Hello.
Is there a way to overwrite the standard probability field with a flow? I understand the probability gets set on the stage field.
Thank you,
Nancy
#Trailhead Challenges #Trailhead #Salesforce Admin #Flow #TrailblazerCommunity #Salesforce Field Service #Automation
What would trigger the Flow?
Like what would the coditions/crtieria of your hypothetical "Probability Override Flow" be?
Hi,
we are looking into a way to automatically create PDF documents (certificates) filled with names, title and date of the training to multiple people via salesforce. We are using webinargeek to do the webinar and people registering through the webinargeek can afterwards receive a certificate of attendance. We know the you can integrate webinargeek with salesforce.
What is the best way to create and send these certificates?
This is a fairly common automation use case in Salesforce. If WebinarGeek is already creating or updating records in Salesforce, you can use Flow to trigger the process once attendance is confirmed.
From there, a document generation solution can merge attendee details (name, training title, date, etc.) into a certificate template, generate the PDF, and send it automatically using Salesforce email automation.
360 SmartDocs supports this type of workflow, so it might be worth exploring if you're looking for a Salesforce-native option instead of building a custom solution.
AppExchange listing (for reference): https://appexchange.salesforce.com/appxListingDetail?listingId=994f0c85-2adb-4c30-9e67-40f391c1fc2a
(Trailhead Legend) AI is making it easier to simultaneously search through the huge repository of contextual, real-life knowledge stored in multiple places, including (but not limited to) Slack and multiple Salesforce orgs while ensuring existing security structures and guardrails remain intact.
#Trailhead #AutomationHi Everyone,
I have a question about this automatic email that you get when the Task is completed (as the creator of that Task): is it something Salesforce native or can it be edited somewhere in the Setup?
I received a request from my users to edit the content of this email.
If it's not possible to edit it from the Setup, can it be done by code?
Thanks in advance!
#Automation
Harsh is correct. However, you could disable the system-generated emails and use a Process Builder flow as an alternative.
I have a Flow that creates a Contact record from user input. I ran into an issue where I entered a name that was similar to the name of an existing Contact and the Flow threw a fault with the fault message "This error occurred when the flow tried to create records: DUPLICATES_DETECTED: This contact might be a duplicate. Please review before proceeding. Use one of these contact records instead?"
When this alert appears when creating a Contact manually, I can either close it and proceed or click a link to see the potential duplicates. In a Flow though, it's a fault and I'm not sure how to handle it such that my users can proceed.
Advice?
You can write your duplicate rules to exclude the user running the flow. You can update the flow to run as System instead.
My org is looking to allow contracts to start on the 15th of the month, in addition to the 1st. We've worked through most of the process, but in testing we discovered an issue that comes up when a contract needs to be prorated.
For example, if we need to align a new contract with an existing renewal date on the account, the resulting term may be a partial month. Salesforce's standard Contract Term field only accepts whole numbers, so we can't accurately represent something like a 6.5-month term.
Other than creating a custom contract term field, how are other organizations handling this? I've done some searching but haven't found much discussion around how others have solved for this.
@* Sales Cloud - Best Practices * @* Sales Cloud - Getting Started * @* Salesforce Revenue Cloud *
I like the approaches shared above. One thing I'd also consider is making the renewal date
the primary business driver rather than the contract term itself.
If the renewal date is what ultimately matters, keeping the Contract Term as a whole number and calculating any partial period elsewhere can simplify both reporting and automation while staying within the platform's standard behavior.
I'd be interested to know whether this is primarily a reporting requirement or if another downstream process depends on the Contract Term field.
Parent Order → Order Line Items Scenario: If the total quantity of Order Line Items exceeds 100, send an approval request to a manager. Questions: • How will you calculate total quantity? • When should the approval process be triggered? • How will you avoid duplicate approval submissions?
Hi @Rohiŧ Vashishț -Order and order line item will be of type master detail relationship. Create a rollup summary field in order, then use that and trigger the flow
Our HR system is our gold source for user accounts, employee positions (ie Role), access control, and security within our organization. We have a manual process where an Admin has to look up the data in our HR system and update Salesforce. We would like to automate this for obvious reasons. Any advice or guidance on how to do it?
The HR system is irrelevant as we can't directly interact with it (due to security reasons). We have a nightly load that is dumped into a database that we can pull from that contains the structure we are looking for.
What I've noticed is that only the User Object is exposed to the Object Manager, and as a result, exposed for imports into Salesforce. If I want our HR data to maintain Roles, Permission Sets [Groups], Profiles, Public Groups, and Queues, how do I set that up?
My first thought was to create a custom object with our HR data that we would load, and then have Flows to modify the various Salesforce User Objects (if that is possible).
Hello,
Several flows have been deployed using devops center and after activation they fail with the following message:
We can't save this record because the ... This error occurred when the flow tried to create records: INVALID_CROSS_REFERENCE_KEY: Record Type ID: this ID value isn't valid for the user: . You can look up ExceptionCode values in the SOAP API Developer Guide. Error ID: 1953550904-187910 (514525920)ok up ExceptionCode values in the SOAP API Developer Guide. Error ID: 1953550904-187910 (514525920). You can look up ExceptionCode values in the SOAP API Developer Guide. Error ID: 1953550904-187913 (-169807181)k up ExceptionCode values in the SOAP API Developer Guide. Error ID: 1953550904-187913 (-169807181)
I´ve assigned the corresponding permission sets to my user however the error persists. Run Flows permission is active as well.
Am I missing something?
Record Type ID changes when you deploy a new record type from Sandbox to Production. I would recommend using Custom Metadata or Custom Settings to hold record type ids and replace them later after deployment with newly generated ids in Production.
Hi
I'm looking for some advice. I'm part of a big non profit and we are looking at changing the Default Workflow User to a generic user (so we set up a user thats name is just IT Admin with generic email address) instead of a real person user that we would need to change every time that real person leaves.
This is because we want to use this user for automated process that link to flows or that make notifications in chatter posts so that its distinguishable as being from automated process and not real person.
What I want to know is if this is consider bad practise or good practise? What does everyone else do in big companies, do you have generic use or o you just pick one Salesforce Admin to be the Default Workflow user?
(Please note: This has been recommended to us by 3rd party we work with but I want to validate it is the best action to take.)
Thanks
Jennifer
hi @Tamsin Humes we have the generic user but in the end we went with it being linked to my email instead of generic email so if I leave I have to hand it over to someone. I guess coz I did it this way I'll be able to set up the MFA requirement. I'm still trying to get my head around all these security changes, haven't test impact on this user yet.
