Questions tagged [field-update]

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

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Calculating the start of a new month in SF

So essentially what I'm looking for is to be able to calculate the start of a new month. So for context, there is a checkbox that I want to clear at the start of every new month (if it's ticked ofc). ...
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How LastModifiedby (field) updated for true changes

I have a field named LastmodifiedBy that have a lookup with the objet User and it changes and takes the name of the user without making any changes or modification in my record , I just have to ...
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Approval Process Field Update does not register in Apex Unit Test?

I have created a small test with one approval process triggered from a Flow. Once the Approval Process' entry criteria is matched, a field update executes. However, when simulating this in a test ...
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Flow To Update Account Owner from Closed Won Opportunity Owner

I am trying to build a Flow to automatically update the Account Owner to be the same as the Opportunity Owner when an Opportunity of a certain Record Type "Paywall Assist" is Closed Won. ...
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Smart Mass Update - File Import - Append Data Field Value Instead of Update\Replace

I'm new to Salesforce & ZaapIT's Smart Mass Update. I'm using Smart Mass Update to import contact records via CSV files. I am looking for an option to append existing values in a data field ...
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How to assign field access to multiple permission sets at a time

I have a requirement where i need to provide read and edit access to object fields in 18 different permission sets. This looks like lot of manual work and will consume lot of time. Is there anyway ...
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After approval process I need to get the user who requests for the approval

Here in the first image I have given a field update so that my 'Requested by' field has to be updated to the person who requests for the approval.But here instead of getting the user who requests I ...
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Formula field to update first 2 letters and a number

I am writing a Formula Field to populate a ID. Here is the requirement I have a text field called work name where the end user gives values called "Core Work" or "Netflix" or "...
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need help with Workflow Rules formula

I am working on a workflow rules assignment and I am stuck on a field updation task, I need to update a field called 'Trainer Category' with values such as Platinum, Gold, Silver, and Bronze based on ...
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unable to update field with flow [closed]

please find the edited version : -basically what I want to see is how many tasks a user creates and save the final number in a "Targets" object.(simulation of a roll-up summary field) type ...
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Flow Trigger when Field is changed from Certain Value

This has been tricking me up all day and I would love some assistance. I have a flow that I need to update field1 when field2 is updated. The tricky part is I only want this to happen when field2 is a ...
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180 views

What is the order of execution for the final approval actions in a standard approval process?

I have 5 field updates and an email alert happening after an opportunity record receives final approval (see image below). Will they be executed in the specific order they are listed? If not, what is ...
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Automatically Populating Account on Contracts Created from Opportunity

My company has just started using Contracts. We would like our sales reps and managers to create the Contract from Opportunities. I added a custom field called Opportunity__c which is a lookup to the ...
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Update Number Field on Custom Object based on Opportunity Stage

I would like to update a Number field on a custom object when an opportunity's stage changes to one of a set of options (picklist). I have multiple opportunities related to each object, and need to ...
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193 views

Update field using Apex

I am very new to Apex and found this site- hoping someone can help me out. We have a LOT of code-free automation on our cases and related objects, so we had to resort to Apex classes to do a few ...
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312 views

Record-triggered Flows

If I update a field on record using Record-triggered flows, I want to know that according to the salesforce order of execution, will it cause the triggers and processes (process builders) to run again ...
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Record Triggered Flow not triggered when Record Type changes concurrently with a field change

TLDR: Why does a record-triggered flow not trigger when the Record Type ID is changed Concurrently with the Field Change? (in lightning, when a user clicks "edit record type" then edits the ...
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Name field creating middle name partial from first name

I'm hoping to get some guidance around a confusing bug in my salesforce. For some reason, and I can't figure out why, the Name field continues to create a middle name partially from the first name. ...
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Inline mass edit datatable Lightning Web component

I have an assignment to update a checkbox on multiple records on a lightning web component datatable. I found several examples where each record has to be clicked to edit(pencil),edit,update(save). So ...
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Salesforce update STATUS field without refreshing page after Queueable job finished

I have Status field in Account object, the field is pick list and the values are In progress Complete I created quick action button Run Queueable and if you click to that button it will trigger the ...
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Unable to update FromAddress field on EmailMessage Object

I want to create an apex class that updates the FromAddress in EmailMessage object (due to marketing cloud appending our domain to an incoming email's From Address causing the email address to be ...
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1 answer
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Update fields but only if the value is changed [closed]

I would like to update a field in an object, only in case a value was received, otherwise nothing changes in that field. Is that possible? If yes, how? I can't use the following code because I want to ...
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Field update action not working as expected

I have created a workflow on the Order Line Item object that fires when a custom field named Customer Budget is Changed. I have added 3 field update actions under this workflow rule. To update a ...
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1 answer
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Field Update via Workflow in Salesforce [closed]

In workflow criteria A field City is updated when criteria is met Ex- Ar>10000 then city field Is up dated as Kolkata Now when we decrease the AR to 100 why city field isn't blank . As the ...
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Trigger (not updating automatically) only updating field when editing and saving record

I have created a trigger to update a custom field "Net Amount" (NetAmount__c) anytime the value of the standard field "Order Amount" (TotalAmount) is updated. The problem I face is ...
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176 views

Can Flow Update Field using a formula once and then allow users to edit the field later?

I want to use flow to update a field on account level using formula once an Opportunity has been Closed Won ( so Closing Winning and Opportunity would trigger the flow), after the field has been ...
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Setting one autonumber that will sync to all (related) objects [closed]

We have decided we want all Leads, Opportunities, Quotes and a few custom objects to inherit the same autonumber so that it is easy to see related objects just by the number. Leads should get an LD-...
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Update in a Formula Field

I have Cus_Object__c and Account__c. In my Cus_Object__c I'm insert values by apex. And, I have formula field called Cus_Status__c in Account. Formula Value is : Cus_Object__r.Status__c; Cus_Object__c ...
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-2 votes
1 answer
17 views

Update sibling records from the same object fails

I have a custom object called 'myObject__c'. This object has a lookup with Account. Now I want to get the values of an existing record (e.g. recordA) and update another record (e.g. recordB). this is ...
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Update a field when clicking on the end chat button

I need to update a field when clicking on the end chat button of a messaging session: Is there a way to do this?
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Apex trigger to update field of related object

I have two custom objects: Loan__c and Book__c. Loan__c has a lookup relationship to the Book__c. I want a trigger to update a number field (minus 1 from the current value) on Book__c object whenever ...
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The approval process references the workflow action FieldUpdate OwnershipField_Update, which doesn't exist for the Account object

While trying to deploy an approval process I get the following error: The approval process references the workflow action FieldUpdate OwnershipField_Update, which doesn't exist for the Account object
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Unable to update a picklist field value with a new vlaue using SF CLI

I am trying to update a picklist field value from my automation framework and I am just unable to. Does anyone know why? C:/QA/sfdx/bin/sfdx.cmd force:data:record:update -s Cycle__c -i ...
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2 answers
567 views

Apex Error: Illegal assignment from List<String> to String

I have a requirement to fetch Contact Region from Contact and update the same on User. Here is my logic: list<user> user = [SELECT name,Region__c from User where isactive = true]; Set<...
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71 views

LWC: Call method on record update

I have an LWC on a record page that displays a toast message if some criteria on the record are met. The LWC does not have any html, it is just javascript that calls an apex controller. Since there is ...
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How to achieve recursive field update in workflow time triggers?

I am trying to recreate the scenario to encounter recursion of field updates in a time dependent workflow rule. I have 3 workflow rules on the object Account. Rule 1 triggers when Rating is hot and ...
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1 vote
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Trigger with callout not updating a field on Case object

I have a future callout which is triggered after case creation/update. The callout sends a request to my backend to create a resource there, then, it returns the resource ID, and it should ideally add ...
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1 answer
98 views

Update record on server using lightning component

may I know why this code does not change/update the field object data? By default, the field object (Final_Approved__c) is false. The type is a checkbox. This code is in lightning environment js. ...
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-1 votes
1 answer
73 views

How to fix System.NullPointerException: Attempt to de-reference a null object in a Batch

I have a batch and I can't figure out how to fix System.NullPointerException error going through my debug log my kes variable is null for (Known_Error_Subscription__c kes : scope) { kes....
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upsert operation using IdLookup

I want to perform insert and upadate operation on Account on same record by using following query but It inserts two accounts with different descriptions Account acct = new Account(Name = 'practice ...
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1 answer
28 views

Use Batch to send email on Article status change

I am trying to create a batch to send an email anytime the status on a Knowledge Article (Knowledge__kav) is changed. The difficulty I have on this particular object (Knowledge__kav) is that anytime I ...
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1 answer
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Match Ownership in Duplicate Leads

This is my first question here. I'm working with a company that allows duplicate leads, but they want all the duplicate leads to have the same owner. I'm trying to write a before insert, before update ...
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1 answer
237 views

Updating value from apex class

I am in the process of learning apex / salesforce. I am trying to update a textfield, in the salesforce UI with the Account object, when a HTTP request is made. So in the base class I made for the ...
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1 vote
1 answer
66 views

Update Case field from Service Contract related list [closed]

I'm asking for your help today because I don't know how to proceed. If you could give me advice or suggestions, I would really appreciate it! I would like to know how to update Case fields (Company ...
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2 answers
124 views

Count number of related Cases To a Contact

I have created a trigger to count the number of Cases related to a Contact. But my field does not update. Could someone help me figure out what I am doing wrong? Thanks trigger ...
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1 answer
689 views

Populate date field when another field is changed

I have two fields: Turnover and Turnover Date. The 'Turnover Date' is a formula field which needs to be automatically populated when the 'Turnover' field is changed/updated. Is there anyway to achieve ...
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  • 97
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1 answer
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knowledge__kav: System.NullPointerException: Attempt to de-reference a null object

I am unable to fix the error System.NullPointerException: Attempt to de-reference a null object on my trigger. Could someone help? Thanks trigger Knowledge_kavKnownErrorSubscription on Knowledge__kav (...
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114 views

The Opportunity field isn't getting updated from Flow

I have created a Record Triggered flow on the Opportunity object which triggers on both creation and update of Opportunity record. In my first step I have added a condition to check if a lookup field ...
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1 answer
262 views

Notifications from process builder fire when Owner field is updated manually, but not when Owner is updated via process builder

I have a process builder set up to do the following on a custom object, Referral: If the custom field "Referred To" changes, update the Owner field to a queue (the queue id is dynamic based ...
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1 vote
1 answer
222 views

Process builder cannot evaluate formula field

I have the following formula field 'Payment Status' that checks if an invoice is paid or not: I have a process builder that checks if the value of the payment status is 'Unpaid', it schedules some ...
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