record is 10, 20 or 30 days passed another date field?
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22 views

Unable to deactivate / delete Process Builder version - insufficient access rights on cross-reference id

I have a ProcessBuilder in the org constructed in 2017 that referenced LiveChatTranscript as the target object. When I try and deactivate/delete the only version of this process, I get insufficient ...
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43 views

How to get LookUp record value in apex class when its is invoked from Process Builder?

I have QuoteLineItem object where I have a field called QuoteManager__c which is look up to User object . I have a scenario where I have to send an email to QuoteManager__c from Process Builder. I ...
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70 views

How to restart Milestone tracker when case is re-opened?

I need help and if anyone can give me insight on Entitlement process, I want to restart the Milestone tracker when case is re-opened. I am able to stop the Milestone tracker using process builder but ...
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36 views

"Field StageName does not exist" when creating a formula for Case Object

I'm trying to create a process that validates the Stage of the Case based on certain record types and I'm getting this crazy error: ISPICKVAL(StageName, "Escalated") && ( [Case]...
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13 views

I have tried to update the lead records when Email and call is logged and status completed

Does anybody have idea about how I can use a trigger process builder or flow depending upon the task completed status of Task such as "email" and "log a call". I am able to do it ...
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1answer
37 views

I need to update a checkbox as True if there is at least 1 chatter post on a custom object (sent by sys admin profile.)

I need to track that my team is acknowledging support requests, by posting a chatter post to the requestor. I have a checkbox on our custom object, which I'd like a process builder to flag as True ...
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1answer
35 views

Flow Executes on Manual Update but not Automated Update from Process Builder

I have a situation in which I'm using Process Builder to update a custom object (A2D) status (which I'm calling Technology_Lifecycle). The Process Builder executes as intended, and the ...
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1answer
40 views

My IF CONTAINS formula won't work

I have a Process builder that adds the Organization name to a Description field on update of an Affiliation. I want it to not add the same name several times, so I tried to write a formula. But it ...
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37 views

Editing an approved opportunity to trigger re-approval

When an opportunity is submitted for approval, the opportunity owner can edit the opportunity and add values/ changes that are not approved, I don't want to lock the opportunity as that would create a ...
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40 views

Show Chat Transcript Status On Case Record

I am trying to create a formula field to update "Chat Status" from LiveTranscript.Status field on Chat Transcript record. I created a formula field on Case called "Chat Status" and ...
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11 views

Update a Contact Picklist field based on a Lookup object's text field

I have requirements to update the Gift Aid Declaration field on Contacts if: #1 the Gift Aid Declaration field was blank before OR #2 the Gift Aid Declaration field was previously filled with a value ...
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2answers
116 views

how to Send Notification using flow with the group

I'm trying to figure out how to setup send notification using the FLOW and I know how to configure but I have read and seen lots of youtube video talks about sending to the owner of the record, but ...
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36 views

Opportunity task not getting assigned new owner when opportunity owner changes

I have a flow that creates an opportunity with a temporary owner / user named 'Marketing Queue' A process builder runs and creates a task with the same owner. We use leandata which after a few minutes ...
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1answer
37 views

Process Builder Not Firing Immediate Actions "On Create" For "Do you want to execute the actions only when specified changes are made to the record?"

I have a process builder for which I need immediate and scheduled actions to fire. I have selected the option "Do you want to execute the actions only when specified changes are made to the ...
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27 views

Sending Alerts to account owner's Manager

I want to send an email to the account owner's manager. I saw another question answered here I created a lookup field on the account that looks at the user's manager. ( It updates through process ...
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60 views

System.AssertException: Assertion Failed: Expected: null, Actual: Sales

I'm only getting this error in production. When I perform the tests in STG it works normally. Does anyone know the reason? Error: System.AssertException: Assertion Failed: Expected: null, Actual: ...
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41 views

Getting Error while flow try to update event field

Can anyone please help me out in solving a process builder error? I have created a Process Builder on the Event object which is updating a description field from a custom field on the event object ...
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1answer
271 views

CPU Limit Exceed Issue

I am literally done everything for this. Actually, I have created a Process builder on the Account which has created a Contact related to that Account whenever we create an Account. When I am ...
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1answer
28 views

Convert Group ID into Name [closed]

Rookie here so please be patient... My goal is to store the last queue a case owned by before being assigned by omni. I'm using a pb process to trigger on the agent work object. Currently I'm ...
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1answer
31 views

Getting the value on formula NOW() in Apex

I have a Process Builder where a field type Double is populated with the following value. NOW() - [Case].CreatedDate When this action is triggered after around 1 min of creating the Case the value of ...
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45 views

Process Builder Apex CPU Limit Exceeded

I have Created a Process Builder and a check box on User level for Integration Users, during the execution of Process builder in First Node I am checking the Integration User check box if it is true ...
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13 views

How can I populate the secondary HH field on Household in Financial Services Cloud

In the Highlights panel on Household there is Primary HH member and Secondary HH Member. Primary populates automatically but Secondary doesn't. I'm in Financial Services Cloud. How do I get it to ...
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1answer
191 views

Fields Missing from Flow, but Available in Process Builder

I'm logged in as a System Admin (who has permissions to everything, from what I can tell). When I create a workflow in the Process Builder, I'm able to access all fields, as intended (in the example ...
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1answer
30 views

Autlolaunched Flow bulkification prevents correct update

I have built a autolaunched flow that is triggered by a process builder related to a custom object. The custom Object is a child object to Account. The use case I am trying to solve is that on the ...
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2answers
629 views

Get record type developer name in Flow instead of RecordTypeID

I am creating a flow on EmailMessage object. I want to retrieve the record type name in the flow instead of RecordTypeID. Is there any way to get the name instead of ID?
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19 views

Process Builder - Slack Message Sends Before Previous Actions Finish Executing

I created a flow in Process Builder that adds text to a certain text field, should criteria be met. This works well, and the text field is updating as intended when an Opportunity is created. I set an ...

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