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Mass Delete flow and flow versions

You can query the Flow object directly using the Tooling API and then delete the versions via Salesforce Inspector Reloaded. Here is an example query to fetch the flow versions: SELECT Id, Status, ...
DevMd9's user avatar
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2 votes
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Salesforce Flow to send when a New Lead is created in the system

you probably can use the 'Recipient Address List' and pass it a list variable with the email of the recipient emails. If you are using a email template then Recipient ID is mandatory and should be The ...
Edwin Raymond -forcetree.com's user avatar
1 vote

Flow Core Send Email action "Log on Send" to custom object - email renders as Task in Activity Timeline

This is what happens when you're working on an org that is still transitioning from Classic to Lightning. Root cause: Org did not have Setup > Enhanced Email enabled. Enabling will cause any ...
cropredy's user avatar
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Flow builder - Style

For anyone finding this question in 2024 or later: Obviously display text now has built in functionality for alignment, bold text, etc. But you can also use HTML in a screen flow to further customize ...
Miguel Diaz's user avatar
1 vote
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Salesforce screen flow - Update record element works intermittently

Considering that the update of records and screens are loading one after the other, there is a possibility that the next screen may or may not load the latest values. Try these two workarounds if ...
Shreya Mathur's user avatar
1 vote

Flow working in debug mode only (http call out)

I faced the same problem with external services and I found the solution in the SF documentation ( https://help.salesforce.com/s/articleView?id=sf.flow_considerations_trigger_schedule.htm&type=5 )....
user154215's user avatar
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How to pass a list of string values to a picklist in a flow

You can create a subflow or implement this logic in the current flow Create variable of type PicklistValuelnfo create list variable with type PicklistValuelnfo and assign values to variable and add ...
Тарас Бабин's user avatar
1 vote
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Flow Reminder Emails 30 days away, 15 days away...?

You can use a Record-Triggered Flow with Scheduled Paths. Make the entry condition for the flow something like Proposal Due Date Is Blank False AND TBR Date Is Blank True. Next, create three paths ...
sfdcfox's user avatar
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1 vote
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How to update a matching record with a flow?

I think you are missing the Loop Through the Opportunities and an Assignment element to set the lookup field on the opportunity to the newly created or updated Object1 record. After getting all the ...
Sufyan Ashraf's user avatar
-1 votes

Email Public Group via flow in Lightning

I was trying to do the same and found this resource helpful-- it offers the clearest step-by-step explanation I have found so far: https://thesalesforcetutorial.blogspot.com/2024/06/send-email-to-...
keps's user avatar
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0 votes

Is there a way to hide the Standard NAME field?

Handling Mandatory Fields in Custom Objects Using Aura Components or LWC In Salesforce, every custom object includes a set of mandatory fields. One of these mandatory fields is typically the record ...
YRS's user avatar
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LWC component is not storing values in screen flow

@api properties are read-only except during class initialization, so you cannot initialize them in connectedCallback(). You should be able to do this: @api language = localStorage.getItem('language'); ...
sfdcfox's user avatar
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1 vote
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Remove Record from Record Collection Variable in RT Flow

I had the same problem. I solved it in a very simple way - added a condition in the Get records element (Id does not equal $Record.Id) to exclude the triggering record from the collection.
Ana's user avatar
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1 vote

Bypass flow and apex triggers when executing DML on batch apex

As you've observed, Custom Settings have to be updated. What you want is an in-memory solution. Here's a sample implementation to get started. public class SystemFlags { // Example flag public ...
sfdcfox's user avatar
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Bypass flow and apex triggers when executing DML on batch apex

You can assign a custom permission to the running user and skip the flow and triggers if the running user has this custom permission. I would recommend to use a trigger framework where you can bypass ...
Vamsi Krishna Mopievi's user avatar
1 vote
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How to load picklist values from Apex in Screen Flow

tl;dr: You're using the wrong type of Choice. Use the Collection Choice Set type instead. By using a single Choice, you're coercing your data into a text value. Instead, take the following steps. ...
sfdcfox's user avatar
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1 vote
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Flow - Display selected date value immediately in a text field

Reactive screen components were recently added to SFDC Screen Flows (Winter 24 V59.0 Release Notes). I suggest you check your API version used by your screen flow and if before V59.0, update to the ...
cropredy's user avatar
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1 vote
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Duplicate Job (or Apex or Flow) - before Merging records, Archive original records as Historical Data

You could call FindDuplicates methods in Apex to find possible duplicates. In your flow, first collect the user input, then call an InvocableMethod that finds any duplicates, and if duplicates are ...
sfdcfox's user avatar
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0 votes
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Update Case Owner based on Account Team Member

This is a simple three step process. First, use Get Records to find the Account Team Member. Next, see if a record was returned. If so, we use the Update Records element to assign the new Owner.
sfdcfox's user avatar
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How to evaluate if a row was selected from a Flow: Data Table component

An alternative that doesn't require a Decision Element is to use the Row Configuration Minimum Selection field If you select no rows and click Next, a nice error message below the table appears Doc ...
cropredy's user avatar
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2 votes

Salesforce native function to get the name of the host website

The typical solution for this is to create a hidden field on the web site form that maps a constant (the web site name) to a standard (I might use SuppliedName) or custom field on Case (W2C_Origin__c) ...
cropredy's user avatar
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0 votes

Best practices for taking an SSN or any other PII as input and storing it in salesforce

Depends on what your security requirements are. If you need to grant access to a full sandbox that contains a copy of production data to third-party personel, for example, you could not copy data over ...
Renato Oliveira's user avatar
3 votes
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How to create a flow that checks the overlaping dates on records?

Don't query the entire database to find a value. That's going to run into governor limits. Instead, in your Get Records element, write your filter as follows: End Date greater than $Record.Start Date ...
sfdcfox's user avatar
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Possible to Break Out of a Loop in Flow Builder?

Yed, but if we redirect from inner loop, again when we go to that loop from parent loop it resumes iteration from where it was terminated by redirecting to parent loop. It looks like loops are static, ...
Mupiri Rakesh's user avatar
2 votes
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Subflow failing during decision element "The flow failed to access the value for because it hasn't been set or assigned"

This error indicates that the field wasn't set or retrieved from the database. You'll need to use a GetRecords to get the correct fields for the account record, and then pass that value to the sub-...
sfdcfox's user avatar
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Mass Delete flow and flow versions

Query the Flows you'd like to delete (additionally you can filter by VersionNumber): SELECT Id,DurableId FROM FlowVersionView WHERE FlowDefinitionView.ApiName = 'Flow_Api_Name' AND VersionNumber <...
Jose Mendioroz's user avatar
1 vote

Testmethod support for record-triggered flows with scheduled paths

I think the best you can do is put the complete scheduled path logic into an autolaunched subflow and then test it with apex as described in this answer: Map<String, Object> inputs = new Map<...
smukov's user avatar
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4 votes
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Is There an Apex Equivalent to a Flow Scheduled Path?

The only options we have in Apex are Scheduled Jobs (System.schedule) and Scheduled Batch Jobs (System.scheduleBatch). Unfortunately, this mechanism is limited to just 100 scheduled jobs. In other ...
sfdcfox's user avatar
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