8 votes

CPU issues caused by process builder and workflows has really gotten bad in last 3 releases

Edit: I was reminded of this question recently, and decided to make an edit. the original is left below for posterity. After the original answer, I had the Flow Product Manager reach out to me. We ...
sfdcfox's user avatar
  • 490k
8 votes
Accepted

Is there a benefit of using Process Builder vs Triggers

From my perspective, the benefit is primarily for those who do not have the knowledge or resources to build Apex. If you have the knowledge and resources, I would stick with Apex. The main drawbacks ...
Adrian Larson's user avatar
  • 150k
6 votes

Is there a benefit of using Process Builder vs Triggers

For orgs that have business logic that can be purely described in Process Builder and Validation Rules, the benefit is that you get faster deployment times, no need for unit tests, and can implement ...
sfdcfox's user avatar
  • 490k
5 votes

CPU issues caused by process builder and workflows has really gotten bad in last 3 releases

Unlike the SOQL query governor limit, which is a hard limit, the CPU governor limit can be a bit squishy. If the pod that your code (via your clients) is executing on isn't seeing too much demand at ...
Derek F's user avatar
  • 61.5k
5 votes
Accepted

ISChanged and IsNew in Process Builder

This formula snippet ISBLANK( TEXT([Contact].Request_Portal_User_Account__c == True) ) is never going to evaluate to true. The text value of that Boolean expression ...
David Reed's user avatar
  • 92.8k
4 votes

Process builder not activating in production

That gack is mentioned in this post, in which we're told is related to this known issue. You're encouraged to contact Tier 3 support if you get this error. They have a fix. They don't say what causes ...
sfdcfox's user avatar
  • 490k
4 votes

Process Builder missing equals sign?

String concatenation in a formula use the & character instead of the +. IF( [EventApi__Attendee__c].[EventApi__Preferred_Email__c] = [EventApi__Contact__c].Email, [EventApi__Contact__c].FirstName ...
Martin Lezer's user avatar
  • 7,295
4 votes
Accepted

Trigger Process Builder when user receives lead, not queue

In your Process Builder criteria diamond check the Lead OwnerId starts with 005 This will tell you whenever a Lead is assigned to a User instead of a Queue
dBeltowski's user avatar
  • 3,038
4 votes

Query for the existance of a Process (flow)

You're going to need to call out to the Tooling API and retrieve FlowDefinition records. You can start playing around with an anonymous script like below to get a feel for what you actually need to ...
Adrian Larson's user avatar
  • 150k
3 votes

List multiple items on one condition line in process builder

Salesforce doesn't support multiple values defined in process builder or flows. It is mentioned in the article The Lightning Process Builder and Flow do not support comma-separated values in rule ...
Mahmood's user avatar
  • 5,984
3 votes

Cannot get a process builder to fire

Make sure Re-evaluate Workflow Rules after Field Change is Checked in your field update setting the picklist value in your approval process, for the process builder to be triggered. Also make sure the ...
Rao's user avatar
  • 16.7k
3 votes

Campaign Member Process Builder: LeadOrContactOwnerId always null

You should be able traverse to the relationship. When selecting your field, choose Contact ID > > Owner ID and similarly Lead ID > > Owner ID. If you want an alternative solution, you should be ...
Adrian Larson's user avatar
  • 150k
3 votes
Accepted

Query for the existance of a Process (flow)

One cheat you may be able to use is to ask for it by name: Boolean flowExists = false; try { new PageReference('/flow/MyFlowName').getContent(); flowExists = true; } catch(VisualforceException e) ...
sfdcfox's user avatar
  • 490k
3 votes
Accepted

How does the advanced process builder option "Only when specified changes are made" calculate?

This works exactly like the Trigger.old vs Trigger.new principle. When a field has a different value before the update vs. after the update in a specified field, only then the process will execute. ...
EranV's user avatar
  • 653
3 votes
Accepted

Fields Missing from Flow, but Available in Process Builder

Your last screenshot clarified it - the field you're looking for is a long text area field type and your screenshot is related to the criteria of a record-triggered flow. Long-text area fields seem to ...
Kris Goncalves's user avatar
2 votes

How the process is run for old records

Process Builders cannot delete records on their own. They can call two tools that can delete records: Flows Apex If you are calling a Flow from your Process Builder, check to see how you are ...
Pat's user avatar
  • 71
2 votes
Accepted

Does the "Allow process to evaluate a record multiple times in a single transaction" flag have functional consequences?

Yes, the flag has functional consequences. It's not there for efficiency only, it effects the functionality of a (set of) process(es). I have found this out the hard way: the way I read the ...
Sander de Jong's user avatar
2 votes
Accepted

Not execute trigger code section if being executed from process builder context

I would think this could work however it is al or nothing kind of solution : In your Invocable method, when calling from the process builder pass in a true value: public static pbStartedThis = false;...
Eric's user avatar
  • 54.2k
2 votes
Accepted

Process builder fails running in user context

"System mode" means that Process Builder ignores Field-Level Security (FLS). Processes and most other automations are always running in the context of a specific user, and validation rules are applied ...
David Reed's user avatar
  • 92.8k
2 votes

Query for the existance of a Process (flow)

It's possible to query flows/processes via this SOAP API object - FlowDefinitionView List<FlowDefinitionView> flows = [ SELECT ApiName, DurableId, TriggerType, Label FROM ...
Vladimir Romanov's user avatar
2 votes
Accepted

Invalid loop variable error:Process builder to apex call

At Line 51, replace Invention_Disclosure_New__c with Id. As InventionDisclosure is type List<Id> Even after changing this you will recieve further errors because here you need an object Type, ...
Mr.Frodo's user avatar
  • 5,804
2 votes

How can I stop a user from creating opportunity for a certain account

You can have lookup filter for Account lookup on opportunity in such a way that those accounts are not allowed to select while creating opportunities. Lookup filter can be either on record type or ...
Rashmi S's user avatar
  • 343
2 votes

How can I stop a user from creating opportunity for a certain account

Create a Checkbox field On the Account Say it Out Of Scope Solution: - create a Validation Rule on Opportunity. AND( NOT(ISBLANK(AccountId)), Account.Out_of_Scope__c ) Display the Error that ...
Amit Singh's user avatar
2 votes

Enable a process to fire without editing it

You definitely need a time-based workflow for this. You set the due date to the to the go_live_Date__c Your criteria will be Status = Closed Won && go_live_Date__c != null That was as long ...
Joe Hayes's user avatar
  • 372
2 votes

Process Builder - Invalid cross reference ID error with queue assignment

Quick Fix is: Please do the following things. 1) Clone the process builder in new org. 2) Then Delete the owner Id row. 3) Again add the owner Id row which was previously set. This will re-reference ...
Vinit Mehta's user avatar
2 votes

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

Making a flow using process builder alone will not allow you to count the number of sibling closing records under a contact. Also, it wouldn't cover the scenario whereby a closing record is deleted. ...
akiradev's user avatar
  • 851
2 votes

Customizing logic in process builder

Yes, you can use the Conditions section to customize the logic.
TSmith's user avatar
  • 5,002
2 votes
Accepted

Use case to Pause a flow salesforce

Pausing the flow saves the current state of the flow for later execution. This allows them to resume their work later without starting from the beginning. Reasons why they might want to save include ...
sfdcfox's user avatar
  • 490k
1 vote

Process Builder formula only partially evaluates(Edited version after trying with one of the proposed solutions)

Based on your comments, it sounds like your issue But right now process builder is running when either of Is_Medicare__pc OR Is_TriCare__pc OR Is_Medicaid__pc is filled AND Person_s_Age__pc >= 65. ...
David Reed's user avatar
  • 92.8k
1 vote

Process Builder formula only partially evaluates(Edited version after trying with one of the proposed solutions)

Are you sure that Person_s_Age__pc returns blank? Also, from my experience in certain scenarios when Process Builder was kicking in, ISNEW() wasn't returning true for newly created record, and this ...
o-lexi's user avatar
  • 3,094

Only top scored, non community-wiki answers of a minimum length are eligible