Process Builders & Triggers on insert or update by Automated Process user - Ideas - Salesforce Trailblazer Community
Trailblazer Community

< Back to List

Post an Idea

All Ideas

Idea Details

Upvote Downvote
Post an Idea
380  Points
Open
Idea has been posted. Give it an upvote or downvote.

Jim Maher

Process Builders & Triggers on insert or update by Automated Process user

Process Automation

We are using the sales cadences feature in Salesforce High Velocity Sales (HVS) and would like to ensure that some custom fields on the tasks created by these cadence processes are updated as users work the steps in their HVS work queue.  When a user adds a lead or a contact to a Sales Cadence and works them through the steps of the sales cadence task records are created and updated by the "Automated Process" user. Automation we've attempted to build in Process Builder or Workflow when Tasks are Created or Edited are not updating these tasks. Because tasks with Task Subtype equals "Cadence" (those created by HVS) are not updatable we also created an Apex Trigger (before Insert) that is not fired. Salesforce customer support indicated that actions performed by the Automated Process user account do not execute triggers, process builders, or workflow.

Our request is to fire triggers, process builders, flows, and workflows on any database inserts or updates performed by the Automated Process user.

Merge Idea · Flag

Jim Maher

1 year ago

380 Points Open
Idea has been posted. Give it an upvote or downvote.
38 Votes

  • Upvotes
  • Downvotes

Ideas

Apps

from AppExchange

Questions

While updating owner id (automated process)of chat transcript with user started the chatbot conversation.,flow works in lower development org. but giving INVALID_CROSS_REFERENCE_KEY error in process builder in the deployed org 1 answers Workflow field update from Entitlement process last modified not changing to Automated user 2 answers automated process user and profile 19 answers Escalation to another expert with automated due date 6 answers Live Chat Transcript: Flow Error on Automated Process User 6 answers View More  (318)

Help us to keep IdeaExchange clean by pointing out overlapping ideas. We'll investigate your suggestion and merge the ideas if it makes sense.



 

 

Thanks for your merge suggestion. We will review it shortly and merge the ideas if applicable.

Salesforce takes abuse situations very seriously. Examples of abuse include but are not limited to posting of offensive language or fraudulent statements. To help us process your request as quickly as possible, please fill out the form below describing the situation. For privacy and security reasons, the final outcome of an abuse case may not be revealed to the person who reported it.


 

Thank you for your feedback. We take abuse seriously and will investigate this issue and take appropriate action.