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I am trying to build a record-triggered approval orchestration with a screen flow that asks for the user to enter 3 approvers who will each need to provide approval before a claim can be processed. I have run into some issues trying to come up with a solution where the user making the approver selection process via the screen flow does not need to provide approval since this is not an approval step, but this screen flow will be passing in the user names that would notify the selected approvers. Thus far, I have tried: 

-Excluding the approver selection screen flow from the orchestration. However, since the selection screen flow isn't part of the orchestration, I am unable to use a variable to capture the approver's info as an input for the approval process.  

-Including the approver selection screen flow would allow me to pass the user variable as an input for the approval flow, but the user variable is null since I am unable to get around completing the stage where the approver selection screen flow takes place without approving the AWI that is tied to the stage. I tried to use the case status as a mechanism to signal the stage completing requirement without providing explicit approval but this does not seem to work. 

Is an approval necessary for each AWI to complete a stage or step within an approval orchestration?  

Thank you

The report is not in a dashboard, however, the user created the report and sees the following  

When I view the report, i can see totals in the Total Value column that they are not seeing - see below. I am administrator and the report creator is not but I can't see anything blocking their viewing of the information.  Can anyone help as a matter of urgency? 

Hi,  Can anyone help outline a flow that would allow me to set up a recurring task every fiscal quarter on our client accounts?    Ideally, the tasks would be set up like this (due dates):  - March 30  - June 30  - September 30  - December 30   

Hello, 

We have an existing flow today that updates various fields on the Contact record to specific values (using an Assignment element). I need to edit the Assignment element to add in 2 more fields on the Contact record to assign specific values. However, when I add in those 2 new fields as Variables and run the flow, it doesn't update the 2 new fields.  

I tested out switching out one of the existing variables with my new field, and it DID update the new field. So why won't it work when I try to add in a new variable at the bottom of the Set Variable Values screen? 

Redshift is our data storage platform. This is where we store our financial information, i.e. the invoices created. I want to automate the creation of invoices in Salesforce. Every time an invoice arrives in redshift, it will be reflected in Salesforce through a custom object that I have already created. 

I retraced all my steps, I was able to successfully load contact reservations. Object & ID resolution were successful as well but unable to complete the trail due to this error? I tried deleting the contact object but can't as it is already referenced and used. 

Please help!  

Error below: 

Step not yet complete in Data Cloud and Einstein AI

We can’t find the Reservations related list in the Contact Lightning Record Page. 

Our Experience Cloud site allows our customers to view their service cases. On the site, we want our customers to only have access to files that they upload to a Case until a Case closes. After the Case closes, we want them to be able to also view the files that our service team uploaded to the Case. I have read multiple articles and tried to figure it out how to adjust the related list to do this, but I have been unsuccessful. Please help.  

Nancy

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