Questions tagged [salesforce-flow]

49 questions
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Query Permission Sets for "Manage Flow" new summer 23 release item

Is it possible to run a query to see which permission sets the Manage Flows = True? With the new summer 23 release there is an option to be more pragmatic with the Flow Permissions in Permission Sets & Profiles (Create/Update) etc..We just want to…
J B
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How to check if no new opportunity has been created in past 1 year for an account in salesforce?

I've to create an automation process to check that no new opportunities has been created for an account in past 12 months and update the account field based on that. Tried process builder, but it doesn't seem to work.
Archie
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How do I get a variable back from a flow?

I have a flow in SalesForce which creates a new object record and populates its fields. I then set a variable vAddendumId in the flow. I would like to be able to reference that Id on the corresponding VisualForce page controller, but I'm having…
VictorKilo
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Salesforce Screen flow Datatable

The source collection in the data table of screen flow can hold record collection. Is it possible to show data from multiple sources like wrapper class? I want to show the list of Contacts along with their distance from the given location. User…
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Opportunity not showing the related list product

I have created a flow to create the opportunity from account and opportunity is creating fine but product in related list not showing. How we can add product to related list while creating the opportunity from flow.
Amit Kundu
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Validate Input for Text field in Screen flow is not working

I am trying to Validate input of text field conditionally. But its not working. When i debug the flow it's not validating the input. I've tried ISBLANK(), ISNULL() also but no use.
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Is there a good way in Salesforce to use an Apex class to split a full name string into first name, middle name(s), and last name?

I'm trying to make some of the automation at my org more accurate, creating Contact records when a custom Full Name field on an Opportunity record is added for the first time, but I'm having difficulty implementing it. In the interest of making it…
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Roll up using Flow builder Salesforce

I have two custom object expense and cost centre ,cost centre is lookup from expense object,so using flow builder i want to update All Forecast Spending and My Forecast Spending with related expenses.how to acheive this use case? i want to update…
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LWC FlowAttributeChangeEvent issue

This is my variable textVal==>{"Basin":["Atlantic"],"Storm…
satheesh
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Cannot find the post method when doing a httpcallout through flows to convert an opportunity to salesagreement

In Salesforce, I am trying to convert an opportunity to sales agreement through HTTPCallOut Action using flows and it does not give me an option to select the POST method, it only has the GET method. I created a legacy Named credential with the URL…
bb21
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Flow.CurrentDate returns System date or User date

Flow.CurrentDate returns whether System date or User date? Is it similar to System.today()? I am Expecting Flow.CurrentDate returns User date, but i am worried whether it will return user date or System date. Please confirm
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Updating Flow Status From Active to Inactive using Tooling API

Is it possible to update flow status from Active to Inactive using tooling API Used OTP tooling api to update flow with below body {“Metadat”: { “Status”: “Inactive”}}
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Salesforce use Date/Time Field in Get Records with Flow

I try archive the following: After 24 hours an EMail was sent I like to sent a follow up. My problem is, I need to use a Date/Time field to identify the records, because MessageSent from EmailMessages is a Date/Time field. Is there a way without…
ioSven
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Salesforce Pause Flows standard component

I am using the Pause functionality in screen flow. The pause flow is working and it is showing the paused flows in Automation Process. I want to show these flows on the opportunity page. I found a lightning aura component with apex class to show…
Hasan Zubairi
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Salesforce Data table selection to go to next screen

I am new to salesforce flow. I want to move to next screen when a data is selected. Not with the next button. Is it possible to change the screen with some other action other then the buttons provided in the screen flow.
Hasan Zubairi
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