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Nonkululeko Mudau (Salesforce Admin en Mudau)
11 jun 2025, 7:49

Hi Salesforce Community,

I’m currently working on building a Scheduled Flow using a Record-Triggered Flow to automate follow-up communications for Leads. The goal of the flow is as follows:

  • When a Lead is created or updated, an email is automatically sent to the Lead.
  • If the Lead doesn’t have an email, a Task is created instead.
  • The flow checks if the Lead has replied and updates the Stage accordingly.
  • If there’s no reply within 48 hours, a follow-up reminder is triggered.
  • If still no response, a follow-up email is sent after 7 days.
  • If the Lead replies at any point, the Stage is updated appropriately, and further automation stops.
  • If there's still no reply after 7 days, another final follow-up email is sent.

I’ve successfully built most of this logic, but I’m running into an issue with the scheduling of conditional wait times (48 hours and 7 days). The flow doesn't seem to move from one scheduled path to the next based on whether a Lead has replied or not — it appears stuck or unresponsive to reply status changes.

Has anyone in the community encountered similar challenges when working with scheduled paths and conditional logic in Record-Triggered Flows? Any best practices, design patterns, or resources you could share would be greatly appreciated.

Thanks in advance for your support and insights! 🙌 

 

#Schedule Triggered Flow

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Fahad Karim (Salesforce Developer en Adforce) ha publicado en #Flow
13 sept 2024, 10:39

I m doing Data And Action flow challenge 3

When I start Action Post To chatter in messsage I click chatter message but in Target Name or Id I can't seeRecord in global variables.

#Flow #Screen Flow #Scheduled Flow #LeadBeforeSave Flow #Flow Error #Flow Formula #Flownática #Flow User #Schedule Triggered Flow
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Sudipta Deb (Enterprise Architect en Silverline) ha publicado en #Salesforce
25 mar 2024, 15:22

[▶️]🔴🔥🎬  How to calculate number of open tasks per lead? Salesforce Flow Use Case

đź“Ś đź“Ś In this video, I am going to implement a use case using Salesforce Flow. The Use Case is to calculate number of open tasks per lead using Scheduled Triggered Flow.  

I will be using the new Flow Transform Element to implement the use case. I will be using the Transform Element’s Count Feature.

@The Blog Group

https://youtu.be/0oN8Rdn74mQ

 

[▶️]🔴🔥🎬 How to calculate number of open tasks per lead? Salesforce Flow Use Case📌 📌 In this video, I am going to implement a use case using Salesforce Flow.

 

#Salesforce #Flow #Schedule Triggered Flow

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Anand S (Technical Manager en Preludesys) ha publicado en #Trailhead Challenges
24 mar 2024, 6:05

Trailblazer Meetup '24 - 100 Days Challenge, participants will engage in activities focused on Salesforce fundamentals, Apex programming, and Lightning Web Component Training. This includes participating in running challenges and social interactions.

 

Tech Day-11 - Salesforce Lightning Flow  - 6th Apr 2024 (Sat)

https://trailblazercommunitygroups.com/events/details/salesforce-salesforce-user-group-chennai-india-presents-trailblazer-ninjas24-tech-day-11-lighting-flow-part-1/

 

Tech Day-12 - Salesforce Lightning Flow - 7th Apr 2024 (Sun)

https://trailblazercommunitygroups.com/events/details/salesforce-salesforce-user-group-chennai-india-presents-trailblazer-ninjas24-tech-day-12-lighting-flow-part-2/

Trailblazer Meetup '24 - 100 Days Challenge, participants will engage in activities focused on Salesforce fundamentals, Apex programming, and Lightning Web Component Training.

 

Join our 100 Days Challenges - It's 100% Free.

100 Hours of Salesforce Training : https://bit.ly/100HourOfTraining

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Note: Share this with your friends, colleagues, and final-year students who are interested in learning Salesforce as a career path. Let's contribute to our community by spreading the word!

 

#Trailhead Challenges

 

#Flows #Screen Flow #Flow Formula #Schedule Triggered Flow #FlowBuilder #Flow Error #FlowCallout #Flow User 

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Caitlynn PĂ©rez (System Administrator en UpNorth Distribution) ha preguntado en #Flow
26 feb 2024, 23:41
Flow Help: Update Accounts Based on a Reporting Snapshot

This one is driving me nuts.

 

I have a daily reporting snapshot feeding into an object. I am trying to get a flow to update Account records based on the Accounts captured in the snapshot.

 

Here is the Flow in its entirety:Flow Help: Update Accounts Based on a Reporting Snapshot

Starts as a schedule-triggered flow filtering only records within the snapshot that have a number greater than 21 in the Days Since Due field. Further context:

  • Days Since Due is a formula field on the object that stores the snapshots which subtracts Today() from a due date on a record captured by the snapshot. These numbers are populating correctly when viewing the snapshot records.
  • I have a separate flow running daily that deletes all snapshot records that were not created today, so there is no need to further filter records by date in this flow. It was a weird round-about solution of mine to simplify this flow, thinking it would fix my issues, but it obviously didn't.Screenshot 2024-02-26 152014.png

Next is a Get Records element that gets all the Account records that match the Account IDs that are captured in the snapshot. Besides the default Account record ID, it is only capturing a picklist field called AR Health Status from the qualified Account records.Screenshot 2024-02-26 152647.pngNext is a Loop element shoving all the qualified Accounts and their collected fields into a variable called AccountCollection.Screenshot 2024-02-26 153146.pngThe an Assignment element making the AR Health Status the picklist value of Super Bad (respect the naming schema lol).Screenshot 2024-02-26 153513.pngAnd then lastly, outside the loop, an Update Records element to update everything from the Loop and variable.Screenshot 2024-02-26 153649.pngBut NOTHING is updating! And the debug isn't giving me any errors to work with.Screenshot 2024-02-26 153918.png

Any advice from the community? :) thanks!

 

#Flow  #Scheduled Flow  #Flows  #Schedule Triggered Flow

5 respuestas
  1. Davis Johnson (SolomonEdwards) Forum Ambassador
    27 feb 2024, 21:58

    @Caitlynn PĂ©rez,

    If the collection is of type Account (same as the individual items you are looping), you would put that new collection variable on the left side of the operator, use add as the operator type, and use the current loop of the collection as the right side of the equation. Then, you'd reference that collection variable from your update element.

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Jerome Almejas (Salesforce Developer en Accenture) ha preguntado en #Flow
22 feb 2024, 8:14
Get Records from master-detail relationship.

I have an auto-launched flow in Case object. Case has a look-up relationship to Asset object and Service Contract object. Service Contract object has a master-detail to Service Contract Asset and Service Contract Asset has a look-up to Asset. In my flow, I want to get the Asset assigned to Service Contract but it is not firing. Here is how my flow looks like:

 

Fields:

Service Contract Asset.L_Asset__c lookup to Asset

Service Contract Asset.L_ServiceContract__c master-detail to Service Contract

 

Get Records from master-detail relationship.

 

SC2.png

 

SC3.png

 

#Flow  #Schedule Triggered Flow  #Salesforce Admin

5 respuestas
  1. Karan Kehar (Acxiom)
    22 feb 2024, 9:52

    Okay, then you don't have to use ServiceContractRecord variable if you are not assigning anything to it.

    Instead of using ServiceContractRecord  in "Get Service Contract Asset", use this

    GetServiceContractRecord.Id

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Maria Isadora Santana (Seedz) ha preguntado en #Flow
21 feb 2024, 18:44
Hello, I'm trying to make the text field: "Responsible's Name" only appear when the checkbox field: "Is the student a minor?" is selected in the box. But I'm not getting it, how could I do this in flow? Or another way?

#Flow  #Validation Rule  #Screen Flow  #Schedule Triggered Flow  #Automation

2 respuestas
  1. Salah Rahal
    21 feb 2024, 19:09

    Hello Marla, in your screen flow, go to the responsible's name field properties and then set visibility rules, your rule's logic will be to check whether the Is Checked property of the checkbox is equal to true or not. then run your flow and test according to your needs.

     

    Hello Marla, in your screen flow, go to the responsible's name field properties and then set visibility rules, your rule's logic will be to check whether the Is Checked property of the checkbox is equ

     

    Screenshot 2024-02-21 202554.png

     

    Screenshot 2024-02-21 202644.png

     

    Screenshot 2024-02-21 202657.png

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