David Litton
  • Member for 6 years, 8 months
  • Last seen more than 5 years ago
How is a Salesforce Sandbox licensed?
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7 votes

You need to contact your AE for this pricing information. We are unable to provide you an accurate response. It really varies by customers. When you do an upgrade/contract renewal the AE might throw ...

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Visualforce redirecting on second attempt with flow variable
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3 votes

Do you have a Screen element AFTER the record ID you are using is created? Your class looks to be spot on... it matches what I have on my blog post for this issue, however you need to make sure the ...

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Call Process from Visualforce Page Button
3 votes

If you're wanting to do it that way, you really should just go and do it in Visual Flow. You can have your Visual Flow do that, and you don't even need a Process Builder! Check out this on writing ...

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Adding products to an account
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3 votes

You're wanting to use Assets. You can create some automation to have Won Opportunities move the Opportunity Line Items over to the Account as Assets (processbuilder & flow would do this if you ...

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Setting record CurrencyIsoCode from Flow using Custom Setting picklist
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3 votes

Alex - as we discussed on our extremely long twitter exchange: Two things: 1) Its always good to switch that "Currency1" dynamic choice to a variable for the Record Creation. So use an Assignment ...

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Solved! Update children record using Javascript in button
3 votes

Have you tried to use Flow? This seems like a really great use case for Flow... you can easily do this with just clicks. Create a Fast Lookup to grab all of the Child Accounts (ParentId = Id), then ...

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Community Login Page - Can you hide the Standard?
2 votes

So I needed to use Site URL Redirects to accomplish this. By setting it to redirect when someone attempts to access that page.

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Can I use flows to write a screening interview page to be used as a public page
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2 votes

Yes, you can do that quite easily. You'll need to make sure the Site Guest User and any other internal users have access to that page. Its really simple to set up a Flow in Visualforce, take a look ...

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Clone order with products is carrying over order start and end dates to new order
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2 votes

I would recommend that you use a Quick Action to do this. It would work for Salesforce1, and you've already got chatter enabled. You can set the fields that you want to be 'cloned' as predefined ...

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How to push Account changes down Account Hierarchy
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2 votes

So I've run into something like this before with multi-hierarchy and Flow. The way I actually solved it was to take a step back and use Process Builder. You can do an update on "Child Records" and it ...

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set up a log in flow for our instance
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2 votes

I've wrote a blog post on this. Essentially the same thing, except you would want to change the date field logic to be for 30 days instead of when you 'change' your security message as the post is ...

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Using Timba Survey - send survey when case is closed
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2 votes

Setup a workflow rule to fire via a Closed Case. You just have to setup the Email Alert that goes out to fire the Timba Survey's template with the Survey Link and everyting. The link would look ...

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validation rule for external user
2 votes

You are looking for a field on the Running User. Someone might have another way of doing this, but all of my Community License Profiles start with a "*" tag in them. This naming convention would ...

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Launching Flow using VF page
2 votes

I believe part of your problem is that you are attempting to do this WITHOUT a Screen element. This task of passing a variable created inside your Flow is not possible without a Screen AFTER the ...

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Pricing for customer portal and Partner portal users
2 votes

Contact your client's AE to get actual pricing... nobody here can give you that! Three types: Named User Licenses - you pay per license Number of Logins - you pay for an amount of logins your ...

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Trigger on Contact Record that updates related Account field based on specific criteria
2 votes

Is there a reason you are not using Process Builder for this? It would be a great use case for it. Set the Process Builder to fire off when the Contact's "connect_america_account__c" = TRUE. If ...

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Fetch Id of record after create in JavaScript
2 votes

Why not just use a Flow? Button URL: /flow/FLOW_UNIQUE_NAME?var_OpportunityId={!Opportunity.Id}&retURL=/{!Opportunity.Id} Flow: Now, do a Lookup based on the Opportunity Id to grab those ...

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Error with matching account and contact in custom object (flow)
2 votes

I think I understand what you are attempting to do here... It seems that you are using some version of the "Account.Name" instead of "Account.Id"? That seems to be the issue based on your error ...

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Custom button occasionally feeding wrong parameter to flow
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1 votes

Try this: ../flow/[FLOW NAME]?ContactId={!Contact.Id}&retURL=/{!Account.Id} (The .. allows your Flow button to work in a Community) You might be missing the "/" in your retURL?

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How we run a visual flow( Not Auto Flow) in system mode.
1 votes

You can use the Flow to update another field, that then triggers the Process Builder that will run in System and modify the record the Running User is unable to modify. The only other option would be ...

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Salesforce Process Builder, Run a process if a field criteria is met
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1 votes

The solution would be for you to create a Process Builder that is scheduled to fire when the date is passed. This would require the least amount of change on your side... simply switch everything you ...

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How to insert same value to different fields of different objects in flow
1 votes

You just need to reference the Screen Input value for that input in all of your creates. You are able to connect your Record Creates together, so that you do one after another. Normally I would tell ...

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create chatter post upon a field change
1 votes

Easiest way to do this is via Process Builder. There is a Post to Chatter action! So simple and easy to use... just set your criteria (when a case is changed to escalated) and then set the action ...

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How to transfer leads into queue using workflow
1 votes

You can do this in Workflow Rules -- have it fire when it is changed to "do not call" and trigger a Field Update and you're set. Just have it run on the Lead Object, select the "Lead Owner" field and ...

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How do I create a custom form which auto generates cases and workflows?
1 votes

There are many different ways to do this... Process Builder, Flow, or Apex. In all of them you'd have to add in check for each of the fields and then to create the Task based on that. I would ...

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Use Flow to update a Case based on Live Chat Transcript Event field values?
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1 votes

As crmprogdev mentioned, you'll want to go the Visual Flow route (Triggered/Called by Process Builder). I'll provide a bit more detail on the how-to (based just on what you've said). You're ...

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VisualFlow and Process to update custom Owner field on record that is detail of master-detail relationship to logged in user
Accepted answer
1 votes

So, you should be able to do this with only a Process Builder - no flow needed. Create a Process Builder to be fired on record creation, and fire for the criteria you want, but then for your actions -...

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Clone (Parent -> Child ) record with its related list using list button?
1 votes

You could do something like this via Flow. You could grab the parent and child records, and then duplicate/clone them manually inside your Flow. Just pass the (parent) ID into the Flow --> grab the ...

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URL hack - create & save record without viewing edit screen
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1 votes

Alex, You can do this in a Flow pretty easily. I almost think the URL hack might be more confusing than a simple Flow triggered by the button. Button Pressed --> Pass record ID into the Flow --> ...

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How to validate data using a Flow Screen with ease?
Accepted answer
1 votes

Yes. This is very easy to do. I would advise that this is only good if you have a very simple 'validation'. If your validation has tons of different paths, then it can often be better to go down ...

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