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3
votes
1answer
35 views

Trigger a workflow using another workflow

I am currently using two workflows to check if a record has been updated or not on a daily basis. The first workflow has the following logic : (If RecordName equals 'RECORDNAME' , AND If Status ...
0
votes
1answer
29 views

Apex Trigger To Update Owner On Master Record Based On Picklist Value On Detail Record

I have a scenario where I am trying to create an Apex Trigger that updates the Owner on a master record based on the selection made on a picklist in a detail record. My master object is: Label: ...
0
votes
2answers
49 views

Workflow rule on opportunity to check account status (custom field) and update opportunity field status

I have created a workflow rule for Opportunity object type which checks if Account Production status (custom field) is set to "Cancelled" it will trigger an update field which would change opportunity ...
2
votes
2answers
38 views

New Workflow Rule with Existing Field Update for ChangeSet

I'm creating a New Workflow Rules with existing field update, do I need to include the existing field update in ChangeSet?
1
vote
1answer
52 views

How to change record type by workflow?

"By changing the pick list field value, trigger the workflow to change the record type id accordingly " how can we achieve this. please help
2
votes
1answer
29 views

Email BCC to Salesforce Function Not Triggering Workflow Rule (Task Field Update)

I've set up a workflow rule to update the activity TYPE field based on the subject of the email. AND( BEGINS(Subject, "Email: Fwd:"), ISPICKVAL(Type, "4. Email Out"), NOT(ISBLANK(WhoId)) ...
1
vote
2answers
48 views

Having trouble writing my first trigger that populates a lead field based off of Activity/task criteria

We have a Lead field that is populated with the date and time of the first activity on a record called First_Response_Date_Time__c. What we now need is more information on that first activity. We ...
0
votes
1answer
55 views

Updating Checkbox values using workflow

I would like to create a cross object workflow that updates a checkbox value of the child record (with true /false) with the checkbox value of the parent record (true /false) and recalculates every ...
1
vote
2answers
96 views

how can i populate an account field based on the account that a child record belongs to

I want to be able to take the child record id look up the parent id and take this parent id and save it into the lookup field for the parent, for illustration: a case with account lookup and asset ...
1
vote
1answer
41 views

Convert Text to Date field

How do you populate a text field yyyy-mm into a date field setting the day as 01 as mm/01/yyyy?
0
votes
0answers
41 views

Take updated field's value from last sibling record

I have a custom object Finance__c which is a child of Contact with fields: Amount__c (Number type), Type__c (Picklist), Balance__c( Formula), and few other formula fields When I create a new ...
0
votes
1answer
221 views

Too many DML rows: 10001(bulk update)

when I try to run the code below I am getting this error: 'Too many DML rows: 10001'. The object that I am trying to update is one of the main object in the org. so it has multiples triggers, ...
3
votes
1answer
145 views

“Expression cannot be assigned at line -1 column -1”

I'm trying to write an Apex trigger that makes a field on the Contact called Meeting Date equal to the Meeting Date field on the Opportunity. For some reason I'm getting an error saying "Expression ...
0
votes
2answers
39 views

Date & Picklist Fields with Record Type

I want to create a formula for a particular opportunity record type, comparing two date fields and returning one of two variations on a pick list. I've tried variations on the below formula but can't ...
2
votes
3answers
115 views

Checking a Custom Field if Opportunity Stage has changed

i can't figure it out where i did mistake..any help would be appreciated.. trigger oppiswonchec on Opportunity (before update) { for(opportunity opp : trigger.new){ opportunity oppold = ...
4
votes
3answers
192 views

How do I mass update my object?

I have created a new number field within my Opportunities object which is set to required and has a default value (0), however this is causing issues with closed Opportunities that did not have the ...
1
vote
1answer
86 views

Validation rule confusion adding OR

I have trouble writing validation rules in Salesforce. So I have a checkbox field BypassWF__c which when checked bypasses workflow. I have three fields AssignedToUser__c, SupportUser1__c and ...
2
votes
1answer
62 views

Complete Regex Reference For Salesforce Formulas?

Is there a complete Regex Reference somewhere for using REGEX() in formulas? I have searched and found nothing useful. The problem I am having is below. I want to know if any of the characters ...
1
vote
1answer
45 views

Get one value from a list as an integer

I am having trouble updating a variable because of various errors. I cannot get the value from my list to work with the value of my other list. trigger StudentNoUpdate on Class_Size__c (before ...
0
votes
1answer
58 views

What do I put in front of my query to update a field

Opportunity is the master and CustomObject is detail with multiple CustomObjects linked to one Opportunity. I want to update OpportunityField to equal CustomObjectField from the most recent ...
1
vote
2answers
99 views

How to track the creation and last edited date of a custom field - best practice

Here i have issue regarding workflow or trigger.On Account level i have 2 fields.. 1) Account note - text field 2) Account note modified date - date field I want the Account Note Modified Date ...
1
vote
1answer
175 views

Unable to use priorvalue() field update with a user field

I've got a field update that saves prior value from a lookup to user object. The updated field is then used in email notification. It used to something like PRIORVALUE(ME1__c), but that would just ...
2
votes
1answer
54 views

Use Workflow to update checkbox between objects

I need to update a checkbox field on the Lead object called Grant Access by replicating the same type field Grant Access on the Campaign Object. I cannot use a Formula field due to limitations ...
2
votes
1answer
97 views

Update fields in Custom Object (Sales Order) when related Custom Object (Sales Invoice) is created

This is only the 2nd trigger I've attempted to write, and it's making me nuts. I have two custom objects: Sales Order Lines (child of Sales Order) and Sales Invoice Lines (child of Sales Invoice). ...
0
votes
1answer
106 views

Fatal Error - Developer Console Event Object

I'm trying to run some tests using the developer console on the Event object. `List<Event> even = new List<Event>([SELECT Id, Status_Event__c, Activity_Cost__c ...
3
votes
2answers
427 views

Field Update Trigger - Why is the field not updating?

I'm trying to create a trigger that updates a field on a contact whenever the contact changes ownership. The trigger saves without error, and my test class for the trigger gives a 100% code coverage ...
1
vote
1answer
271 views

Update LastModifiedDate field of custom object

I'm uploading attachments to a custom object using the following JS. I want to update the LastModifiedDate field of the custom object each time I do this. Would anyone have any suggestions as to how I ...
0
votes
1answer
63 views

Updating a record without DML

I am writing an after update trigger on OpportunityLineItem that will update an opportunity based on values retrieved from it's respective line items. By sheer accident, I forgot to include the ...
1
vote
2answers
232 views

What is wrong with this apex trigger to cascade address updates?

I've only just started using apex so I'm having trouble pinpointing what is wrong with this code. It is a trigger on accounts which is intended to cycle through all contacts belonging to an account ...
4
votes
2answers
477 views

Trigger to update Account field when update is made to Custom object

Hi i could use a little help and i'm totally stuck. I'm trying to write a trigger to update a custom field on my Account object when a update is made on a field in my custom object. The object is ...
1
vote
1answer
74 views

Touching Contact Record in Person Account scenario

We use Person Accounts. I'm very familiar with how they work (after 3.5 years of dealing with them). We are constantly at the brink of no custom field space left on our Account object. I decided to ...
0
votes
1answer
484 views

Email-To-Case, Set Field Values When Email Arrives

Cannot find any example of guide to this either here on in SF's "help"... When using Email-To-Case, is it possible to add (workflow I would assume) a value to other field(s) on the Case when it's or ...
-1
votes
2answers
69 views

How to work with field update in workflow?

I have two fields, A and B i am using workflow on both field for field update... criteria is like, If A = 1 then b should be 1.. both are picklist fields..Like A contains HI,none b contains HI,none ...
2
votes
1answer
130 views

Prevent User from changing related list lookup

I have a related list object through lookup relationship. When i click on new button on child object in related list, the lookup is prepopulating with the parent Name. how can i prevent the users ...
2
votes
1answer
66 views

Changing a Case Insensitive field in Managed Package

I have a "Dupe Detector" field in a couple of objects that is Unique (Case Insensitive). It is a Text(255) whose value is updated by a Workflow Field Update. We have recently had the problem that ...
1
vote
1answer
49 views

how to enable a profile to mass update records?

How do I enable a profile to be able to mass update records of a specific object in Salesforce?
0
votes
2answers
262 views

dupecatcher - Duplicate error from salesforce when updating Account which has same name

I am trying to update on Account Object's one custom field by using trigger. But always hitting the below error if Similar Account Name are existed in DB. It is so confusing and shouldn't check for ...
1
vote
2answers
114 views

How to write a status update trigger for object having Look up filter?

I have 3 custom object "Project"(Parent), "Block"(Child), "Flat"(child of block). In Flat object i have a field called "Status" which is picklist values('Available', 'Block', 'Sold'). I have one more ...
5
votes
1answer
76 views

Looking for declarative approach to updating a field on a child record basd on a value from the parent record

I am racking my brain on the best way to solve for this seemingly easy issue. First let me set the stage a bit: I have custom objects called 'Demand' and 'Release'. Each demand is associated to a ...
3
votes
1answer
304 views

Field Updates in Workflows

I have a workflow that has three field updates. I would like to know if these occur in sequential order. If I can guarantee they do occur in the order I have set out I can accomplish my use case ...
0
votes
1answer
782 views

Follow up on apex trigger with cross objects

This is a follow up on this morning thread. And thanks to both person who have helped me this morning. Now, I'm trying to get a bit more fency (well the business logic wasn't well developed at the ...
1
vote
1answer
143 views

Can an Opportunity be Changes with Stage as 'Dropped' or 'Lost' once it is 'Won'

I am getting a problem according to which I have two picklist fields in Opportunity: 1. Stage , 2. Category (Dependent on 'Stage') & 3. Status (text field). Now I have some workflow's which ...
2
votes
1answer
405 views

Approval process step field update doesn't appear in same step's Visualforce email template?

Two step approval process on custom object Foo__c initial value of Foo__c.Status__c is 'Submitted' Approval Step 1 actions are threefold: Field update on Foo__c.status__c = 'Step 1 approved' Text ...
4
votes
1answer
575 views

after update trigger creates duplicate value to related list if related list is empty

I am trying to create a trigger that would add a new value to a related list if a value is adeded to a field. The field is called Reason of Contact (ROC) and when ever a new reason of contact is ...
1
vote
1answer
510 views

How to Update a datetime field with current date time in VF page?

I need to update a datetime field with current date time in VF page using JavaScript.Currently my code is like this : var newRecords = []; var a = new sforce.SObject("myObj__c"); ...
5
votes
1answer
222 views

Why does this formula not evaluate to true?

I have a time based workflow but the criteria I have set up is not being evaluated to true even though the results are the value that I believe them to be. Here is the debug log showing the workflow ...
3
votes
2answers
224 views

Update a Parent object with field values from the Grandparent

I am attempting to update the parent of a newly created object with fields from grandparent of the object. Does anybody have an answr to this ? I'm currently trying to convert this code into this. As ...
4
votes
1answer
138 views

I would like to auto update a field using parsed data from another?

I am trying to either set up a field that will auto populate with parsed data from another or a workflow to accomplish the same. I have text field of Field1_C with data 12345D. I would like to pull ...
2
votes
2answers
289 views

Trigger to update Account from multiple child custom objects

Can somebody please guide me through creation of a trigger that would update a text field on account from picklist on a child custom object or objects? The issue is that there can be two or even more ...
9
votes
3answers
825 views

Avoiding use of future calls in triggers?

I have some code I'd like to change in a trigger. The issue is that there is a field that is being updated with a prefix plus the value of a field in the object that is an automatic number. The ...