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Flow Orchestration

Flow Orchestration is a workflow automation tool that makes it easy to automate business processes across the organization. You can build multi-user, complex business processes using simple Low Code that streamlines internal and external hand-offs, unifying processes across departments and the entire business. The result is seamless employee and customer experiences. With Flow Orchestration, you can easily... * Coordinate multi-user, multi-step tasks and approvals * Build and scale complex business processes quickly using Low Code * Optimize work-streams and monitor efficiency by reducing time between tasks Documentation: https://help.salesforce.com/s/articleView?id=sf.orchestrator_flow_orchestrator.htm&type=5

We are using flow orchestration heavily for some new product approvals. After the end user has submitted the approval, while it's waiting to be approved, is there some way I can show them who the current assigned group is, so that they know who to follow up with if they have questions. we have a few different groups depending on different criteria.

2 answers
  1. Dec 20, 2024, 12:07 AM

    @Kirsten Belen thanks for the response, however this isn't the case when using the Flow Orchestration "Interactive Step" approvals. That related list is when using the standard approval process.

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Hey everyone, 

 

I have an error that just popped up which is now preventing me from saving my Orchestration - "Required fields are missing: [TargetName]". While this error is non-descript I seem to have broken something in the core of the Flow because if I close it out and then open my last saved version (and only version), modify something unimportant such as a description, then try saving the flow I get the same error. So somehow the Flow let me save it when the error existed and I now need to abandon this Orchestration and start from scratch as I can't figure out what [TargetName] is referring to. 

 

Has anyone run into this issue yet?

 

Orchestrator Error: Required fields are missing: [TargetName]

2 answers
  1. Nov 2, 2021, 3:30 PM

    @Riley Schill we identified what was causing this problem and it will be fixed in our next release. In the meantime, you need to go through each interactive step in your orchestration and switch the exit condition to "When the specified evaluation flow returns true" then switch it again to "When all steps have been marked complete".

    This should clear out the bad data. Please let me know if it solves your problem.

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1 comment
  1. May 17, 2024, 2:26 PM

    Thanks Tom - I responded to your Idea to provide my thoughts / reasons for the inconsistency.

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Hello, it looks like we are not able to disable the Step assignment notification and replace with a custom notification.

Is there any way to at least change the notification Sender and Email template? Our Orchestration would be customer facing and Salesforce branded notifications will not work for us.

Edit: Adding SF Idea that was mentioned by Tom Bassett below.

Thank you

fyi @Jacob Carroll

7 answers
  1. Apr 13, 2024, 5:57 AM

    We are looking to adopt Orchestration for Rapido Cloud.

    This simple issue is a showstopper and hinders us from adopting the whole feature.

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I aim to trigger this flow with a quick action when the Opportunity status is "Closed-Won," capture a date entered by the user, and then route to a subflow for Contract generation. How can I set up the flow to populate fields (including the captured date) in the new Contract? Any insights or examples would be invaluable. Thank you for your help! 

7 answers
  1. Manoj Nambirajan (Dell Technologies) Forum Ambassador
    Mar 18, 2024, 11:35 AM

    @Cássia Queiroz i can only think of a URL hacking approach which should work in lightning experience.. below link can help

     

    https://theblogreaders.com/url-hacking-back-salesforce-lightning-experience-spring-20-release/

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Please Read: Posting Questions to Receive Support

 

Hi all, I can see that you've been posting your questions here on the Developer Forums Migration Support Hub when you're stuck and need help with your development.

 

However, this group is for the migration only and there are not many people here; you want your post to have the widest coverage possible to get answers from experts in the community.

 

Posting a Question

  1. Locate the correct group where the members are experts in the field for which you have a question. For example, you can always post your question on the @* Salesforce Developers * group; you can also use @Lightning Web Components @Flow Orchestration @Code Builder and lots more!
  2. Once you find your group, post your question in that group's feed. 
  3. Add topic tags to help people understand what you're asking about, e.g., #MuleSoft Anypoint Code Builder, #Apex, or #LWC.

There is a quick walkthrough video which goes over this process by @Juspreet Kaur; have a look! 

4 comments
  1. Dec 30, 2023, 12:19 PM

    Hi,

    I am Looking for Vouchers Please anyone can help me 

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Hey folks, I'm wondering if this may be a standard limitation, or if I´ve got something wrong. I tried to assign a work item to a standard event record and received the following error in my orchestration flow.

 

Info

Error Occurred:

Context Record ID: id value of incorrect type: 00U01000003IAUwEAO

 

As you can see by the first three characters, the value being passed in is an Event record, and you will have to trust me that the record does exist in my org. I know we cannot relate a standard task to an event. Perhaps the Work Item object has the same limitation. I haven´t found specific documentation for this scenario.

4 answers
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Salesforce's Research & Insights team is looking to speak to people responsible for the automation and maintenance of processes in their organizations. We're interested in understanding the usability of the configuration and orchestration flows of the new AI Services.

 

Please complete this brief questionnaire if you are interested in participating in a 60-minute remote feedback session.

 

If you qualify and are chosen to participate in this study, you will receive a $100 e-gift card (USD or local equivalent) as a token of our appreciation for your valuable feedback and time.

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Hi, 

I cannot seem to use a variable that contains a username nor a lookup to a username as User Resource Assignee Type. All efforts result in the 'Invalid User reference' - error.

Using e.g. "Record > Owner ID > Username" is not a problem, but the username I need is looked up in a prior step, so I tried all of the following:

1) "Prior_Step > Outputs > varUsername" (where a username is populated in a previous flow)

2) "Record > Custom_User_Lookup > Username" (where a prior flow populated a lookup to the User object on the record that triggers the flow orchestration)

 

Use case is the following: 

When a Quote reaches a certain status, a work item needs to be assigned to a certain Account Team Member for the Account related to that Quote.

 

Any ideas? thanks.

1 answer
  1. Dec 8, 2023, 3:38 PM

    I could finally make this (use username as user resource assignee) happen by populating a user lookup on Quote in a separate flow (that is not part of the flow orchestration).

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