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#Flow173 discussing

A record-triggered flow is used to pull data from the Case Description field to populate other fields on the Case. There is a GET element that searches if the email address exists and takes different actions based on the result. The records used for testing are in the system, but the element is failing to find them

 

GET element not finding recor

 

 

 

#Flow

5 answers
  1. Yesterday, 8:13 PM

    That confirms it exactly, Abigail - one hidden character is riding along (16 instead of 15), almost certainly a line break or non-breaking space that got pulled in from the Description. TRIM won't remove those, but CHAR() will. 

     

    Wrap your extracted value in this - either as a Text formula resource, or directly in the formula that feeds your Get filter: 

     

    TRIM(SUBSTITUTE(SUBSTITUTE(SUBSTITUTE({!yourEmailValue}, CHAR(13), ""), CHAR(10), ""), CHAR(160), "")) 

     

    What each piece strips: 

    - CHAR(13) = carriage return 

    - CHAR(10) = line feed (newline) - this is the most common culprit when copying out of a free-text field 

    - CHAR(160) = non-breaking space 

    - TRIM() = any normal leading/trailing spaces 

     

    Run LEN() on that formula's output and it should read 15 now. Then point your Get element's filter at this cleaned value instead of the raw one, and it will match. 

     

    If it somehow still shows an extra character, reply back - we can pinpoint the exact one with UNICODE(MID(value, 16, 1)) - but those three cover it almost every time.

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Hi - I am hoping somebody can help.  I have a screen flow with three screens.  At this point they are just a shell.  In the flow I have the "Show Progress Indicator" enabled and I have setup three stages with increments of 10.  And then I am setting each screen with one of the stages.    When I run the flow in debug mode, the progress bar is being rendered properly.  However when I launch the flow from a quick links menu in one of our apps, the flow starts, but the progress bar is not rendered.      I have copied the whole flow link and tried to run it outside of that but still no luck.  I am hoping somebody has some ideas on how to fix.      thanks Eric     

2 answers
  1. Yesterday, 3:05 PM

    Hi Usman - we found the issue.  This flow was a stand alone flow with this URL -  

     

     

    Hi Usman - we found the issue. This flow was a stand alone flow with this URL - We need to launch this way - The first URL is expecting a record context.

     

    We need to launch this way -  

     

     

    image.png

     

    The first URL is expecting a record context.  Since we are creating something new, this was not the correct way to do it. 

     

    thank you for attempting to help.  appreciate it.

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i am currently working on the scheduled flow modules which in under the developer intermediate course , i have completed all the task which is given to me , but still it shows not completed , help me in this  

 

#Trailhead Challenges  #Flow

9 answers
  1. Aug 13, 2:18 PM

    @PREMA BEN Make sure it is set to 1 am and remove the space after 5 and before the closing bracket in condition logic like below. The space doesn't matter but may be 

    1 AND (2 OR 3 OR 4 OR 5)

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Hi everyone,

I need help with this one.

I have used Lock Record action in my screenflow ( to Unlock the record if it was locked due to approval process, to update the Case status to withdraw). Which works perfectly fine. Dev testing all okay!

 

Only issue is when I run the build, it fails. It also fails if you try to deploy it to any other orgs. Both time, it has same error messages, no matter what type of flow you use.

'Unlock_Record (Action) - The action type "Lock Record" can't be used in flows with the process type "Autolaunched Flow".'

 'Unlock_Record (Action) - The action type "Lock Record" can't be used in flows with the process type "Screen Flow".' 

9 answers
  1. Aug 13, 2:55 AM

    Solution :  This is most likely an API version issue. The Lock Record Flow action is a Summer 24 feature, so the flow must be saved/deployed with API version 61.0 or later. Please update the Flow metadata API version to 61.0+, reactivate the flow, and rerun the build/deployment. If it still fails after that, the fallback would be replacing the action with Invocable Apex using Approval.unlock()

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My experience site conditionally displays a flow button on our Grant record detail page. The condition is if the user is logged in, they can see and interact with flow button. I need to make it visible to guest users and logged in users. How can I do this? 

 

#Flow  #Experience Site

1 answer
  1. Aug 12, 7:06 PM

    Hi Jordan - there are two layers here: making the button visible to guests, and letting guests actually run the flow. You'll likely need both. 

     

    1) Show the button to guests (component visibility). In Experience Builder, open the Grant record detail page, click the flow button component, and open its Component Visibility. Right now there's a rule limiting it to logged-in users (an 'is logged in' / audience condition). Remove that filter, or change the audience to everyone, so both guest and authenticated users see it. 

     

    2) Let guests run the flow (the part that's easy to miss). Guest flow access is granted per flow: 

    - Experience Builder - Settings - General: make sure 'Guest users can see and interact with the site without logging in' is on, then click the guest user profile. 

    - Under 'Enabled Flow Access', click Edit and move your flow from Available Flows to Enabled Flows. Each flow you want guests to run has to be added here. 

    - On an LWR site, also go to Workspaces - Administration - Preferences and enable 'Allow guest users to access public APIs'. 

     

    3) Data + context. Guest users have very restricted permissions, so if the flow reads or writes records, set it to run in System Context (Flow - Advanced - How to Run the Flow) so the data actually shows and saves for guests - and make sure the Grant record (and anything the flow touches) is shared with the guest user via a guest sharing rule, or the record page/flow won't load for them. 

     

    4) Test it logged out (incognito) to confirm guests both see the button and can complete the flow. 

     

    Refs: 

    - Allow Guest Users to Access Flows:

    https://help.salesforce.com/s/articleView?id=experience.rss_flow_guestuser.htm&type=5

     

    - Flow (Experience Builder Component):

    https://help.salesforce.com/s/articleView?id=experience.rss_flow_component.htm&type=5

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If anyone is actively using Salesforce Flow in their projects, I’d love to hear how you currently handle unused elements and missing descriptions.

I came across this upcoming improvement in Winter ’27, which is expected to roll out from the end of August, depending on the org’s release schedule.

If you’ve already explored this feature or have any useful Trailhead resources, documentation or practical examples, please share them here. It would be great to learn from the community.   

2 answers
  1. Aug 12, 10:16 AM

    Hi Swati - nice one to flag. That Winter '27 improvement is the new Flow Builder filter that lets you surface the elements which aren't used and the ones missing descriptions, so you can clear technical debt in one place instead of hunting manually. Really handy for flow hygiene. 

     

    Until it's live in your org, here's how a lot of us handle this today: 

     

    Descriptions: 

    - Add a description on every element, resource, and variable as you build (not after), paired with a clear naming convention (e.g. action-object like Get_OpenCases, Decision_IsHighPriority) so the flow reads like its own documentation. Fill in the Flow's own description with its purpose and trigger too. 

     

    Unused elements/variables: 

    - The tool that already does almost exactly what the Winter '27 filter will do is the open-source Lightning Flow Scanner - it flags unused variables, missing descriptions, missing fault paths, hardcoded IDs, naming-convention issues, and more, and it can run in CI for a hygiene pass across all your flows now. 

    - Salesforce Optimizer also reports on flows, and tools like Elements.cloud help with documentation at scale. 

     

    Broader best practices worth pairing with this: one record-triggered flow per object/context where you can, subflows for reuse, fault paths, bulkification, and tight entry criteria. 

     

    Resources: 

    - Trailhead: the 'Build Flows with Flow Builder' trail, plus 'Flow Best Practices' in Salesforce Help. 

    - Lightning Flow Scanner (on GitHub) for automated checks. 

     

    Once the Winter '27 filter rolls out (end of August onward per your release window) it'll make the unused/no-description cleanup much faster natively.

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Does anyone have some good practices to share on the topic of Flow documentation? 

 What I have in mind is not writing component descriptions within the flow, but something done possibly outside Salesforce, which is easily searchable and would help with further Flow maintenance.  Since Flows are not as "flat" as code, it takes much more effort to read and understand a flow built by someone else compared to someone else's code.

  We are trying to think of a good approach for Flows that would be similar to code documentation, which describes classes and methods to allow grasping the basic ideas as well as expected inputs/outputs without digging deep into code.

#Flow
7 answers
  1. Aug 11, 5:38 PM

    I know this thread is old. But for those looking. I printed my xml to a pdf and asked google to summarize it. Quick, easy and free. It can be done on the fly, so no worries about stale documentation.

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Hi everyone, 

 

I'm looking for some guidance on preventing duplicate Account records. 

 

 I found two Account records with different names but the same VAT number. This should not be allowed for records with the same record type.  

Having the same VAT number across different record types is acceptable.  

 

In addition to the VAT number, duplicate values should also not be allowed for any of the fields listed below. 

 

Prevent Duplicate Account Records for the Same Record TypeI tried to solve this using a Duplicate Rule and Matching Rule, but it did not help. I was able to create the Duplicate Rule, but when configuring the Matching Rule, I could not find the Record Type

field in the matching criteria conditions. 

 

#Trailhead Challenges #Salesforce Developer #Salesforce Admin #Agentforce #Trailhead #Flow #TrailblazerCommunity

7 answers
  1. Aug 11, 1:41 PM

    @Roopa Sharma

    , you can use a formula field that removes dots, hyphens, spaces, and slashes, and uppercases everything and even the Country Prefix (if its not standardized) as Usman mentioned above. Lets call that VATnumber. 

     

    • For Country Prefix, I am assuming billing address is available, so you could use that for country code, since the duplicate match needs to run for CountryCode+VATnumber+RecordType.
    • If Country Code is not available, you might want to create a list somewhere with country - VAT prefix (not ideal but should give accurate results)

    Also, if possible, add some help text with preferred formatting on the VAT Number field and maybe a validation rule to help end users stick to using only - or .

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I am working on a managed packaged flow called Activities: Match Email to Records. The end goal is prior to capturing an email activity as a record there should be a check to confirm if Contact ID is present. If yes, then proceed with capturing the email activity else ignore.   

 

Currently the Einstein Activity Capture which is enabled in the org will pick up any email that reaches a user's external mailbox. This is what I am trying to avoid. 

 

Below are the screenshots of the managed packaged flow's cloned flow: 

 

Managed Package Flow Overrideimage.pngimage.pngimage.pngimage.pngimage.png

 

#Flow

9 answers
  1. Aug 11, 1:01 PM

    As per the Salesforce articles and Agentforce all the actions in the flow are not apex actions and can only be used in the flows. The specific scenario that is failing is when a 3 contacts with the same email exist in salesforce and i try to send an email to each via to, cc, and bcc it fails but i dont receive any error either so I assume the activated cloned flow never really runs and to confirm this i have even added task creation to the flow but still no change.  

     

     

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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

6 answers
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