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#Flow756 discussing

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1,340 comments
  1. Today, 6:39 PM

    Hello! I am Alex and I work in Indianapolis. I am passionate about my family, gardening, and learning as many tangible life skills as I can to be a well rounded person. 

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I have a volunteering public resource calendar that uses two flows to add events: 

1. Volunteer Hours Not Linked to Shifts: Each time volunteer hours are confirmed, an event is added to the calendar showing the shift start and end and the volunteer. This flow is working exactly as I want it to.  

and 

2. Volunteer Shift Records: How I *want* this to work is that, when a new volunteer is added to a shift,  

a. the shift name updates with the number of volunteers committed (this part is working) 

b. the WhoID adds the new volunteer to the event. This is the part that is not working exactly as planned. 

 

The way I currently have the flow set up is that 

1. It fires when a volunteer shift is created or updated.  

2. The flow retrieves any event records matching the volunteer shift through the WhatID, and hours and event relationships are retrieved for a matching event record if one exists. 

3. The flow loops through volunteer hours records associated with the shift, checks the event relationships for a matching contact ID (Hours>Contact>ContactID = Current Item from Loop Through Who Relation>Relation ID), and adds a new Event Relation for any contacts not already accounted for in the event record.  

 

What is actually happening is that the first contact added to the shift is added to the event as planned. I even had one time when the second contact was added successfully, but, otherwise, the flow just updates the number of volunteers associated with the shift (this is built into the event subject), but does not add the new contact to the list of contacts in the WhoID.  

 

What am I doing wrong??  

 

#Flow  #Volunteers For Salesforce (V4S)  #Calendars

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Hi community,  

 

I have a custom object with many record types. The object has a custom field called "Status" with the values "Pending", "Approved" and "Not Approved" 

 

I want to restrict editing of any kind, field edits, use of actions, buttons, etc on the record if the status is set to "Approved" or "Not Approved". I want to lock it down. Period. 

 

I originally turned to a validation rule, however, noticed because validation rules trigger before after save flows/triggers i was running into all sorts of automation issues. I updated the flows trigger conditions to accommodate the status. 

 

I then got my validation to work as intended, however, it does not stop the user from clicking related list actions, actions found in the header, etc. So i started turning to lightning record page filters, etc, however I can't get specific to each action, only components. And I know the limitations with dynamic actions at the moment. 

 

Anyone have any ideas? I'm guessing APEX is required here? 

 

#Validation Rules  #Apex  #Flow

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I have a flow thats set to send me a notification email if a line items is added to the quote with $0 list price. however, i'm getting this error message. I need it to be list price because that field is locked (whereas sales price our reps can edit and put anything) but we really need it to be if the list price = $0. Any ideas? 

 

list price.png

 

 

#Trailhead Challenges  #Salesforce Developer  #Flow  #Data Management  #Reports & Dashboards  #Salesforce Admin  #Formulas  #Salesforce  #Quotes

1 answer
  1. Today, 5:50 PM

    Have you tried ListPrice is Less than 1? Can you tell me about the list price field? If it is a formula field try using a different field such as price.

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We have the Account hierarchy  

TestP -->Parent Account 

TestC -->Child Account  

both parent & child accounts have related contacts TestConP & TestConC respectively. 

Via screen flow i want to display Contacts list from parent & child accounts on Parent Account lightning record Page. 

 

Suggest me the approach like what should be filter in get contact record 

 

#Flow  #Screen Flow  #Salesforce Developer

1 answer
  1. Today, 4:55 PM

    For your specific use case you'll want to add a Get Records element for Accounts first where ParentId = TestP.Id to get the child AccountId, then the Contact Get Records element filters will be AccountId = TestP.Id

    OR TestC.Id. 

     

    To make it scalable if you see a future state where the parent might have multiple child accounts you would need to get all of them and assign the ids through a loop to a variable and then get all of the Accounts that way. But for your example where there's only one child Account the above should work. 

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hello team  I built an approval process for one of the approval  action I want to use flow but  when I click on flow to add as an action it's not showing the available flows . I want to know is there a way to add  the flow  to the actions .  Thank you   

6 answers
  1. Eric Praud (Activ8 Solar Energies) Forum Ambassador
    Yesterday, 1:52 PM

    Hi, 

     

    Unfortunately, it is not yet possible to add flows as approval actions. It shouldn't show as an option for approval actions yet. It is on the road map but not sure when that will be out

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In my org, we have an integration with a third party that tracks certain aspects of a contact, i.e. if their last known property has gone up for sale. It will then send an 'Insight Activity' to our org. From there, I have created a flow that will create a task record for the user and then notify the user when this task is created for a contact. However, sometimes the integration will send over two insight activities for the same record. These activities come over at the exact same day and time, so when they run through the flow to create the task, it is created two tasks for the same contact and then notifying the user twice.  

 

I have the 'Check for Matching Records' box checked and certain fields selected to check for a matching record, but it is still triggering the task twice. Is there something else I can do to prevent the task from being created twice and then the bigger issue, the user from being notified twice? 

 

Screenshot 2025-02-13 153444.png

 

 

 

#Flow

1 answer
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Developed some screenflows launched from buttons on the record. 

 

Stuck the UnofficialSF Navigate Everywhere action at the end to reload the record as we have a screen flow on there displaying stuff that needs refreshed when the button screen flow finishes. 

 

Worked beautifully in the sandbox but will do diddly squat on Production. 

I can see the little loading circle come up briefly but nothing happens. 

 

There's no permissions to assign as these are just flow actions. 

It doesn't require their flow base packs. 

I have the latest version installed for all users. 

 

Any idea what the issue might be before I give up and use returls instead? 

 

@Salesforce Flow Automation 

1 answer
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I want to create a Screen Flow that is used when a sales opportunity is marked as "Closed - Lost."

 

The flow should

send a report created by the sales representative to the sales manager via email.

Currently, the debug runs successfully, but even after activating and running the flow, the email is not being sent.

I want to solve this problem, but I have no idea how.

Also, when I run the Screen Flow and click the "Submit" button, where is the data stored?

 

Is there any way I can check where the values are being saved?

I've been struggling alone for over 10 hours, but I have no clue what's wrong.

 

Can you take a look at my flow below and help me?

Thank you! 🙏 

 

 

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I have flow that using the http callout action.  I want to store the payload that sent in the action in salesforce, so in case I got a failure I will be able the payload and try to what the issue was.  I didn't find any solution to do it without code.  I would like to hear if you have any ideas   

3 answers
  1. Today, 1:27 PM

    One workaround is to create a Text Variable in your flow and manually assign the request payload to it before making the HTTP Callout. Then, you can pass that variable into a custom object field for logging purposes.

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