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#Flow151 debatiendo

Need Employee Onboarding Automation  

Scenario: When an Employee record is created: 

• Create a User record  

• Assign Permission Sets  

• Send Welcome Email  

• Create onboarding tasks  

Questions: 

• How would you design the Flow?  

• What actions require After-Save Flow?  

• How would you handle failures?    

 

@Salesforce Flow Automation 

2 respuestas
  1. Hoy, 18:02

    Hi @Rohit .

     

     

    I would use an After-Save Record-Triggered Flow on the Employee object, since the automation needs to create/update related records and perform actions. 

     

    Flow Design: 

     Employee Created → Create User → Assign Permission Set → Create Onboarding Tasks → Send Welcome Email 

     

    Why After-Save? Creating a User, assigning a Permission Set, creating Tasks, and sending notifications are actions that should happen after the Employee record is saved. Salesforce also documents Flow-based automation for assigning permission sets to users.  

     

    Failure Handling: Add Fault Paths to the important Create/Action elements and route errors to an error-handling path (for example, log the error and notify an admin). Also check prerequisites such as duplicate Permission Set Assignment before assigning it.  

     

     Make sure the Flow's execution context and permissions are appropriate for the operations it performs.  

     

    This keeps the onboarding process automated, maintainable, and easy to troubleshoot.  

     

    Hope This Helps!!

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I have a screen flow which displays a Text Area field using the "Record Fields" feature. We recently ran into an error when trying to save a record via this flow.

 

The text area field was populated with 255 characters which included a line break. Since 255 characters is the max that is permitted, the field allowed them to enter it. However, when they clicked Next and flow tried to save the record, it threw an unhandled fault error. The error in the email was "data too large".

 

I filed a case with support and was told that this is working as designed - that line breaks are counted as two characters, and the agent gave me a link to this Known Issue from 2014: https://issues.salesforce.com/issue/a028c00000qPxmMAAS/inconsistent-line-break-in-long-text-area-field

 

My thoughts are that if a line break is counted as 2 characters when saving, it should be counted as 2 characters when the user is entering data as well, so that the field stops them from entering more  characters than will be permitted when saving the record. I hope this is something the flow team can fix! (The current workaround suggested by the support agent is to add a note on the screen which warns not to use line breaks in the input, but that's not an ideal solution IMO.)

 

Thanks in advance!

7 respuestas
  1. Hoy, 10:50

    This does need fixing. Telling admins in a help centre article to just make the text field longer or add a note is incredibly poor advice, especially since thre is no easy way to show how many characters are left in the field.

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Hi everyone! 

 

I am trying to configure a new screenflow to have it's Uploaded File's name mapped into a text field.  I tried creating a Variable (Text-Collection) and added an Update Records element after the screen in an attempt to map it, but I can't get it right.   

 

What am I doing wrong here? 

 

Help with mapping attachment names into a field

 

image.png

 

image.png

 

 

 

 

 

#Flow  #Screen Flow  #Flows

8 respuestas
  1. 4 sept, 20:27

    @Himanshu Shekhar

    I put:  

    Content Document ID= File Upload > Related Record ID but it's not working and I can't find Title like you mentioned.  

     

    Also, if I don't do the loop and if the partner submits 2 more more attachments, will it just capture one documents' name?  If so, that's still perfect.  This File Name field will populate into another related object's text field.  

    I put: Content Document ID= File Upload > Related Record ID but it's not working and I can't find Title like you mentioned.

     

    image.png

     

     

     

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I have an issue with using apex defined variable. 

 

I call apex method to get data as a collection of Apex defined variables (let's call it 'Record' with recordID, recordName fields). 

- data is retrieved correctly 

- data is used in data table element in screen flow 

- user can select multiple rows -> debug shows that selectedRows contains correct data 

 

Transform element (same issue with assigning within a loop) is used to create text collection with selected recordIDs. 

When creating Transform element I can map:  

ScreenDataTable

 / selectedRows / recordID to collection of text variables. 

save 

no error 

refresh page 

error 

  • You can’t activate this automation until you resolve 2 errors.
  • transform_element_label
  • The flow metadata specifies the value “DataTable.selectedRows[$EachItem].recordId__NotFound” for elementReference, which isn’t available to the flow. Enter a valid resource.
  • The element has an invalid reference to "DataTable.selectedRows[$EachItem].recordId__NotFound". 

 

When I open transform element, mapping is displayed as  

DataTable / selectedRows to collection of text variables 

instead or original 

DataTable / selectedRows / recordID to collection of text variables. 

 

When I tried with loop+assignment, after refresh assignment showed recordId__NotFound with error. 

When I retrieve flow's XML, I see that 'recordId__NotFound' is referenced. 

 

Any idea? 

 

#Flow

6 respuestas
  1. 4 sept, 15:04

    Resolved. 

     

    Issue was similar to: 

    Flows assignment elements throws error with field __NotFound References after 258 release | Issue Details | Salesforce Help

      

    In my case, selectedRows from data table could not be used directly. 

    I created variable to store collection of selected apex-defined variables. 

    In data table's advanced settings I selected 'Manually assign variables (advanced)' and mapped selected rows to new variable. 

     

    That resolved the problem.

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I’m migrating our Process Builders to Flow before the December 31 deprecation. 

 One of my Process Builders has

74 versions, but the “Migrate to Flow” tool always migrates version 1 instead of the latest active version.

Also, when I try to migrate a record-triggered Process Builder, the tool converts it into an autolaunched flow instead of a record-triggered flow.

Has anyone faced this issue? How can I force the tool to pick the latest version and migrate it as a proper record-triggered flow?

1 respuesta
  1. 21 nov 2025, 08:02

    Hi @Jaya Surya S - Is this issue only for a process builder? For me it worked well. I did that almost a year back. 

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I have a flow that guides users through a manual lead conversion, when converting to an opportunity they are able to select the opportunity record type that they want to create.  However the flow will give them the option of every available opportunity record type, not just the ones they have permissions for.  Is there a declarative solution to this , to only show the ones they have permissions for, without using an apex class? 

 

#Flow  #Record Types  #Permissionset

3 respuestas
  1. 20 ago, 12:54

    Hi Carolyn - the catch is that RecordType is metadata every user can read, so a Get Records or Record Choice Set on RecordType always returns them all, regardless of who is assigned. There is no native 'filter record types by assignment' in Flow. Two routes that need no Apex you write or maintain: 

     

    1. UnofficialSF's 'User-Aware Record Type Picker for Flows' - a free installable screen component built for exactly this; it shows only the record types the running user is actually assigned. Cleanest option if you are OK installing a component. 

     

    2. Pure-native with Custom Permissions - create one Custom Permission per opportunity record type (or per group), assign each on the same permission set that grants that record type, then set each choice's component visibility (or a Decision) on the running user having that permission via Permission.YourCustomPermission. 100% declarative; the trade-off is you maintain the mapping, so it fits best when the record-type count is small. 

     

    Tip: also run the screen flow in User Mode so field/record access is enforced - just note User Mode will not filter the record-type list itself, since that is assignment, not record access. 

     

    If this helps, please mark it as the Best Answer so it helps the next person - thanks :)

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Salesforce Flow Assignment: Insurance Claim Processing

Business Requirement

An insurance company wants to automate its claim review process using Salesforce Flow.

When a new Claim is submitted, the system should first execute a Fraud Detection Subflow. The subflow returns the following values:

  • Fraud Score
  • Risk Level
  • Recommendation

After receiving the results, determine whether an investigation is required.

An investigation must be created if any of the following conditions are true:

  • Fraud Score is greater than 50
  • Claim Type = Fire
  • Claim Type = Medical Fraud

If an investigation is required:

  1. Create an Investigation record related to the claim.
  2. Automatically assign an available Investigator.
  3. Create a follow-up task for the investigator.

Next, verify that all required claim documents have been uploaded. The required documents are:

  • Claim Document
  • Photo
  • Police Report
  • Medical Report
  • Invoice

Use a Loop to evaluate each related document.

If any required document is missing:

  • Create a task named Upload Missing Documents.
  • Assign the task to the claim owner.

If the Claim Amount is greater than $100,000, update the claim priority to Critical.

Update the claim's Approval Status according to the approval stage:

  • Pending Manager Approval
  • Pending Director Approval
  • Pending VP Approval

Create a Scheduled Path that runs 48 hours after the claim enters the approval process.

If the claim is still pending approval after 48 hours:

  • Create an Escalation Task.
  • Notify the Manager.

Configure email notifications for the following events:

  • Customer receives a "Claim Received" email.
  • Manager receives an "Approval Required" email.
  • Investigator receives an "Investigation Assigned" email.
  • Finance receives a "Payment Approved" email.

Implement proper Fault Connectors throughout the flow.

If creating a task fails:

  • Create an Error Log record containing:
    • Flow Name
    • Record ID
    • Running User
    • Error Message
    • Date and Time
  • Notify the System Administrator.

#Salesforce Admin  #Salesforce Developer  #Flow

2 respuestas
  1. 4 sept, 04:20

    Hi @Rohit .

     

     This is a great real-time Salesforce Flow scenario. It covers key concepts such as 

    Subflows, Decisions, Loops, Scheduled Paths, Fault Connectors, Tasks, and Email Notifications. A very good assignment for practicing end-to-end Flow automation.  

     

    Possible Flow approach: 

     

    Record-Triggered Flow (Claim – After Save) → Call Fraud Detection SubflowDecision for Fraud Score/Claim Type → Create Investigation and assign Investigator → Create follow-up Task → Get Related Documents + Loop to identify missing documents → Create “Upload Missing Documents” Task → Update Priority to Critical if Claim Amount > $100K → Update Approval Status based on Approval Stage → Scheduled Path (48 hours) for escalation → Configure required Email Alerts → Add Fault Connectors for Task creation and log errors in an Error Log

     record, with an admin notification. 

     

    This approach keeps the automation modular, scalable, and easier to maintain.  

     

    Hope this Helps!!

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User Gets "Insufficient Privileges"  Situation:  User clicks a custom button and receives an "Insufficient Privileges" error.  Answer:  Check:  • Object permissions   • Apex Class access   • Visualforce page access   • Lightning Component access   • Custom Permission assignments    

1 respuesta
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 Hi folks,

I have a Flow to send an email to either an Active Contact Owner or shared email address if Inactive Contact Owner when an email bounces.

 

I am using the EmailBouncedReason field to trigger the Flow

EmailBouncedReason IsNull = False

 

As best as I can test this using debug, it seems to work but it's not working in real life, no errors but no email bounced alerts

Any thoughts?

I'm sure I'm missing something obvious :-( 

Anyone created a Flow to do this?

7 respuestas
  1. 3 sept, 13:29

    @John Sadler @Dominik Tautz Found a solution -  use the IsBounced field on EmailMessage to trigger the flow! it worked for me. 

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we have finical account with investment record type. we have quick action button call "create service catalog request " this button call flow. 

expected sloution; click on action then the flow calls and check record that have any existing service catalog request with draft request status , if it is true show the error msg like edit the draft and use.  

false-check the flow type and create the service catalog request , show the toast notifaction and action open that new created request. 

actual solution :  the service catalog request is toast msg is coming but the  "your flow finished" msg is poping up and need manual closing and not opening the  service catalog request . 

this working other envirments (sandboxs)only faiing after the winter27 realese  

 

#Financial Services Cloud  #Salesforce Developer  #Flow  #Quick Actions  #Salesforce Admin

2 respuestas
  1. 3 sept, 16:27

    Hi Eeswarini, 

     

    Since this worked before Winter '27 in the same design, this looks like a genuine regression in how the flow's finish behavior is being handled after the release — not a logic error in your flow. 

     

    Background: "YOUR FLOW FINISHED" appears whenever a flow ends without a screen as its last executed element. If your flow's last step is an action (like ShowToast) rather than a screen, Salesforce falls back to this default finish screen. If this wasn't happening before Winter '27 with the exact same flow, something changed in how the platform determines "last executed element" or how quick-action-launched flows auto-close. 

     

    Fixes to try: 

    1. Add a final Screen element at the very end (after ShowToast), with header and footer removed, and use a Navigation-type action (e.g., NavigateToNext or similar Unofficial SF flow action) to auto-continue/close instead of a real screen the user sees. This is the standard workaround regardless of the regression, since it forces flow completion via a screen node rather than relying on default finish behavior. 

    2. Check the Quick Action's flow settings on the record page — Winter '27 changed some Flow/Quick Action finish-behavior defaults; confirm "Reload page after finishing" or the flow's finish handler config still matches your prior sandbox setup. 

    3. Compare flow versions/metadata between the working sandbox and the affected environment — if this environment got the Winter '27 upgrade first, check if a newer flow runtime setting differs. 

     

    Given it's release-tied and reproducible, I'd also open a case referencing "screen flow finish behavior change post-Winter '27" — if this is a genuine platform regression, Salesforce needs it logged to fix it broadly, not just worked around per-flow. 

     

    Reference:

    https://unofficialsf.com/navigate-everywhere-flow-action/

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