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Is it possible for Flow to choose the previous Placement record from the Account and retrieve information to populate the new Placement? Essentially I just want Salesforce to choose the first child record to populate the new Placement upon creation if a Placement already exists on the Account -else, continue to create a new Placement. How would I go about ...


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You can use "Get Records" to retrieve the placements using as filter the account lookup field equal to the selected Account Id. UPDATE: You can trigger it using Process Builder or a trigger based on the record update


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FlowDefinitionView has some basic information about Process Builders and Flows.


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On your Field Update, check the box that says "Re-evaluate Workflow Rules after Field Change". https://success.salesforce.com/answers?id=9063000000047khAAA


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I recommend removing the LastModifiedDate and LastModifiedById conditions within your Workflow rule criteria. Also, the LastModifiedById should be compared with an ID field i.e. a Salesforce Id of the User record for the MY SFDC USER ID user, instead of comparing it with the name of the user. Remove these from your rule criteria and the workflow should ...


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Here is what I did to deduce the element: Create a Temporary Picklist or text field to update prior to the scheduled action being created. Edit/Create the record to meet the Criteria for the immediate test picklist to be updated and the scheduled action to occur. Then go into the Paused Flows and the value in the Paused Flows is the one that fired the ...


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The lookup will always be empty, as I've only created it as bridge between the 2 objects. One Opp will have multiple records on the custom object. The only way to know to what Opportunity are those related is through 2 custom fields - one on the Opportunity (having an unique id) and one the custom object (having the unique id the Opportunity has) This ...


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You can reference Custom Metadata Types in Process Builder in limited circumstances: Reference the custom metadata record in Process Builder. $CustomMetadata.CustomMetadataTypeAPIName.RecordAPIName.FieldAPIName Use the correct suffixes. For the custom metadata type, use __mdt. For fields, use __c. Records require no suffix. Your formula might ...


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Any update on this topic? I have seen this Release Note update (https://releasenotes.docs.salesforce.com/en-us/summer18/release-notes/rn_forcecom_flow_run_error_ui.htm) but it doesn't help when you throw an exception from your InvocableMethod. I have a Process Builder and from there I call an InvocableMethod that can throw an exception and I would show the ...


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Another work-around for this limitation is to use a formula to set the value to a Currency reference. See screenshot


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This is a known problem and it has been for the past four years: https://success.salesforce.com/ideaView?id=08730000000oMVgAAM For myself, I am going to find out if I can replace the process with an old fashioned work flow. Update: this turned out not to be possible. The triggering record was a Task and the record that must be updated is an Account. Just ...


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That's correct. The actions are all contained in a single flow ("interview"). You'll only see at most one instance of this builder per record. It will progress to the next step automatically.


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Found solution to my problem by creating a new Process Builder functionality. Since merge operation cannot be triggered (delete and update events occur), i created a process on Duplicate Record Set Object and checking the number of Duplicate Record Items. If it gets reduced, then update the field of DRS.


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If I understood correctly, you want the entry criteria for a Process Builder to be for [Payment].Status = X and [Payment].Transaction.Amount_Outstanding > 0? If that is the case, why don't you just use "formula evaluates to true" for the criteria for the PB? That should allow you to reference the currency field from the Transaction. Another option would be ...


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