Field updates within Salesforce allow the user to automatically specify a field value.

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2
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1answer
28 views

Before Insert Trigger not updating field

I have a before insert trigger to update a custom field on the Contact object, Region__c. Debugging confirms that the field is set to the correct value on the sObject, but both the test asserting the ...
0
votes
0answers
14 views

Visualforce Page Edit does not fire Workflow field update

Visualforce Page Edit does not fire Workflow field update Is this a known limitation? My searching does not show this to be a limitation. I want to copy info from one field to another. My edits save, ...
0
votes
0answers
26 views

Field Update in Process Builder

i am exploring about new Process Builders. I learnt that we can do a field update in process builder, but I am not sure if we can do it in the same way as we do it in workflow field update. I mean, ...
3
votes
1answer
24 views

Populate DE after send with Job info

I am currently working with Data Extensions (DE) and Queries inside the Exactarget web platform. I have a DE (let´s call it Input-DE) which is updated daily with new emails and some other infos ...
1
vote
0answers
34 views

If an “update” doesn't include any real changes, will the update trigger still fire?

When I first thought of this question, I assumed it would be easy to find answered online, but I can't seem to find it posed anywhere. It's part development, part administrative in nature, so please ...
0
votes
1answer
42 views

Need help with Process Builder

Trying to update child records based on master record status. Consider X as a master object and Y as Child object, when X object record status is 'Complete' status of child records need to be updated ...
0
votes
1answer
36 views

Update fields when a VisualForce page is accessed/saved

We have 2 processes that our inside sales team needs to complete when working a new lead. Each of these processes is accessed via a custom button on the lead record that opens a VisualForce page. They ...
1
vote
1answer
39 views

Workflow re evaluation criteria doubt

I have a small doubt. Based on docs (https://help.salesforce.com/HTViewHelpDoc?id=workflow_field_updates_reevalute_wf.htm&language=en_US), there are 2 quotes which seems to me as contradictory. ...
5
votes
2answers
58 views

Convert Trigger to use Dynamic Apex

I want to convert my below trigger to use Dynamic Apex, so that I can avoid code repetition for other objects. This is what my trigger does :- I have a object called Incident__c and a custom field ...
1
vote
2answers
30 views

update a field from an object when a 'Note' is deleted

I want to write a trigger on 'Note' object, what the trigger should do is:- I have a object called Incident__c and a custom field called Notes__c (Long Text Area). Whenever a Note get created(In the ...
1
vote
1answer
64 views

Field updates that are executed as approval actions don't trigger process

I am updating a checkbox field "Is approved" when a record is approved by approval process. When this field is updated I want to trigger an action that create account record. However this is not ...
1
vote
1answer
16 views

How do I mass update existing records with a Field value where the field value is Blank? Need a code to be executed in the Execute Anonymous window

How do I mass update existing records with a field where the value is blank? I need code to be executed in the Execute Anonymous window. Field name is Owner__c Object name is Account__c I am using ...
0
votes
1answer
43 views

Update Date field with the value of custom label in Process builder

I want to update Date field with the value of custom label in Process builder. I am trying to do like DATE($Label.NYResident_ExpDate) custom label value is 2016-01-31 Please suggest what needs to ...
1
vote
1answer
19 views

Will the sustained value be gone off after the criteria met again in workflow rule?

I have a field A(picklist which contains Yes,No) and B(Date which will get updated to TODAY when A is Yes or No). I have a workflow for this. And i have another workflow in which the B will be made ...
0
votes
1answer
80 views

Change textarea value using Jquery not working [closed]

I'm using a JQuery to change a textarea input value when a picklist is selected...i can see the value is changed in the screen when i select an item in the picklist but when saving the new value is ...
0
votes
1answer
35 views

How to get Approval submitted Date for the existing data

I have a requirement where I want Approval Submitted date for existing data. I tried Field Update on Approval process, and put formula Today() and apparently I got the Approval Date but it is working ...
0
votes
1answer
32 views

update a field using workflow

I'm having the following issue, would highly appreciate any help regarding it: On the Case object I have field__1 (of type picklist). This field is mandatory upon case closure but can be populated ...
0
votes
1answer
30 views

field update with formula

I have a workflow which closes a case itself if the customer hasn't returned to us after certain time. After case is closed I want to populate a field with a certain value, but only if this field is ...
1
vote
0answers
31 views

Order of execution (field updates and escalation rules)

Salesforce documentation is saying that workflow field updates fire before escalation rules (item 11 and 14) here But it is also saying that field updates fire after Case escalation rules (at the top ...
0
votes
1answer
18 views

Using sended Email to change value on Object field

we are trying to send emails to customer where they can choose if they want to paticipate on an event or not. If they choose "YES" or "NO" by klicking a link in sended email. Salesforce should update ...
0
votes
0answers
24 views

Trigger Field Update on Opportunity based on Custom Fields on other opportunities in the same Account

I'm looking to calculate retention rate for our clients. New to Apex triggers, but I think that's what I would need to accomplish. We have two types of account record types, client direct and agency. ...
1
vote
1answer
44 views

Record locked when updating value via Apex when triggered from Process Builder

So I have an Apex method running off the process builder but when I try to update a record via the invoked method it says the record is locked. Perhaps the reason it won’t update is because the ...
1
vote
1answer
13 views

Find the field reference before delete the record

If I want to change a custom field (name, type) how can I know where this field is being referred to (and enter the changes there as well)?
1
vote
1answer
24 views

How to include/escape a single quote in field update?

I've got a field update where I'd like to include a single quote, basically the contact's name and an apostrophe. I've got it close with the following Contact__r.Name + '\'s Submission' This gets ...
0
votes
0answers
20 views

Field update on custom field based on the value of a standard field with different types?

I have a custom field(House Number) with type "text" and I want this field to be updated with the value of a standard field(Shipping street) with type "Address". How can this be done using Workflow ...
0
votes
1answer
36 views

Field update based on text field value?

I have a custom field(partner type)which is of field type-text and whenever the field value is "sh" in it,I want to update a custom field named "House number" with the value of a standard field ...
3
votes
1answer
142 views

How to update a field with Lightning Components?

Following the "expense" example in the documentation, I'm trying implement an even simpler Lightning Component just to query and update just the single field Account.Name - query and display works ...
0
votes
3answers
61 views

Trigger a mass record update to “activate” workflow

So I've created a workflow that update fields. This works fine but as a workflow is considered when a record is edited, only the new records, or the one edited get that field update. I would need to ...
0
votes
0answers
77 views

Formula to Calculate Time Difference Between Two Events [duplicate]

For my organization's Lead page, we'd like to calculate the time difference between a Lead's Ownership being changed from/to a Queue and the time someone checks a checkbox on the Lead record. We are ...
1
vote
1answer
42 views

How to access date fields of ActivityHistories and OpenActivities

I have a SOQL query to retrieve the date values but I am unable to set the fields. Where am I going wrong? This trigger is still in progress. trigger AccountActivityDateRollUp on Account (before ...
0
votes
1answer
30 views

Unable to read values from Standard Address Dropdown list in Before Insert trigger

am trying to read values from few fields (standard shipping address text and dropdown fields in Account object)in a before insert Account trigger. but to my surprise, when am trying to read values ...
2
votes
3answers
419 views

Date Formula to Calculate date excluding weekends

I have a formula that is calculating the date from another date field + number of days and returning a date. test census dates field = Confirmed_Enrolled_Date__c + 16 I want to exclude weekends ...
1
vote
1answer
47 views

Workflow and Field Update to Standard, Required Field

On the Standard Contract Object, I am trying to make a default picklist value for Status upon Contract record creation. When I use a workflow and field update, the field doesn't get updated in the ...
4
votes
1answer
224 views

Invalid field OwnerID for SObject

I'm attempting to upsert a record to a custom object named Contact__c, I'm getting a compile error "Invalid field OwnerID for SObject Contact__c" Here's the code: if(vault_key != null) { ...
0
votes
0answers
63 views

Apex trigger with Field update not working for all users

I have a trigger that emails the Contacts Household Email whenever a new Absence object record is created for a Contact. Inside the Absence custom object, I have a field for email. I also have a field ...
0
votes
1answer
130 views

Read CSV file from FTP and update records in salesforce

I want to read a csv file from SFTP server and using that i need to update records or mark checkbox field true in Salesforce. This needs to be scheduled to run everyday. Can you please suggest a ...
0
votes
1answer
65 views

Populating a Field with Lookup to User ID

I have a date field that, when changed, I'd like for an update to another field specifying which Salesforce User made that change. Would the best way to go about this be a Workflow Field Update? How ...
0
votes
2answers
44 views

Workflow that executes any time a record is changed or page is accessed

I have created a workflow and field update to go with it. I have made the workflow evaluate each time the record is created, and any time it’s edited to subsequently meet criteria. I have made the ...
0
votes
1answer
34 views

Change any field of any object at a given date: how to do that?

One of our customers has posed the requirement that it should be possible for field updates to be performed in the future. E.g. the address of an Account must be changed not now, but at a certain date ...
0
votes
1answer
22 views

Export contact detail to URL after Save

Im all looking for the following functionality: 1) User clicks Save on Contact Page 2) If a Picklist value equals, for example, 'Left Company' or 'No Interest', then.... 3) A Trigger fires ...
0
votes
1answer
53 views

Automatically Update the custom check box field based on Owner/ Owner profile and permission set

For new account, automatically Update the custom check-box field to true for User-xx or Account Owner profile-xx and permission set-xx. Need to implement this Without Code. By using custom settings, ...
1
vote
1answer
95 views

Update Lookup(Campaign) Lead value via trigger

I have a Lookup(Campaign) field Consumer_Newsletter__c set up on the Lead object. The Lookup(Campaign) field populates the Campaign Name on the Lead record. I'm trying to put together Apex code ...
1
vote
0answers
121 views

Trigger for field update on Opportunity (child) records based on Account (parent) field value?

I would like to automatically update the Stage field on all child opportunities to Closed Won when a custom checkbox field ("Payment Info on File") is checked on the parent account record. I came ...
2
votes
0answers
105 views

Timezone difference calculation [closed]

I have a requirement where the User's timezone might be in EST,PST or IST. Whenever an event is created for an Account, Start time of the event will be captured in the USER's timezone. But, there will ...
2
votes
1answer
309 views

Update parent object on child object update/insert

I have opportunities that are linked by a related lookup to contacts. I would like a field on the contact to list all unique "program types" on opportunities. Thus, when an opportunity is updated or ...
1
vote
1answer
50 views

Updating checkbox From custom buttons

I have tried so many times for the checkbox to be updated to true when a file is uploaded, however, despite trying and also searching on google, I still couldn't change the checkbox value.. Is there ...
0
votes
1answer
30 views

QuoteLineItem not being updated in table

I have a table that shows the QuoteLineItem's information and I have the UnitPrice in a textfield so it can be changed, using an action support and param to call an apex code method that updates it. ...
1
vote
1answer
146 views

How to replace a workflow field update by a formula field?

I want to replace a field update which has got formula as TEXT( $User.UserType__c ) by a formula field. The scenario here is if I create an account a text field called as Creation Origin will get the ...
3
votes
1answer
115 views

Need help editing this VF page so it will respect apex-input for reference field

I am new here and trying to stick to guidelines by posting a new question instead of in an answer :) My issue is exactly the same as this issue: Custom Value Picker Meaning that I have installed the ...
3
votes
3answers
406 views

Updating 50 checkboxes on picklist change with Trigger?

One of our objects has about 50 checkboxes. I've been asked to create a picklist that allows a user to "Check All" or "Uncheck All" of the checkboxes. My first thought was a workflow rule, but ...