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

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1answer
20 views

updation of field in custom object based on checkbox value in standard object

I have created an object with the name ‘Account contact role’ and it has following fields: Con_Status_inactive (Checkbox), Inactivated Date(Date Time), Account (Lookup), Contact (...
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15 views

While making a field,API Name appears automatically after filling the Label Name field,could we achieve the same while creating our own fields?

I wanna know that could we achieve the functionality that one field value gets automatically populated on filling another field on the form ,at the same time,not after the click of "Submit" button....
0
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1answer
39 views

Compiled Formula is too big : Also does not work under Workflow criteria

Formula to compute the value of Office__c is as follows. CASE( Account__r.Office__c , "Americas","Americas", "EMEA","EMEA", "China", "China", "Hongkong", "Hongkong", "Taiwan", "Taiwan", "Korea", "...
2
votes
1answer
18 views

Salesforce process builder - When removing active account from hierarchy, failed but works when added to hierarchy

I currently created a process which checks if a parent account is present, has been changed and checks if a parent field contains a certain value. If these conditions are met, update other fields in ...
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0answers
11 views

Assigning Contacts to Partner Community user

I have a Partner Community set up with Partner users created. I want to assign a contact to a partner user using a workflow but I can see this user in the field update wizard. I only see internal ...
0
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0answers
11 views

Trigger on Task to update whoID related field on Task Page

I have a scenario to update Activity's related contact functional role ( custom pick list field on Contact) on task and Event. As I am new in Salesforce development so with the help I found below ...
1
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0answers
30 views

Field value getting deleted after updating trhough Process Builder workflow

We have a Process builder workflow which updates a field to a record ID on creation of a X record. However, the field value gets deleted with a time gap of a min or at the same time. When checked the ...
3
votes
2answers
40 views

Trigger to update the owner of child record to the owner of parent record (look up relationship)

I have a custom object called "Recurring Storage Revenue". This object is populated via integration so the owner of the revenue records is the system user. I need to build a trigger so that the owner ...
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2answers
30 views

Pre-Populating text field based on picklist

Very new to SalesForce so apologies if this is a basic question! I'm using the Case object and have a custom field - "Case Sub-Type" which is a picklist. I also have a custom long-text field - "...
0
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2answers
29 views

Fire After Update trigger with respective method only if we update the respective field

I have a Handler Class and helper Class. Calling 3 Different methods from Handler classes. I want to call those Methods only when the respective fields are changed. public void OnAfterUpdate() { ...
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0answers
33 views

How to update a field on Lead object with Lightning Components?

I was playing around with Lightening Trail Head Examples and couldn't figure out how to update a record. When I asked google Yoda master, master referred me here,to this post. I was able to replicate ...
0
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2answers
45 views

Adding One Year to Date Field Value Through Custom Button

I'm going through one of the Force.com workbooks and attempting to add some functionality to a Date field using a custom button. On click, I want to button to update the appropriate field by moving ...
1
vote
1answer
32 views

field update using workflow and formula function

In standard object Case there is Description field and there is text being inserted i'm looking for specific text/string "First Name" and i would like to move everything from the left of "First Name" ...
1
vote
1answer
250 views

2 workflows vs Process builder. Which one is better?

I want to design a workflow to make it work like, If criteria C1 =true; -> Action 1. Field Update If criteria C1 & C2=true -> Action 1. Field Update 2. Email alert. In a single workflow ...
1
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1answer
64 views

Update field using Lightning Components

Let me preface this by saying that I'm new to developing on the Salesforce platform. I'm building a simple Lightning component where I want to query and display fields from a custom object, and then ...
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0answers
19 views

workflow directly change picklist field value of last condition

when we select all checkbox of s2 milestone and click on save than stage value changed into Stage 3 - Solution Presented & Accepted but its goes on Stage 5 - Order Placement This is My Workflow ...
1
vote
1answer
32 views

Custom Java Button Create Record on Object and fill also lookup to other Object

I created a Java Button that should create a Record on Object Zeiteintrag__c on this record is a Master Detail Relationship (Stundenkonto__c) that should be Updated with the ID of the Record of this ...
0
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1answer
22 views

Field Update Script Does Not Update Records

Why does this script not update the records in the developer console execution window? Data_Prep__c is a checkbox field with a false value. Seems like this should work. List <Account> acctlist ...
3
votes
1answer
38 views

I want to change the record type of contact if 6 months has passed since 'last communication date'

i have written a workflow rule that will Evaluate the rule when a record is created, and any time it's edited to subsequently meet criteria, which eventually will change record type of contact. Rule ...
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0answers
23 views

Process builder alternative to cross object (no relationship) field update

I built this in Process builder and it updates the credit manager field based on the billing region -but causes other Flow Application errors such "Workflow failed to trigger" when approver is trying ...
2
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0answers
22 views

How to set a null value in a data extension field using javascript

I am trying to set null in a data extension field using server side java script, but it doesn't work. it is a date time field that goes to "monday, january 1 of 1900 00:00" every time I try do set it ...
-2
votes
1answer
47 views

How to make a field blank using dataloader [duplicate]

I have an email field having some values. I want to make this field blank. The problem is I have to make this field blank for 1000 records. When I try to update the email with blank in data loader it ...
1
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1answer
50 views

How to update lookup field with hierarchy fields

Accreditation__c[] accr = [SELECT Id,Business_Plan__c,Account__r.parentId FROM Accreditation__c WHERE isActive__c = true AND is_branch__c = true AND Business_Plan__c = null limit]; Set<...
2
votes
1answer
50 views

Is trigger update existing records?

I have one trigger that updates records. Now i just wanted to know if we update those records with data loader. The D M L Operation code would perform or not. Because i need to update few existing ...
2
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3answers
96 views

what is the best way to update hundreds of existing records

I need to update existing records. when i am trying to update single record in developer console(anonymous window) by passing ID in where clause. But, when i try to update multiple records i'am facing ...
2
votes
1answer
47 views

Record Type Field Updater on Task object?

I have created an Activated workflow rule that says if a Task's subject contains 'Email:' update the record type field. However, after performing several bcc to email tests, this is not working ...
0
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1answer
43 views

Update picklist field using workflow rule

I have a object called job application and another object called Interview. On interview I have a lookup relationship field to the job application object. I have a picklist field called status in ...
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0answers
51 views

Trigger does not fire up when trying to update record using third party application

Good day, everyone I have created a trigger in salesforce and I also create a connected app to send data from my wordpress app to my custom object in salesforce. All is working well when I try to ...
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0answers
61 views

ISCHANGED for Formula Field

I am trying to use ISCHANGED on a formula field in a workflow. So I am doing something like ISCHANGED(dummyformulafield__c). But this is returning true at all cases. So I tried to use PRIORVALUE. I ...
0
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1answer
28 views

Match “custom ID fields” from Acc. and Cust.Obj and update lookup field with ACC Name by ID

i facing following issue: We Have Obj. Account and Obj. B__c. On Object Account we have a ID__c which stores an ID. Now we get this ID from an external System written in an text field on Obj. B__c ...
2
votes
1answer
64 views

Time based workflow not triggering an update trigger

The scenario is simple - we have a date field called "End date" on Order. When end date is reached, status of Order should be made as "Cancelled". Also, all cases related to any cancelled orders ...
0
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0answers
33 views

Fields update from Record Type 2 Record Type

can you please provide your suggestions on below query: I want to update few fields (lets say A,B,C) from one record (ex: record type X) to another record fields (A,B,C) (ex:Record type Y) on one ...
2
votes
1answer
42 views

Loading data using data loader

I have a scenario where I want to just edit and save bunch of records without actually editing any fields or data in that record. I want to do this because the workflow rule associated with this ...
1
vote
1answer
59 views

Field update on record type is not firing

I have 2 workflows that work on 2 record types. Each record type is associated with a respective page layout which has its own fields. The first record type is 'X' and has a field 'Status' in it. The ...
0
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1answer
107 views

Edit Permission on Field with Particular Record Type for Selected Users

Want to do : Give Edit permissions for "Field1__c" on only Record Type = "Record_Type1" for Standard object to particular users (u1, u2,u3) only. All other users will Read Only for that field on ...
0
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0answers
99 views

perform field update on rich text field

I have a rich text field on a custom object which I would like to fill in when another custom picklist field of the same object has some particular value. I know this can't be achieved through ...
2
votes
1answer
140 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
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0answers
17 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, ...
1
vote
1answer
48 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
40 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 (let´...
1
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0answers
47 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
48 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
147 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
58 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
110 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
54 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
369 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
31 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
189 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
23 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 ...