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I would like for a record triggered flow to trigger after a calculated rollup occurs that updated the value of the field on the parent object (Coach).  It is currently not triggering upon change, even though I have added the 'Is Changed' to the Entry Criteria for the flow.  Should this be triggering, or do I need to add the DLRS action to the flow to calculate the fields (again) in the flow? 

 

Screenshot 2025-02-25 112346.png

 

I have previous added in these actions, but it seems redundant.  Are they still needed? 

Screenshot 2025-02-25 112445.png

 

#Flow  #Salesforce Admin

 

 

#Automation  #Flows

1 answer
  1. Today, 8:24 PM

    @Maria Smachetti

     

    Record-triggered flows in Salesforce do not automatically trigger when a Declarative Lookup Rollup Summary (DLRS) field updates unless that update happens as part of a standard Salesforce operation (e.g., record edit and save by a user). Since DLRS updates records asynchronously in many cases, Salesforce may not register the change as a normal record update, preventing the flow from triggering.

    You can try either of these solution Options (I usually prefer solution-2 for myself):

    1. Enable Realtime Calculation in DLRS: If your DLRS is set to run in scheduled or developer mode, it won’t trigger a flow. Instead, set it to realtime mode so that the rollup recalculates when related child records change. This will ensure the record-triggered flow fires upon update.
    2. Use a Scheduled Flow Instead: If real-time DLRS calculation isn't an option, create a scheduled flow that runs periodically (e.g., every hour) and checks if the rollup field has changed.
    3. Workaround with a Helper Field: If DLRS updates do not register for flows, create a helper checkbox field like Rollup_Updated__c. Modify DLRS to check this box when the rollup updates, and then use this field as the trigger for your flow.

    Let me know if these work for you.

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#Automation  #Flow  #Data Management

1 comment
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Trying to use the Approvals App to view pending approvals as outlined here: https://help.salesforce.com/s/articleView?id=platform.automate_automated_approvals_manage_view_work_items.htm&type=5    However, the list is coming up empty, even after assigning an approval to myself (I'm on the System Admin Profile and using a Standard Approval process, not AA.)    The approval request is visible on the record's Approval History related list, but as a ProcessInstanceWorkItem. I notice the related list from the Article is for the ApprovalWorkItem object.    I'm wondering what the difference is between ApprovalWorkItem and ProcessInstanceWorkItem objects, and why is my approval process creating one over the other?     Thanks in advance!       

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Can you set up Salesforce approvals based on User Hierarchy so the approval will always route to the person above them in the hierarchy?    

3 answers
  1. Yesterday, 3:34 PM

    @Jenna Weltz You can create a 'Hierarchical Relationship' field on the User Object. And select this field. However, you will have to manually populate the values in this field on the user record.  Or you can use a trigger. In the example screenshot below, I created a custom field titled 'Skip Manager' of the type Hierarchical Relationship on the User Object.  

     ApprovalProcess_SkipManagerApproval.jpg

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For example I have a list of people and their webinar topics. I want a person on the list to be able to trigger the workflow and then update the top field for their row. I can't figure out how to get the workflow to update the record for the person kicking off the workflow. I actually can't even get the workflow to launch. I am guessing it is an issue with list item: person, but I can't figure it out.   

1 answer
  1. Yesterday, 12:41 AM

    Hi @Megan Akins, are you working on a Flow or a Report? Could you give more information on which Object you are working on or if this pertains to a certain Trailhead module? Thanks!

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Hi I want to get in Salesforce I’ve been doing trailhead I haven’t finished.Whst are the next steps for me to explore and get my admin cert. Like I really want to learn and take this seriously02-21-2025-21:10:19-0.jpg#Marketing Cloud #Trailhead Challenges #Trailhead #Salesforce Developer #Sales Cloud #Service Cloud #Nonprofit #New Releases #Analytics #Automation
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I’m trying to bulk add the same line of text in the same text field across multiple accounts. I’m currently clicking into every account and pasting the same line of text in a text field.

 

The ideal workflow would be: select all accounts > edit ‘Notes’ text field > past one simple line of text > save

 

Is this possible without administrative privileges or external programs? - Thanks!

2 answers
  1. Feb 21, 5:54 PM

    Hello @Patrick McDonagh, I believe you will save a lot of time if you use DataLoader for this task, prepare a CSV file of data for all your accounts, and upload it in Salesforce.  

     

    Or alternatively, you can use inline editing functionality. Or even you can use "

    Salesforce Mass Editor" extension to edit multiple records in lilst view. 

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Hi all,

I'm facing a serious problem: I need to make sure that all my users send their emails from Salesforce through Office 365. It's a prerequisite by our IT department. I have highlighted this several times, sent Chatter messages, gave trainings - just to learn by coincidence that most users haven't changed their settings and happily send emails through Salesforce.

 

So I set out to force them. But all I found were dead ends:

 

Screenshot 2023-01-16 103502.png

- The "Send through Salesforce / Send through Office 365" field is not available in Setup -> Object Manager -> Users

- It's also not available in Flow

- I can't set a default, not even for new users

- The field isn't even available in Reports

- All I can do is export User info via DataLoader and look at the "Sender Email" field (Is it possible to report on the 'My | Salesforce Trailblazer Community)

 

My last resort is to log into every single user account (200+), change the radio button manually, then log out again. Argh.

 

Does anybody of you have any idea? A clever way to approach the field via Flow? Set a default and hide the unwanted options? 

Or at least report on the field? So that I can contact users with wrong settings personally? 

Maybe there is a way to report on outbound emails, do they show the way they were sent?  

 

I'll be forever grateful for any help on this, thanks a lot in advance!

Sabine

3 answers
  1. Andrew Russo (BACA Systems) Forum Ambassador
    Jan 16, 2023, 11:54 AM

    you can run this soql query.

     

    userpref.PNG

     

    select id, username, UserPreferencesSendListEmailThroughExternalService from user
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Just learning workflows and how they can interact with lists and threads, and I have a couple of questions.   

  1. If I use a workflow to create a list item, create a message, and finally create a related thread from that message, is there any way for the new list item to have a reference back to that thread or message?
  2. If I use the workflow to create the list item and message but do NOT create a related thread, is there any way to notify the user who ran the workflow that someone has STARTED a thread from that message?

Thanks in advance!!       

 

#Automation  #Slack Workflow Builder

1 answer
  1. Feb 12, 5:13 PM

    A related request - It would be super helpful if you could choose whether the icon on the workflow post to a channel is the workflow avatar (like it is now) or the avatar of the person who generated the post. For example, if I'm Suzie Sales Rep using an Ask a Question on a product channel, I want to see Suzie's face on the post on the channel.

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