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#Flow323 discussing

Hi everyone,

I’m currently working with Omni-Channel Flow in Salesforce and running into an issue with triggering it.

The flow works as expected when a Case is created via Email-to-Case. However, when I manually change the Owner of an existing Case to a Queue, the Omni-Channel Flow is not triggered, and no skills are assigned.

Here’s my current setup:

  •  The Queue is correctly linked to the appropriate Routing Configuration
  •  In the Routing Configuration, Skills-Based Routing Rules are disabled
  • I have a record triggered flow on Case object which reacts based on ownership change to Queue and invokes an Action and a "RouteWork" action

My understanding was that assigning a Case to a Queue should trigger Omni-Channel routing, but that doesn’t seem to happen in this scenario.

Question:

 

 What do I need to configure or change so that the Omni-Channel Flow is also triggered when the Case Owner is updated to a Queue?

Any insights or best practices would be greatly appreciated 🙏 

5 answers
  1. Apr 21, 6:55 AM

    I already got it... You need to run Add Skill Requirements and Route Work asynchronously in the Flow.

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I've been trying to complete this project for hours now. I have followed every step as mentioned but when I try to verify my step,  

"Step not yet complete in Einstein AI

Whoops, looks like there was a problem. Please try again." 

This error message keep on showing. 

 

#Trailhead Challenges  #Trailhead  #Flow  #Innovator2026

1 answer
  1. Apr 23, 8:47 PM

    Hi , 

     

    Please check if you have enabled this Prompt Template.

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1,972 comments
  1. Apr 23, 6:54 PM
    Hi Nathan! I am Calvin Duncan located in Charlotte NC. I am studying for the Salesforce Platform Administrator and would like to form a Virtual Salesforce Admin study group. Are you interested? Pass my inquiry to other interested parties.
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I have a very simple flow that is creating an action plan based of a record trigger on the Asset object.  

 

I keep getting an error saying that "This error occurred when the flow tried to create records: REQUIRED_FIELD_MISSING: Required fields are missing: [Name]." However the name field is part of the flow creation and even shows in the Debug Create details. 

 

I have done this type of automation tons of times and simply cannot figure out what could be causing it. 

 

For reference, there are no validation rules or record types on the Action Plan Object. 

 

Below is the flow in Debug Mode: 

 

 

Flow error creating Action Plan This error occurred when the flow tried to create records: REQUIRED_FIELD_MISSING: Required fields are missing: [Name].

 

 

 

#Flow  #Action Plan

4 answers
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I need to send emails to the community users but have to make sure that the email sent should not be counted in the daily email limit. 

 

I have found this document -

https://help.salesforce.com/s/articleView?id=000384947&type=1 stating: 

  • Emails sent using 'setTargetObjectId()' set aginst the User object do not count against the 'SingleEmailMessage' limit

I tried it via apex and used the same method by passing UserRecordId but it still counts in the daily email limit. 

 

How can we bypass the daily email limit? Any help would be appreciated.  

Thanks! 

 

#Salesforce Developer  #Email  #Trailhead Challenges  #Flow  #Trailhead  #Salesforce Admin

3 answers
  1. Apr 23, 9:57 AM

    Hi @Tushar Saxena - This is talking about the Apex per-transaction limit, not the daily org limit.

    There are 2 different limits:

    1. Per transaction (Apex limit) 

       Max 10 Messaging.sendEmail() calls per transaction 

    2. Daily org limit 

       Around 5,000 external emails per day (varies by edition) 

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4 comments
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I'm building an autolaunched approval orchestration no trigger flow because we're looking to migrate from standard approval process to this new feature. However, I'm logging in as a sales user and I'm not being able to see the approval trace and work items (lightning page components added), I want them to have access to it because I want them to recall the opps in case they need it, however I do not want to give a permission set that includes "manage"flow orchestration because I want to keep that just for admins. Do you know how can i do it? How can I give them access to see it or where they can recall it? Thank you!

5 answers
  1. May 13, 2025, 2:36 PM

    @Laura Arana I had to create a Permission set that gave at least Read access to the Approval Submissions, Approval Submissions Details and Approval Work Items objects and had Run Flows App permissions. I also made the Approvals tab visible as this seems to be the place where they want you to Manage your Approval Requests.

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Hi all, I have a flow routing the incoming messaging requests to a queue for messaging for web implementation. But I see the routing is failing for some messaging requests and flow is failing at Route Work action with this error 'The queue must be an Omni-Channel queue This Route Work invocable action did not create a valid Pending Service Routing.' Now my question is that since it works just fine for most of the messaging requests then how can there be an issue with the queue. I am not able to figure out the issue here. I have also checked the data of incoming messaging requests for both failing and passing cases and I can't see any relevant issue in the data as well. 

Has anyone faced this before? Is there something I should look at which I may be missing here? 

Let me know please, thanks!! 

 Edit - Adding image of the error in flow.

#Messaging Session  #Service Cloud

 

Messaging Sessions going to Fallback Queue

 

 

 

#Flow

6 answers
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Approval process was designed with Record-Triggered Flow Approval Process. User can take approve or reject action via email. User also want to take approve action on SFDC record. Please tell me how to make this happen.  

 

Approve step setup 

 

How to take approve action on SFDC page instead of email

 

Approve email 

 

image.png

 

 

 

#Flow

2 answers
  1. Apr 7, 11:30 AM

    Hi @Yi Wu You can call "Screen Flow Setup Approval" from a action button. Include that button on the page layout. Similary create another button Reject and call the Reject screen flow from that button

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