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Add a Comment field to Process Builder

The Description field on a Process is useful to provide an very broad overview of what a Process does, but it would be beneficial to have a free-text Comments field in each area of the Process Builder so the user can add their own explanation or… Show more

14 comments · 4 years ago

26,110  Points
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Process Builder: Waiting Flow Interviews: Provide Better Information

When time-based workflows are triggered, we can monitor when they are scheduled to actual perform their actions using the Setup...Monitor...Time-Based Workflow page.  We can see the workflow rule, the actual record that triggered the workflow, and… Show more

246 comments · 4 years ago

52,950  Points
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Workflow email alerts to contacts should be recordable as activity history

The new ability to send email templates to contacts triggered by time-based workflow is a great process automation capability, but we need to see the history of those emails against the contact. There should be a check box when you create an alert… Show more

665 comments · 12 years ago

430  Points
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Process Builder: Update Record: Owner ID = Queue: Please Resolve Hidden Trap

Hi! Please see https://developer.salesforce.com/forums/?id=9060G0000005NMzQAM for an excellent description of this issue. Scenario: An Update Record action within a Process Builder (PB) updates a record to reflect assignment to a new Queue: Owner… Show more

11 comments · 10 months ago

10,710  Points
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Process Builder - List View

As we are keep adding process in PB, we have more and more processes. It would be easier for admin to manage / filter / find process related to a criteria. In classic workflow, we can create List View, expect the same for Process Builder.   Show more

108 comments · 4 years ago

14,290  Points
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Ability to customize the columns in the Items to Approve section on home page

When workflow approval process is setup, should give the flexibility to customize the columns of the "Items to Approval" section under the user's home page. Some user might need to see the different relevant important fields, at the… Show more

259 comments · 12 years ago

220  Points
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Limit number of records returned from Get Records/Lookup in Flow

There's currently no way to limit how many records are returned from a Get Records call in a flow which means that if a user puts in an extremely ambiguous search term it could cause the query to timeout and tax the system.  I'm sure there… Show more

2 comments · 9 months ago

240  Points
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Ability to debug Scheduled flow

After creating a schedule flow, there should be ability to debug the flows to see the result without waiting for the scheduled time. By clicking the debug button, we should be able to run the flow on demand.  After clicking the debug button, the… Show more

5 comments · 1 month ago

4,600  Points
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Folders for Process Builders and Flows

As more and more Flows get built, it would make maintenance much easier if we could arrange the Flows into Folders like we can do with Reports.

26 comments · 2 months ago

1,710  Points
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Flow: ability to choose if your Flow will run in System or As Running User

Currently Visual Flow that is not Auto-launched will run as the Running User (with their permisisons).  This causes a headache in many cases when our Flow recieves an error for a User letting them know that the Update/Create failed due to the… Show more

25 comments · 3 years ago

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