The video solutions application is not currently work for us.  We receive an error message stating "Only secure content is displayed" when displaying the Solutions content where the video thumbnail should be displayed.  When we select "Show all content" (IE display error) the message cycles back to the same error.  Since Youtube can deliver securely I think a quick revision to your code to pull the stream via an HTTPS would solve our situation?

 

Any other suggestions would be greatly appreciated.

 

Cheers

TP

We would like to Lookup a Record (Account Name) and present that in a text box during a flow procedure.  Most times the account name is in lower or upper case.  We would like the flow to populate the account name with a capital letter (beginning of the word) on each word and lower case characters for the remainder of the word.  So, the account name input would be "joe's auto body inc" or "JOE'S AUTO BODY INC" and our desired outcome as a populated text box is "Joe's Auto Body Inc".  Additionally, for the website input field we would like that one to be all lower case characters.  Can the flow process do this?

 

Thanks

TP

Is there a way to include multiple recipients using the Sendemail plugin?  I'm looking to have multiple email addresses on the TO line with the option to have a CC or BCC.

 

Thanks in advance.

 

TP

I've create a flow and have launched it via a VisualForce Page.  With buttons and links you can pass the parameter of the user id running the flow.  Can you pass this same parameter using the VFP?  I tried the below VFP code with no luck.  In my flow the "varId" parameter is set to Input only.

 

<apex:page standardController="User" >
<flow:interview name="Account_Approval_Flow" finishLocation="{!URLFOR('/home/home.jsp')}"/>
<apex:param name="varId" value="{!User.id}"/>
</apex:page>

 

Cheers

TP

We have pre-populated our SFDC org with 400,000 account records from a third party source.  We assigned these accounts to a default user ID called "Is Available For You".  When a sales rep searches our SFDC database for a certain account and determines they want to own an account I would like to create a Flow for them to request that account.  If the account is currently owned by "Is Available For You" I would like the transfer to happen automatically during the flow process.  If the Account is owned by another user in the system I would like the Flow to trigger an email to our Admin team.  I'm able to do the above with one exception.  The running user does not have the right to assign away Accounts from other people in the system.  So, my question is:  Can a Flow be configured to allow flow users this privilege during the flow execution?

 

Thanks in advance.

TP

Our outbound small business B2B call center team uses a flow to pass on complex leads to our enterprise Account Executives for 7 different regions.  We use a flow to capture critical details about the customer requirements.  The flow updates the lead record (Status, Comments, Contact Details, Required Products etc..) and attaches it to a Lead Referral Campaign then ends with a message "Please click Finish then check the box 'Assign using active assignment rule' on the next screen and press save to transfer your lead to an appropreiate AE".  The Lead assignment rules performs the routing to our 7 different regions.

 

If anyone knows how to automate the triggering of the Active Assignment Rule in the lead (and Case) records within the flow please let me know.

 

Cheers

TP.

Hi, I downloaded the Visual Flow Starter kit and it came with some great plug-ins (SubmitForApproval, SendEmail, ConvertLead & createAndAttachPDF).  I was wondering if there is a centralize location these types of Plug-ins are shared at?  I jumped on the Cookbook site (which looks like a logical place for them) but found nothing.  Any help tracking down quality Plug-ins would be appreciated.

 

Thanks

T.

I am trying to create a work flow on a lead that will alert an owner when the lead has been in "Working" status for more than 14 days. At this point, the system should create a task. I have created a date field that tracks the date. I have tried using a formula to count the number of days and set the workflow criteria o 14. That  did not work. I have also tried using a custom field that updates with todays date when the lead is changed to working. But, nothing seemes to work. I know about time based workflows, but I can't "build" on my previous worklow, but doing that prevents the lead from being able to be converted. 

Is there a way to include multiple recipients using the Sendemail plugin?  I'm looking to have multiple email addresses on the TO line with the option to have a CC or BCC.

 

Thanks in advance.

 

TP

I'm using flows to create a case, and I want to know if there is a way to have it specify a TRUE for it to use the assignments rules when the case is created.  I don't just want to make that the default choice, because once the case is accepted by a user from the queue, I don't want it to reassign the case to the queue.

 

Any and all insights are welcome.  Thanks!

 

Jeff Bloomer

What i am doing is i am retrieving the Lead info using record lookup and passing LeadId (variable in my flow) over URL and displaying info on my screen. 

 

lets say i retrieved 2 fields First Name and Lead Status. What i want is first name and Lead Status should be autopopulated on my screen with the first name and Lead Status from Lead record in Salesforce.

 

I am able to get the first name but i am not able to get Lead Status value selected with all othe picklist values in dropdown.

 

in case of picklist i.e. Lead Status value should be auto selected as on Lead record and i can change that  to another picklist value too.

 

If i use static choice then i don't see the reord value seleted on Status in my screeen. If i use dynamic choice then it only pick the selected value in dropdown.

 

Can anyone help me please how can i achieve this? Its urgent.