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.
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Issue with After Context Trigger on Account, It either updates field on Account or Related Records but not both
My Trigger needs to update Geo Location on Account and Related records(Locator) whenever there is an address change (Account) during create, update also when the address is removed geolocation should ...
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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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Not able to test the Summer ’26 release update
I’ve manually completed the steps for Summer ’26 release update for Enforcing No-Argument Constructor on Apex Classes Used for Invocable Action Parameters in my sandbox and also enabled the Test Run. ...
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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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How can I send one daily summary email per owner with overdue or stale Opportunities and Tasks using Flow + Apex in Salesforce?
I’m trying to build a Scheduled-Triggered Flow in Salesforce that runs daily and sends a single summary email per owner.
The purpose is to avoid sending multiple emails — I want one email per ...
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Flows created from the “Migrate to Flow” tool fail to activate
My situation is as follows: I used the Migrate to Flow tool to convert workflows into flows in a sandbox environment, then released those flows to another sandbox. When I tried to activate the flows, ...
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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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Custom Decision Tree "flows" for business users... has anyone implemented something like this?
Our business is asking for a decision-tree type of solution where the business users can create their own "workflows" with steps shown to the user 1 at a time. Basically, some of our ...
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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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The equals operator can be used in report URL parameters, but has anyone found a way to use other operators (e.g., <, >, <=, >=, etc.)?
Question: I know that the equals operator can be used in report URL parameters, but has anyone found a way to use other operators (e.g., <, >, <=, >=, starts with, contains)?
Context: I’m ...
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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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Scheduled flow and subflow error handling question
I have a scheduled flow that pulls a batch of NPSP Payment records and sends them to a subflow that creates invoices that it sends to Stripe for processing. The subflow has a fault path that captures ...
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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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How do I populate Log Entry Fields from a flow with Nebula Logger?
I wish to populate the pre-existing fields on the Log Entry object, however, when I select an action from my flow, I don't see an option to populate those fields. Eg "Flow Process Type" or &...
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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 ...
