Slaesforce FAQ

how to tell why my process isn't working salesforce

by Nia Beer Published 2 years ago Updated 2 years ago
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Other sources you can consult for tracking down the reason for your issue: Salesforce Trust (issue may be due to a scheduled event or outage in the instance). Event log file: Tracks events in your org such as logins, Apex executions, API calls, etc.

Full Answer

How do I see flow errors in Salesforce?

To troubleshoot a failed flow interview, use the flow fault email. To test the flow and observe what happens as it runs, use the debug option in Flow Builder. To view the failed flow interview in an interactive environment, click Flow Error: Click here to debug the error in Flow Builder in the flow fault email.

How do you check if process builder is working or not Salesforce?

Best way of Process Builder Debugging in SalesforceSet Workflow to Finer in the Trace Flag in the Debug Log.Look for Flow Elements(Flow_Element) in the Debug Log.Version Id in the Error Message is the Id of the Flow(Process Builder).Process Builder developer receives the detail email.More items...•

How do I debug a process in Salesforce?

To navigate to Debug Logs or Debug Levels: Setup [Symbol] Logs [Symbol] Debug Logs or Debug Levels. After creating the process, set up the Debug Logs and Debug Levels filter in “Finer” level for Workflows. Then, go to Debug Logs.

How do I activate a process in Salesforce?

From Setup, enter Builder in the Quick Find box, then select Process Builder.Open the process version that you want to activate.Click Activate. If you activate a version of a process that already has an active version, the previously active version is automatically deactivated.

How do I debug an issue in Salesforce?

Use the Log InspectorFrom Setup, select Your Name > Developer Console to open Developer Console.Select Debug > Change Log Levels.Click the Add/Change link in General Trace Setting for You.Select INFO as the debug level for all columns.Click Done.Click Done.Select Debug > Perspective Manager.More items...

What is troubleshoot in Salesforce?

Use the error messages that appear in the Process Builder and the emails you receive when a process fails to help solve problems that arise when you're working with processes.

How do I query debug logs in Salesforce?

Open Developer Console.At the bottom of the console, select the Query Editor tab.Select Use Tooling API.Enter this SOQL query: SELECT Id, StartTime, LogUserId, LogLength, Location FROM ApexLog.Click Execute.Select the logs you want to delete. ... Click Delete Row.To confirm the log deletion, click Yes.

How do I run a debug log in Salesforce?

Set a user-based trace flag on the guest user.From Setup, enter Debug Logs in the Quick Find box, then click Debug Logs.Click New.Set the traced entity type to User.Open the lookup for the Traced Entity Name field, and then find and select your guest user.Assign a debug level to your trace flag.Click Save.

Where is error in debug logs in Salesforce?

View Salesforce Debug LogsTo view the debug logs, from the setup option in Salesforce, enter 'Debug Logs' in the 'Quick Find box', then select 'Debug Logs'.Once you select the Debug Logs, click the 'View' button to examine the log.Click 'Download' to download the logs as an XML file.

Why can't I activate my process Salesforce?

While creating a new process in the Lightning Process Builder, the 'Activate' button is disabled. The button is disabled when there are no actions added in your Process, which is expected behavior. To resolve the issue, add an action to your Process.

How is a process activated?

In the activation process, the functional groups present on the surface of polymeric material are replaced with atoms or chemical groups from the plasma. In this process, upon plasma treatment the plasma breaks the polymer's backbone or groups from the backbone, creating free radicals on the surface.

What are the 11 actions in process builder?

Actions that can be performed with Process builder:Create and update records.Send an Email alert.Submit a record for approval.Invoke a process from another process.Launch a flow.We can call apex methods.Post to chatter.

Step: Identify the Issue

It is important to collect as much information as possible from the user about the issue and its context to better understand how the resolve the issue. During your questioning, you should make sure you obtain an answer for:

Step: Replicate the Issue

Replicating the issue can give you more information and answers. It allows you to thoroughly research, test, and discriminate if the problem happened because of a user error, if it happened just for this user or if there are more users impacted, and if it will impact the user (s) again.

Step: Consult available resources

With all that information, you should search through existing resources to determine if the problem is already known within Salesforce, if a solution or workaround already exists, or if it is a known issue that is listed to be addressed in the future.

Step: Put together your possible solutions

With all the information you have gathered and researched, you should come up with several ideas of what could be done to solve your problem. You should organize your possible solutions so that the top of the list will contain the ideas you believe have the best chances of solving your issue.

Step: Work and test your hypothesis

After choosing one of your possible solutions to implement and begin working/testing, it is recommended to complete this task in a Sandbox environment based on Salesforce’s best practice recommendation. Changes should be made in the Sandbox environment and not within your production organization.

Step: Communicate and execute the solution

Once you are sure you have the solution for the issue, you will have to move it to the Production environment. Even if the solution will solve the problem for one user, it may impact other users as well. Therefore, it is important to plan accordingly and communicate it to all who are involved, so that they may be aware of:

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