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During the insertion phase, in a screen flow, I inserted two checkbox-type fields but when I go to the editing phase the value flagged during the insertion phase is not saved
#Flow
I have tried repeatedly to solve this and I cannot locate the issue. I'm creating a flow based on the following:
Object - Order
Configure Trigger - A record is created or updated
Entry Conditions - All Conditions Are Met AND
Field: Payment Type -> Equals -> Invoice Requested
Field: Status -> Equals -> Paid
Run flow - Only when a record is updated to meet the condition requirements
Optimize for Actions and Related Records
Action - Email Alert
Set Input Values for the Selected Action
Record ID
and this is where it goes wrong
Everyone has said {!$
Record.Id}, this doesn't work and isn't even an option for me to select from the many dropdowns. Looking for guidance on a resolution.Hello everyone. Just a little self introduction post. I'm a complete newbie walking into this career field and am hoping to learn a lot for myself and the company I work for. I'm really thankful to have been given this opportunity to start growing within a very technical and rewarding career field.
Hi,
I was wonder, I have a record trigger flow and a scheduler flow that both have a send email action, if I run in debug with rollback enabled will this send email if it hits the action or not?
Thanks
@Salesforce Flow Automation@Admin Trailblazers
Today, 3:34 PM When in debug mode with rollback enabled, all DML operations are reverted. However, emails are not rolled back because they are outbound actions and are sent immediately.
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Our work as a charity is extremely varied and the data we capture in salesforce to understand our impact is held across multiple objects - some standard. e.g. cases, opportunities, and quite a few custom objects e.g. training, training attendees, feedback etc. I want to create three high level dashboards representing each of our strategic objectives that pull through data about the activities that relate to those objectives from the various objects that correspond to that particular activity within salesforce, and then be able to filter that by date e.g. All time, this year, last year etc. As there is no common date field across these various objects, how is this achievable? I suppose you could have a dashboard for each objective built on reports that have been filtered to show the relevant data points for 'this year', then another for 'last year', but then you wouldn't be able to see everything over 'all time' unless you also had reports for that too. It feels a messy way of doing it and doesn't leverage the dashboard filters. I've considered using something like declarative rollups instead to provide high level stats into an 'annual impact record' i.e. one record for each year with all of the roll ups that correspond to the relevant activities under each objective. H we are using the standard edition of salesforce and have no plans to use nfp cloud where they have started building in impact measurement. ow would you manage this? Thanks!
Yesterday, 8:39 PM Did you ever find a good solution for this? I'm dealing with the same thing.
Hi,
I was migrating Process builder to Flow, and there was a functionality to send SMS using Messaging Notification.
I am getting error when try to send SMS. Error: Can’t send messages from this channel because the channel’s phone number is blocked. Ask your Salesforce admin to contact Salesforce Customer Support.
Please find the attached screenshots of Error, Flow 'Messaging Notification Configuration' & Process builder 'Messaging Notification Configuration'.
(I have put Queue in messaging channel, which is having only my account (one user))
Thank you so much.
On the Calendar object we have a New Event button on the top right and when I click on it it opens a pop up that allows me to create a new event. In the Related To field, is it possible to always have that set to Opportunity instead of the user having to click on the drop down and find it? When I click on it now it, it is automatically set to our custom object Account Associated Technologies objects.
Also, is there a way on the New Event button on the Calendar at the top right, to get it to have a dropdown to show a new action like on New Event Below:
Yesterday, 9:16 PM @LaToya Grier I get a sense from this Idea: Activity Related to Default | IdeaExchange
from 2007 it is not high on the priority list.
I may recommend looking into a screenflow that emulates the OOB functionality and allows you to pre populate for the Opportunity
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