There is no option to Edit or Delete an existing Workflow Field Update. Is there a reason for it? I have System Administrator permissions on the account.

Both the Lightning and the Classic interfaces miss the options.

UPDATE: And of course now I need to update the actual field but can't:
"Cannot change Record Name type to autonumber; field update exists. (Related field: Name Display Format)"

NOTE: I am fairly new to the SalesForce interface but otherwise well versed with many CMSs and other web based apps.

List of Workflow Field Updates

Details of a Workflow Field Update

  • 1
    You are not logged in as an administrator. If you were, you'd have the option to edit/delete the field updates. – sfdcfox Aug 31 '18 at 9:33
  • I wish it was that simple, but that was the first thing I checked. My account has the System Administrator profile, and the profile has the default permissions AFAIK. – Gabriel R. Aug 31 '18 at 13:42

You are not having System Admin profile or doesn't have Customize Application permission enabled at your custom profile.

If you have either of those then Create, Edit and Delete Workflows can be possible.

Refer this screenshot and User capabilities with 'Customize Application' Profile permission

field update.

  • Thanks for the answers, but as a System Administrator I do have that permissions. I check in the profile snpy.in/gyfvQ9 PS: Also, I definitely have the option to create Field Updates. – Gabriel R. Aug 31 '18 at 13:36

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