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

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0
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2answers
13 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
24 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
0answers
13 views

Update Asset field from associated/related Cases fields

I want to update an asset field based on the same field in its related case(s). The field is multi-select and it tracks specific repairs done to the Asset. Example situation: When an Asset is ...
0
votes
1answer
16 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
27 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
30 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
35 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
45 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
42 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
28 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
22 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
37 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
48 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
199 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 ...
1
vote
1answer
36 views

Apex trigger to update picklist on custom object from an activated order

I'm trying to write a trigger so that when an Order (standard object) is Activated, the Status__c picklist (custom field) on the HD__c (custom object connected to an OrderItem (standard object)) will ...
6
votes
2answers
82 views

Text field to Picklist

Is it possible to push the value of a text field into a picklist without using a trigger in salesforce?
0
votes
2answers
54 views

Copying Account Address to Contact Address

I am trying copy the address from account to contact after updating. But after update the address in contact is still the same. I could not figure out why. Any insights would be appreciated. trigger ...
1
vote
1answer
27 views

Updating the status picklist

I'm using custom objects and one of the requirement I have is: When an "Assigned user" (lookup) and "start date" (date field) is set then update the "status" (picklist) to Scheduled my question is: ...
0
votes
3answers
66 views

how to update 2 fields of 2 different object if the condition is true in 1 workflow?

Hiii, I want to know that how to update 2 fields of 2 different object when the if condition is true in 1 workflow in salesforce???? eg ...
-1
votes
1answer
19 views

Is it possible to use the Flow Name of a visual workflow to populate a field on the record that was created by the Flow?

I have a flow that creates a case record and would like to populate a field on the new case record with the Flow Name. So I basically need to track which flow created the case record. I have had no ...
0
votes
1answer
47 views

Update Lead Owner using Flows/ visual Flow

I created a flow with many choices, one of them is update the Lead Owner,it takes you to a screen where you choose 1 user from a list of users and in the Flow I save the User Id but when I hit Next ...
2
votes
2answers
81 views

Contact record update trigger

I am writing apex trigger. I need help with a salesforce automation. Sets a field "My Field" to Yes. This triggers the code. Code finds all contacts with the same email address. Code updates the ...
2
votes
1answer
42 views

What is the best way to update a custom field on a standard object based on an activity?

I have a custom field on the Campaign Member object that is called Call_Dispositon__c. I would like this field to be updated to match what is entered on the Call_Disposition__c field on an Activity. ...
1
vote
1answer
54 views

The approval process references the workflow action FieldUpdate Some_Field_Update, which doesn't exist for the Some_Custom_Object__c object

While trying to deploy an approval process with the Salesforce Migration Tool, I get the following error: The approval process references the workflow action FieldUpdate Some_Field_Update, which ...
-1
votes
2answers
61 views

Put and direct setting sobject value does not show

I am trying to set a custom field of an custom object from apex object.put('field__c','value'); object.field__c = 'value'; Both of these lines do not set the value. However is I log the result of ...
2
votes
0answers
134 views

Time-based Workflow not triggering

I've been working on testing a time based workflow, that fires off an email 1 and 3 hours after a new contact is created. Of course, this is small scale testing, as I would eventually like to ...
1
vote
1answer
43 views

How can i mass update a checkbox on campaign members from a related list?

i have added a lookup to a custom object on campaign member that shows them on the related list for my custom object. i need to be able to show a checkbox for a custom fields on campaign member, ...
2
votes
1answer
63 views

Formula that return the date when the checkbox was selected

I am trying to make a formula which will return the date when the checkbox was clicked. This is what I got now and it's not working since it gives the value for all fields as same date. ...
2
votes
1answer
63 views

Cannot Update empty Fields Using SOAP

I'm using the Enterprise WSDL in .NET and trying to run binding.update(sObject[]) on an Account record that I previously loaded through the SOAP client. Basically, I'm comparing and setting values on ...
0
votes
1answer
50 views

Every 1. day in month I need to update my custom number field with default value “2”

I don´t know how to do it via workflow with update field, because something must activate my workflow... It must be: Created or created, and every time it’s edited or created, and any time it’s ...
0
votes
1answer
25 views

How to update relevant records in visual page when an button is clicked?

I created VF page which displays top 10 drivers based on thier driving efficiency(Soql query). when the particular driver in the list clicks HOW?( To tell how they achieved that position) button a ...
4
votes
1answer
209 views

Calculating date/time x working hours from now

I need to trigger an email notification 9 working hours after a particular field is changed in Salesforce. So if the field is changed on a Friday at 4pm, I need to calculate now() + 7 hours + an extra ...
0
votes
1answer
77 views

Data Import Wizard for Contacts, prevent duplicates?

I'm importing a CSV file with about 2500 contacts from another system, outside of SalesForce. The wizard is matching based on name. So if I import the same spreadsheet again, the data doesn't update, ...
0
votes
1answer
28 views

Need help to make trigger and VP

1.- Create an object called A, with a date field called DateA - Create an object called B, with a lookup field to A and a date field called DateB 2.- Create a trigger that will set the DateA field as ...
2
votes
1answer
49 views

Need Child Account Trigger Help

I am trying to update all child accounts to have the same Order Manager(lookup to Contact) as their parent. The caveat is that I only want to do this for accounts that arent parented by my two top ...
2
votes
3answers
324 views

Getting custom field old values using formula field

I have a phone field in custom object which stores phone number which is updated when we get new phone numbers. I need to find the old phone number using formula filed. Can anyone please help me in ...
0
votes
0answers
30 views

Is it possible to keep lead's data updated through LinkedIn?

We closely monitor bounce rates and other features using an email client we have connected to Salesforce. Our main concern right now is that a lot of clients change their emails, companies and other ...
1
vote
1answer
176 views

How to create workflow to update SFDC multi-select picklist

I need to create a workflow field update to update multiple values in a multi select picklist. Is there any way to do this?
-1
votes
2answers
73 views

Please help me.. i want to update only one cell of a table on button click .. my problem is whole column in updated at once

please help .. I can update available to sold and sold to available on any button click but problem is whole column changed .. i want when i click on change status only that row status should change. ...
0
votes
0answers
36 views

Update field after auto-response

I would like to change the value of a field when an auto-response email is sent. The idea would be update a the value of a checkbox called "auto-response reply" to true. If it's not possible, any ...
0
votes
2answers
52 views

Update a field when receiving a 2nd line item

I have a custom object. When receiving a second line item on that custom object I want a check box field to be updated to true. I have tried using workflow rule but I couldn't find any relation for ...
0
votes
1answer
25 views

How would i bulk this? [closed]

List<Account> acctList = [SELECT Id FROM Account Where Guest_Type__c = NULL LIMIT 100]; for(Account acct :acctList){ acct.Guest_Type__C = 'Conference'; acct.Segment_1__C = '24 Hour ...
0
votes
1answer
65 views

Update Trigger isn't updating

I'm trying to write an update trigger on custom orders object. There is a field Ship_To__c in orders object which is a text value. Another table SUBSCR_SYSTEMS__c holds data LEGACY_CUST_NUM__c that is ...
0
votes
1answer
36 views

Field Update, leave unchanged if there's a value in the field

I'm trying to create a field update on the Amount field in the Opportunity. If there is no Amount and that the Opportunity is Qualified, I want a default amount to be added. However if there is ...
1
vote
1answer
87 views

How to update a custom field status when the email(from send an email functionality) has been send

I have created a custom filed in Orders that is a picklist field. On default is pending. How can I automatically update this field to send when I use the send an email functionality through the ...
0
votes
1answer
1k views

Passing Inputtext field value in pageblock table to Apex controller

I'm trying to pass an inputtext field value within my pageblocktable to my Apex controller so that I can update the record. My VF: apex:pageBlock title="Z Table"> <apex:pageBlockTable ...
1
vote
1answer
191 views

Changing color of field label when Checkbox == True

I asked this question on another forum, but I guess it would make a bit of sense to ask on a SalesForce forum. My goal is to have a checkbox field named "Inactive" and whenever the checkbox == false, ...
1
vote
1answer
101 views

Best way to use Workflow to update multiple custom number fields

I have a custom object that is Master-Detail to Accounts. What is the cleanest way to use Workflow with Field Updates to update 1 to 28 fields on the Account when they are populated on the custom ...
0
votes
1answer
40 views

Help with Trigger to Stamp Text Field from Parent to Child

I'm starting to learn Apex and work on basic triggers so apologies in advance if the code is bad. Architecture: Parent: Opportunity; relevant fields = Draw_4__c (checkbox), Project_Stage__c (text) ...
0
votes
2answers
75 views

Workflow Criteria evaluates to true but object not added to time based workflow

I have created a time-based workflow that checks some criteria on a custom objects and adds them to a time-based queue to execute 60 days after a particular date on the object. When we edit and save ...