DaizyLogik

Trusted Salesforce Partner for your mission-driven organization.

Tag: Flow

Which flow would that be?

Posted by on in Apex Code, Flow, process builder, Salesforce

If you’ve ever run into or received this error message from Salesforce you know how frustrating it can be to not know right away which flow this is referring to.

The record couldn’t be saved because it failed to trigger a flow. A flow trigger failed to execute the flow with version ID 301A0000000TizV. Flow error messages: <b>An unhandled fault has occurred in this flow</b>An unhandled fault has occurred while processing the flow. Please contact your system administrator for more information. Contact your administrator for help.

 

Here is one way to find out which flow this is referring to. Open the Developer Console and navigate to Query Editor. Type the following query, plugging in the id from the error message:

select masterlabel from flow where id = '301A..........V'

Make sure you check the “Use Tooling API” checkbox at the left bottom of the screen. Click Execute. This will return the label for the flow or process builder. Voila!

HomeKeeper 2.0 – Building the Future of HUD Reporting in Salesforce

Posted by on in Case Study, Custom Development, Flow, process builder, Salesforce

Grounded Solutions Network worked with DaizyLogik, SoPact, and an advisory committee of users to help develop HomeKeeper into a HUD compliant CMS. As a sector-wide program management and impact measurement tool, HomeKeeper was well positioned to build on their popular app by expanding the housing counseling features and seeking approval from the US Department of Housing and Urban Development. Once made publicly available, HomeKeeper will be an excellent tool for affordable homeownership programs that offer workshops and other housing counseling services.

Read the full Case Study.

Should I use Process Builder or write Apex code?

Posted by on in Apex Code, Flow, process builder, Salesforce

If you have asked yourself this question recently here are some tips that can help you decide which path you should take. Imagine you have to implement the following scenario:

Use Case:  Users are signing up online and filling out a form. They have to provide contact information for 4 additional Contacts at their organizations. For each additional Contact they will enter a First Name, Last Name, Email, Phone and Role. All this information will be automatically fed to Salesforce in the form of an online subscription record.

For each additional Contact you are required to first determine if it exists in Salesforce and if not then create it. If you find the contact in Salesforce (based on Last Name and Email) then you have to update the Phone, set the mailing address and create an Affiliation to the Account/Organization with the specified role.

(Please note that this use case uses Affiliations which are a custom object specific to the SF Non Profit Starter Pack. An Affiliation is a junction object between a Contact and an Account.)

The PROCESS BUILDER AND FLOW ROUTE

It is possible to go the process builder route for this one.

Read More “Should I use Process Builder or write Apex code?”