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1
vote
1answer
14 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
51 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
14 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
15 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
41 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
27 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
28 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
28 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
66 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
24 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
41 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
30 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
31 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
18 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 ...
3
votes
1answer
76 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
30 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
35 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
113 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
18 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
115 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
48 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
28 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
43 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
57 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
28 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
47 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
546 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
135 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
77 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
32 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
67 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 ...
1
vote
1answer
29 views

Getting date in salesforce case

I am a bit new to salesforce. I have made a web to case form that I have to use on goolge sites. I have made the HTML data picklist for day, month and year. How can I get all these three in salesforce ...
1
vote
1answer
39 views

How can I log new activity/update a field when contact appears in report?

I'm in higher education, and we use our org to manage the admissions process. Emails, reporting, all of that is a breeze, but we also send out some essential information by way of our postal ...
0
votes
1answer
117 views

After Insert - Update Lookup on Custom object with other field

After performing a bulk upload, I need to update the Lookup on custom object. Matching field exists on the parent as external ID but that may add complexity. if field Custom.loc__c = DAV then update ...
0
votes
0answers
96 views

Cross object field update on an Opportunity from Apttus Quote/Proposal records?

I'm a beginner. I don't want to give this over to our consultants, but I'm seriously vexed. I need to create a new field on my org's Opportunity object that equals the Description field of the ...
0
votes
1answer
26 views

Trigger on Account Name Init caps

I have a requirement to make First Name , Middle Name and Last Name fields as initial caps and then form the Name field by concatenating them. Can someone suggest a way out?Please find my trigger ...
1
vote
1answer
197 views

Multi level multi select dependent picklists

I have an interesting question which I am having trouble solving. The table below will show you better what I have to do. Based on a multi-select picklist (column OU in the table above) the user is ...
0
votes
1answer
83 views

Update list values in an input text field

I have below code to update the input text field value for OUTCOME field from the User. My list update is failing to happen without throwing any exception. Please can someone help me here? My ...
0
votes
1answer
21 views

Do I have to update an object that will be inserted in a before insert/update trigger?

I have a simple question: in a before update/insert trigger, do I manually have to call update on a field that I want to change values in or, since that object is going to be inserted/updated after ...
1
vote
1answer
89 views

Clone a record in after trigger to update field values

Hi I need to fetch the status field values from the Case History in order to set date/time on when the status was changed to a waiting state. While I was running this code I encountered a run time ...
1
vote
2answers
281 views

How to update a date field with data from another date field in workflow rules

I have a workflow rule in place that needs to update a date field when another date field is is filled. IF Date1 is filled, assign Date1 value to Date2. What's the best formula to use in my Workflow ...
0
votes
1answer
32 views

How to set a field in oppty based on a parameter of it's products?

I need to check a CB on an oppty, when any of it's products are of a certain character. Our products have a CB named: 3D If an oppty, has any such 3D product, I want/need to check the CB: is_3D - on ...
0
votes
2answers
111 views

Javascript Button - Add picklist values - Output to text area

I have about 8 picklists, half of them have values of 0 or 0.5 and the other 0 or 1 or 2. I'm trying to develop a button that will add all the values of these picklists together (picklist + picklist + ...
3
votes
1answer
123 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
2answers
192 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
259 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 ...
3
votes
2answers
103 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
1k 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