Salesforce Known Issues
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"Else Approve Record" Option is Unexpectedly Rejecting Records

Platform , Workflow

The “else Approve Record” option for Approval Processes only works if it’s specified on Step 1 of an Approval Process. When this option is specified in a subsequent Step, it automatically Rejects records instead of Approving them.

In Review ·Reported By 343 ·Updated 2 days ago

Email Alert sending to all members of Queue and Queue email when "Send Email to Members" is not checked

Workflow

When an approval process updates the Record Owner to a Queue and sends out an Email Alert to the Record Owner, it is sending to each individual member of the queue and the queue email itself. This should not send out an email to them because the "Notify Assignee" and "Send Email to members" of queue...

In Review ·Reported By 300 ·Updated 3 days ago

Unable to Deploy Field Update on Person Account Record Type

Workflow , Change Sets

When deploying a field update on Person Account Record Types through Change Set and it is failing with error "In field: lookupValue - no RecordType named Account.Record_Type_Name found"

In Review ·Reported By 55 ·Updated Today

Updating percentage fields with process builder using a referenced value from a percent formula field in the parent object produces incorrect value

Platform , Workflow , Process Builder

Updating percentage fields with process builder using a referenced value from a percent formula field in the parent object produces incorrect value

In Review ·Reported By 27 ·Updated 2 days ago

User Lookups are not available as recipients for Email Alerts on Tasks or Events.

Workflow , Flow , Process Builder

User Lookups are not available as recipients for Email Alerts on Tasks or Events.

In Review ·Reported By 84 ·Updated 7 days ago

Approval history related list for lightning knowledge article's translation shows entry for Translation

Workflow , Knowledge , Lightning

In Lightning Knowledge, when a user sends an article for translation an internal ProcessInstanceWorkitem row is automatically generated by the State-based ProcessDefinition: KBTranslationSubWorkflow. Documentation indicates, "State-based Process—Used internally to track various control processes,...

In Review ·Reported By 46 ·Updated 7 days ago

Feed Post not visible after User creates a record using a Quick Action if Process updates a field on the record

Workflow , Process Builder

Feed Post not visible after User creates a record using a Quick Action if a Process/Workflow updates a field on the record.

In Review ·Reported By 104 ·Updated 8 days ago

Lightning & Communities: User receives "insufficient access rights on cross-reference id" due to “Notify Case Owner of New Case Comment" being checked

Service , Workflow , Communities , Lightning

A user will receive the following error message when updating or creating a case in Lightning that triggers an email alert: "insufficient access rights on cross-reference id" This occurs when the email folder that the email template is contained in is not public or shared with the user and the...

In Review ·Reported By 51 ·Updated 9 days ago

Behavior discrepancies between Lightning UI and Classic UI when sending an email

Workflow , Lightning

In Lightning UI, neither the "Queue Email" address nor queue member's email address receive the email for certain automations.

In Review ·Reported By 4 ·Updated 15 days ago

WF Rule with Email Alert that sets the recipient as Account Team: Account Manager is firing, but not sending out the Email Alert

Workflow , Summer 21

WF Email Alert triggers, but does not send out the Email Alert when the Email Alert sets the recipient as Account Team: Account Manager. The WF Rule is based off of the Account Team Member Object, which is an Immediate Child Object from the Account and the AccountId is a standard / required field.

In Review ·Reported By 2 ·Updated 16 days ago

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