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

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3
votes
1answer
27 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 ...
0
votes
0answers
13 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
votes
0answers
16 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
44 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
vote
1answer
46 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]; ...
2
votes
1answer
40 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
votes
3answers
91 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
39 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
votes
1answer
34 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 ...
0
votes
0answers
42 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 ...
0
votes
0answers
43 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
votes
1answer
24 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
62 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
votes
0answers
30 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
34 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
47 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
votes
1answer
97 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
votes
0answers
59 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
80 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
15 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
36 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
31 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
45 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
47 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
91 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
53 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
85 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
42 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
232 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
30 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
124 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 ...
0
votes
1answer
195 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
58 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
40 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
38 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 ...
2
votes
0answers
49 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 ...
0
votes
1answer
23 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
43 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
68 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
14 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
55 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 ...
1
vote
0answers
26 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
51 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
288 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
92 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
116 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
55 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
35 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
716 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 ...