New answers tagged visual-workflow
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Deploying flows through CumulusCI
After searching a little in the Project, the cause was that both folders were added to the .forceignore file
What caught my attention about that was that the cci commands for the flow folders always ...
- 133
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Accepted
How do I add an event to a specific public calendar using a flow and "New Event" action?
Retrieve the Public Calendar record ID using the 'Get Record' element before creating an event. Assign the Public Calendar record ID to the 'OwnerId' (Assigned to ID) field on the event. This should ...
- 656
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In Salesforce, if there are multiple FLOWs active for the same object then does trigger fired only once or will it be fired for each FLOW
If there are multiple flows active for the same object, the trigger will fire only once for each context (before-save or after-save). However, the order in which the flows run depends on the trigger ...
- 933
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Salesforce Flow: Error Handling
You can try below formula to extract your fault message for the scenario of validation rule exception.
MID(text, start_num, num_chars)
FIND(search_text, text ,[start_num])
LEN(text)
Formula based on ...
1
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Flow Copying a Value To a different field - Editable Fields
On the assumption that the ARR Booking field is on your Opportunity object, you want something like the following Fast Field Updates flow:
On create or update of Opportunity:
Entry conditions: "...
- 34.1k
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Record Id sent from scheduled flow to Apex is coming as null in apex
You need to make sure that the scheduled flow has an input variable of type Record that is set to the record that you want to pass to Apex.
You also need to make sure that the Apex invocable method ...
- 933
1
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Check if user has a custom permission group assigned in Salesforce Flow
A far easier solution is to add a Custom Permission to one or more of the Permission Sets in the Permission Set Group(s)
Then you can use $Permission.Foo or $Permission.Bar in a Flow expression (they ...
- 69.9k
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approval process is not accessible to guest user
you need to add your user as available initial commiter(e.x. as creator)
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Deleting a Flow via CI/CD - how?
No, unfortunately the current documentation that states you can deactivate via setting the Status attribute on the Flow metadata is not accurate. You have experienced this, and my org has also just ...
- 443
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Syncing data with legacy system
There's no such thing as a Code Block in Salesforce. You could create a custom field, and store data there to indicate if it's likely a synchronization.
- 481k
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Deleting a Flow via CI/CD - how?
According to the documentation, it looks like you should be able to set the status to Obsolete, which should deactivate the flow and allow you to subsequently delete it.
- 481k
2
votes
Accepted
Flow in Unlocked Package fails as Formula uses no namespace
I agree with Phil that this is a bug manifesting in a variety of places within Flow metadata, where the Metadata API or packaging system fails to correctly resolve the component reference to the ...
- 92.1k
3
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Flow in Unlocked Package fails as Formula uses no namespace
Flows do, indeed, need certain elements to include the namespace. I think it's a bug but we live with it by ensuring the namespace prefix is included where required. For us, this includes:
Fields ...
- 34.1k
0
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Omni Channel Flow Error: The queue isn’t valid for this object type
I found the solution. All the queues that will be checked for the 'Chat' service channel need to implement the 'Chat Transcript' object .
That means that I had to go to setup > queues > select ...
- 95
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Accepted
How to prevent a record triggered flow from executing multiple times
If I understood correctly you are always relying on this date field and if it passes 7 days you'll trigger the task follow up creation, is that correct?
If it is, try to search about scheduled ...
- 18
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Redirect to 'create new record' page from flow
so if I well understood, the record is created, and you want to redirect user to created A1 record?
If yes, you should use such link: /lightning/r/objectName/recordId/view
The link you added will ...
- 11
2
votes
Accepted
Is there a best practice in Flow for using "IS CHANGED" operator vs. "When to Execute Outcome" setting?
In your specific case, considering only the one field's value, there is essentially no difference.
However, there are differences between the two options if your condition includes multiple different ...
- 34.1k
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How to query for related object information in Flow to store in a collection
I personally just tested this and yes it seems in the data table column selection you could not traverse through the lookup fields. Since, you would only want the name and email address, I would ...
- 538
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Check if text field is empty in flow builder
all this is another workaround it works for me at least.
My Blank fields should have been populated based only if another field was in a certain Status, so what I did was put in the visibility option ...
0
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Screen Flow Number component is not updating
You're trying to calculate recursive formula which is not possible.
Closed Date = Start Date + Days Left
Days Left = Closed Date - Start Date
Scenario 1:
User Input : Start Date = 02/11/2023
User ...
- 115
0
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Is it possible to get the sObject type in the flow
check this code and put in a class, then call it from the flow
@InvocableMethod
public static List<String> getSObjectType(List<String> recordIds) {
List<String> sObjectTypes = ...
1
vote
Accepted
How to deactivate all flows via sf cli
ah I found appropriate syntax
sf data update record --json --use-tooling-api --target-org $targetOrgAlias --sobject FlowDefinition --record-id $flowId --values "Metadata='{\"...
- 55
0
votes
Accepted
How to redirecct to record detail page using ltng out app and flow
force:navigateToSObject is only available in select experiences:
This event is handled by the one.app container. It’s supported in Lightning Experience, the Salesforce mobile app, and Aura-based ...
- 481k
0
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Issue using multiple ISNULL entry conditions for a record-triggered flow
I think the issue stems from this part:
Only when a record is updated to meet the condition requirements
Have you tried changing that to Every time a record is updated and do this criteria:
(1 AND 2) ...
- 3,478
1
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Flow - Copying one Field Value to Another Field
In your scenario, since you would like to update the same record's field, it is best for you to use the Fast Field Updates (as it is said to run typically faster; you can read about these 2 types here)...
- 538
0
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Trying to Bypass Validation Rule within Flow
If you are referring standard validation rule on object then I would recommend to tweak your validation rule rather than flow. If you have the condition which you were planning to use during flow ...
0
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1
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Flow footer being hidden for Utility Item bar
What you can do is completely hide the footer and use custom buttons... You can use this UnofficialSF Flow Button Bar package to customize buttons, and then they will not be in the footer. Once you ...
-2
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Record triggered flow. Work around for adding a pause/wait?
Use platform trigger flow and call the auto launch flow from apex action and fire a platform events from your main flow and check the time based flows jobs to whether it is added in queue or not
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I am trying to create a flow in Salesforce org that will update a custom lookup field(user) to blank when the user has been deactivated
The filter should be Record > User Id. Lookup fields have an ID value in them. The start element's entry condition should checkif the user is inactive.
- 481k
1
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How to Deploy Record Triggered Flow with custom error message via package.xml?
I resolved this by ensuring my package.xml had version 59.0.
Make sure to retrieve from the source org with version 59 (specified in the package.xml) in order to get the custom error metadata in the ...
1
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How can I use a formula in flow to update related records in record triggered flow?
OK, I got it to work finally. I was over architecting it. I did not need the Get Records step to populate a formula. All I needed to do was use a Update Related Records action and inside that, assign ...
- 691
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votes
Validation Rule Conflicting with Process builder
One way to get around this is using following workaround:
Create a new field on the opportunity called LastModifiedByFlow__c. Can be simple text field
In the validation rule adjust, that it does not ...
- 16
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Field is not writeable: Opportunity.PartnerAccountId
You cannot populate the Partner Account directly on an Opportunity. Instead, you must insert a Partner record linked to the Account and the Opportunity. For example:
Partner p = new Partner();
p....
- 2,753
0
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Refresh the page after the flow completes
I had a similar request, and the LWC https://unofficialsf.com/update-screen/ component work for some use cases but it was not working for mine. Why?
I am launching a screen flow from a Object Button/...
- 277
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Salesforce Flow History Tracking
To expand on @cropredy 's response, a record triggered flow will run as the user who initiated the change, meaning there is not a distinct identifier that a particular record was modified by any ...
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Salesforce Flow History Tracking
Flow simply does DML on records and any changes to those records would be in the Field History tracking for those objects (assuming you have History Tracking enabled and the fields affected by the ...
- 69.9k
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Is it possible to add a fault path to the last element of a flow?
I ran into the same problem, then read this (without conclusive solution) and contacted Salesforce Support myself, so i can now help future victims of this weird behavior:
A Fault Path needs something ...
- 1
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Trying to change user role as a portal user
This is a security restriction that is put in place to prevent portal users from making unauthorized changes to the system.
To fix the error, you can either:
Remove the without sharing keyword from ...
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