Known Issues · Process Builder

Feed Post not visible after User creates a record using a Quick Action if Process updates a field on the record

Workflow , Process Builder

Feed Post not visible after User creates a record using a Quick Action if a Process/Workflow updates a field on the record.

In Review ·Reported By 45 ·Updated Yesterday

Process fails to load & execute when [Lead].Owner:Queue.Name is referenced in the criteria

Process Builder

Consider a process on Lead object with the following criteria: [Lead].Owner:Queue.Name EQUALS Lead Queue Now edit & save the lead. Actual Result: The operation fails with the following exception The record couldn’t be saved because it failed to trigger a flow. We cannot find myVariable_current.null....

In Review ·Reported By 24 ·Updated Yesterday

Updating percentage fields with process builder using a referenced value from a percent formula field in the parent object produces incorrect value

Platform , Workflow , Process Builder

Updating percentage fields with process builder using a referenced value from a percent formula field in the parent object produces incorrect value

In Review ·Reported By 10 ·Updated Yesterday

Unable to use Quick Action in Process Builder to create new notes when the enhanced version of the Salesforce note-taking tool is enabled

Spring 16 , Process Builder

Once the enhanced version of the Salesforce note-taking tool is enabled, it causes an error when attempting to create a Process that uses Quick Actions to create a new note: "We can't find an action with the name and action type that you specified."

Scheduled - Spring '19 ·Reported By 15 ·Updated 6 days ago

Process Builder unable to set Probability value on Opportunity

Process Builder

Process Builder unable to set Probability value on Opportunity

In Review ·Reported By 102 ·Updated 7 days ago

Email Alerts to Account Team are not sent from Workflow on Activities

Workflow , Process Builder

An Email Alert on Task or Event with "Account Team" recipients does not send an email to those Account Team Members, even when triggered by a Task/Event that is related to an Account.

In Review ·Reported By 58 ·Updated 12 days ago

ISCHANGED() FUNCTION on process builder criteria returns false positive on percentage field types

Process Builder

When a ISCHANGED() function on percentage type field is used in formula based process builder criteria, the function always returns true even when the field is not modified.

In Review ·Reported By 10 ·Updated 12 days ago

Process Builder Create Account Action Requires Geolocation Fields

Process Builder

Any Process that contains a Create Account actions requires a value in the geolocation fields on Account. Please see the following KI to determine this issue's resolution status: https://success.salesforce.com/issues_view?id=a1p300000008ZGLAA2

In Review ·Reported By 18 ·Updated 15 days ago

"Partner Super User" checkbox is disabled if there is a workflow or process builder on User object

Workflow , Communities , Process Builder

Editing a user can disable the Partner Super User permission if there is a workflow/process builder on User object.

In Review ·Reported By 11 ·Updated 15 days ago

Formula fields that are cross-referenced in the process builder malfunction when executing ISPICKVAL

Process Builder

When we cross-reference fields in process builder (Example: Create a process where an opportunity field is populated with the value from a Accounts field), the process does not work correctly when certain formula fields are used. When we use this type of formula, IF(ISPICKVAL(val1, val2), trueval,...

In Review ·Reported By 10 ·Updated 15 days ago

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