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The flow failed to access the value for myVariable_Field because it hasn’t been set or assigned.

[Note: This use case/solution can be implemented in both Classic and Lightning Experience.] I’d like to give a shout out to my community friend, John Lay, for being the inspiration for this blog post. He had recently reached out to me on advice on this very error in his process. Ever create a process that… Continue reading The flow failed to access the value for myVariable_Field because it hasn’t been set or assigned.

How To

Add Product(s) to an Opportunity W/O Specifying Quantity and Price

‘ For those who have added products to an opportunity in Salesforce, you know that you need to specify a quantity and sales price for each product added which overrides the opportunity amount. However, not all industries sell products that way, especially the financial services industry as an example. Prices for financial instruments are based… Continue reading Add Product(s) to an Opportunity W/O Specifying Quantity and Price

How To

Highlight Open Cases on the Contact Record [Lightning Experience]

This is the last of four separate posts that will cover each record attribute shown on the flow screen on the Contact record. Previous blog posts: High level overview of individual posts: Highlight Record Attributes Using Flow [Lightning Experience] Highlight Account Record Attributes on the Contact Record [Lightning Experience] Highlight Account Contact Relationship Attribute on… Continue reading Highlight Open Cases on the Contact Record [Lightning Experience]

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Highlight Open Opportunities on the Contact Record [Lightning Experience]

This is the third of the four separate posts that will cover each record attribute shown on the flow screen on the Contact record. Previous blog posts: High level overview of individual posts: Highlight Record Attributes Using Flow [Lightning Experience] Highlight Account Record Attributes on the Contact Record [Lightning Experience] Highlight Account Contact Relationship Attribute… Continue reading Highlight Open Opportunities on the Contact Record [Lightning Experience]

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Highlight Account Contact Relationship Attribute on the Contact Record [Lightning Experience]

This is the second of four separate posts that will cover each record attribute shown on the flow screen on the Contact record. Previous blog posts: High level overview of individual posts: Highlight Record Attributes Using Flow [Lightning Experience] Highlight Account Record Attributes on the Contact Record [Lightning Experience] Here are a few lessons learned… Continue reading Highlight Account Contact Relationship Attribute on the Contact Record [Lightning Experience]

How To

Highlight Account Record Attributes on the Contact Record [Lightning Experience]

This is the first of four separate posts that will cover each record attribute shown on the flow screen on the Contact record. Please read the blog post “Highlight Record Attributes Using Flow [Lightning Experience]” which provides a high level overview of the individual posts. Here are a few lessons learned from implementing this use… Continue reading Highlight Account Record Attributes on the Contact Record [Lightning Experience]