Questions tagged [visual-workflow]
Visual Workflow allows administrators to build applications, known as flows, that guide users through screens for collecting and updating data. For example, you can use Visual Workflow to script calls for a customer support center or to generate real-time quotes for a sales organization.
3,248 questions
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Data-cloud triggered flow has an error when being activated
I created a data cloud triggered flow. I could save it, however I cannot activate it. I tried adding the permission set Data Cloud architect, Data cloud user, however upon activating it, I receive a ...
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Salesforce After flow is not working as in the Salesforce order of execution
CONTEXT: I have followings in my org, One of the object have 2 separate after save flows, 1st after save flow update the Status field value to Active and 2nd after save flow have some logic if the ...
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Flow Sending an Email Reminder
I want to send a reminder to a salesperson when the expected close date is past due by 1 day and then to the salesperson and manager after a week and continue until updated. How do i build a flow for ...
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Trigger screenflow when Child updated from related list
I need to display a Screen Flow popup when a record is updated from a related list, but only when certain conditions are met. I know about the “Detect and Launch Flow” from UnofficialSF — it works ...
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Test flow: problem with required reference field for Initial Triggering Record
I want to create a test flow for a flow that fills a certain field at creation of an XYZ__c object. Several fields of the XYZ__c object are required and one of them is causing problems: it's a ...
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Flow not triggering in Field Service Lightning when Service Appointment is created by Technician
I have a Flow in my Salesforce org and I'm facing an issue related to Field Service Lightning.
Flow Details
Flow Name: Service Appointment Updated - Creation Flow
Type: Record-Triggered Flow (on ...
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47
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Method invoked managed apex action not matching flow version
The new Winter 26 release of Salesforce is in my sandbox. I wrote code that will recalculate tax and apply the difference to each OrderItemSummary line, using "Flow Core Action for Order ...
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Flow path appears differently for some users
In screen flow, Progress Indicator Type is set to Path: Top of screen :
However, for some users when they launch the flow progress is shown as Simple: Top of screen :
What could cause the issue that ...
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FlowScreen Output Variable is Reset When Navigate Back to FlowComponent Using Previous
I have two lightning_FlowScreen components.
The first flowscreen component delivers output (through targetConfig property) that can be used as an input variable for the second flowscreen component.
...
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ISNEW() / ISCHANGED() not working in Flow entry criteria for Lead Status [duplicate]
I hope you’re all doing well.
I’m building a Record-Triggered Flow on the Lead object, and I want the Flow to run whenever a Lead is created or when the Status field changes.
At the Flow Start, I set ...
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Passing SObject datetime to SObject datetime in Flow throwing error
I am trying to pass two datetime values from a child SObject to its parent SObject's datetime fields in a Flow using an Update Records element; fails every time. I can update the parent fields using ...
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Why do milestone actions only allow flows created from the “New Flow” option?
I’m working with the new “New Flow” option available in milestone actions (Entitlements and Milestones – Winter ’25 feature). According to the release notes, the process to add a flow is:
Open the ...
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How to Send Email with Messaging Session Images Using Flow?
I’m working on a Salesforce setup where customers send SMS with images via Messaging Sessions, and I need to send an email notification to my team with those images included when a new case is created....
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Creating a Record Trigger Flow that stops users from buying an item
I am trying to figure out how to create a flow that stops underage buyers from ordering certain products, for example, weapons.
Every time I try to debug, the get record elements for both contacts and ...
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Invoke Record Triggered Flow From Apex
I have a requirement where:
Whenever a case record is updated so that Boolean__c = true && source__c = email - An async path will call a prompt, take certain actions like (trigger email ...
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Running platform event triggered flow as a custom user Id
So I have created a platform event and it has a field called UserId__c. I also have a platform event triggered flow for this platform event. Now I would like to run this flow in the context of the ...
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Do Validation Rules on objects prevent changes from any source?
We're in an unfortunate situation where it appears that some automated flow that we can't pin down is modifying some Contact records. I would like to get to the source of this, but in the meantime, I'...
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Flow to send email alert when next action date is current date (opportunity)
Currently working to create an email alert when the next action date is met. I have tried several methods including Triggered and Scheduled flows.
I have tried using the get record action but found ...
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How to change background color of screen flow?
Someone know how to change the background-color of the Screen Flow? It's possible?
I tried to create a LWC Wrapper changing the background color, but had no success...
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Question on Output of Invocable Action for Calculating Business Hours Diff
I have an invocable action in flow that calls the business hours difference method to calculate the difference between to datetime fields. If I have business hours and org timezone in PST with 8 hour ...
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Trigger an email on user creation
I've been trying to create a flow that triggers a "Send Email" action when a new user is created, the flow should be optimized for "Actions and Related Records" sounds pretty ...
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Constructor of the VF pdf page not receiving any values from the invocable method
I have a flow that calls an Apex invocable method. In the invocable method I pass a custom class as parameters to a visual force PDF page.
Here is my invocable method, the constructor called from the ...
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I cannot see the record fields on the Assigment element on flow
I have a flow that sends a task to a user/s.
Here are the elements below
However when I add the assignment element, I couldn't see the record fields and only relationship fields to pull out the ...
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How does flow bulkification work for invocable Apex?
My question is exactly similar to the one here
I have a record-triggered flow with async path. I do a Prompt action for case record and receive a JSON string as response.
I pass this string response ...
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Asynchronous After Insert Record Trigger Flow Processes the Updated Version of Record
I created an after-insert-record triggered flow that runs asynchronously. The problem is that after the record creation, another process updates the record's field immediately.
On the record-triggered ...
