Questions tagged [field-update]

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

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28 views

Before insert is not taking effect

I'm trying to update an Email field on an sObject, we have lots of relationships, so using workflow rule is out of the question. Basically I need to send and email alert to the account owner of a ...
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16 views

Populate fields in service console for new record

I have a custom object called Refund under the Case object and there are fields called company name, address, Refund amount Address under the REFUND Object. My service cloud users want the Fields ...
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31 views

“INVALID_TYPE_ON_FIELD_IN_RECORD” while updating date/dateTime field using SOAP client

I have a SOAP client which connects with Salesforce and do CRUD operations. Earlier I used to use Axis to generate stub and in that case it works perfectly but then I replaced axis with force-wsc due ...
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2answers
39 views

How to update past values in to newly created field

I have created new field and updating the field with another field value using Workflow rule, When I create new record the field value is getting updated in the new field. Now the question is how do I ...
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2answers
43 views

How to pull an email address from one field into another

I'm wanting to insert the Account 'Email' value in to another field in a Workflow action but am having some trouble getting the formula right. This is what I Have so far.. Workflow rule = `Account: ...
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3answers
166 views

How to read lightning:recordEditForm Object instead of using API

I got 3 lightning:recordEditForm components on a wizard (3 pages handled by slds-hide/show) to capture details. At the last wizard page it must save first object, and 2nd object must get first object'...
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2answers
40 views

Send email or report only when a field value is updated

I have a rich text field on contact object. I want to send an email whenever the content in the rich text field changes. I have enabled field history tracking. If reporting is a right way to ...
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2answers
35 views

Workflow Field Update giving an exception Error

I am using the Field Update Workflow with the below scenario- If Length of name(Field)is Blank - Error Message: Name length is invalid If Length of name exceeds 35 - Error Message: Name length is ...
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20 views

Is it possible to reference custom field names of a child object in a text field to be used like a merge field on the child object?

I am trying to create a way to use templates and merge fields on custom objects just like you can use merge fields on email templates using text fields and a field updates. For example: I have 2 ...
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2answers
38 views

How to update parent field with child field value FOR EXISTING records

There are two Objects with master-detail relationship (Contact and Certification__c) I need to copy a textfield(Name) value from the child object(Certification__c) and paste it on it's Parent's(...
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1answer
21 views

Can a process builder trigger a workflow field update?

I have an object (let's call it Object2), which has a lookup to account. Object2 has a field called combined, which concatenates the value of account.Customer type and a few other fields (including ...
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1answer
35 views

Field update workflow not updating field value

There is an object called CustomerOfTheWeek. It has a lookup field called Account. There is another field called Account Type, which is a field update (+ workflow rule) which for the purpose of ...
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1answer
31 views

field update in report not getting updated [closed]

I have an object, let's call it Object2. Object2 has a field called Account which is a lookup. Account has a field called customer type. Object2 has a formula field which gets populated by Account....
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13 views

Pardot's 'comments' field sync with salesforce for already existing email

A lead comes through a landing page form. This lead's email already exist in our records. The lead gets updated in pardot (including 'comments' field) but it doesn't in salesforce. Barring who is the '...
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2answers
36 views

Update existing records with before trigger [closed]

I need to update the fields of a few records (around 20) that were existing before I made a trigger. I know that before triggers cannot update existing records (or can they ?) but I think that using ...
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2answers
51 views

Field of new records not updated by trigger

I'm new to apex and trigger and have an issue. I need to update a field on a record when 2 other fields are updated. This field is supposed to calculate the time between 2 dates based on the business ...
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1answer
49 views

parent to child record changes using trigger [duplicate]

I have trigger on parent object which is used to update field Status of child object, I want to update child object's status field to Tested only if previous values is "ready for testing". And once ...
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1answer
53 views

Need help on trigger which is used to update parent record when child record value changes

Hi i have written trigger in which SC_Problem_Management__c is parent object and SC_Problem_Case_Link__c is child object having master detail relationship. I want to update status field of parent ...
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0answers
465 views

DUPLICATE_VALUE: Maximum number of duplicate updates in one batch (12 allowed)

I am getting this error when Leads are updated in bulk. Actually, it happens when the Lead Object Process criteria try to update a checkbox field on an Account. So when more than 12 child lead ...
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1answer
73 views

How to handle MOD returning a negative number?

I discovered today that Salesforce's MOD function (in formulae and workflows) will return a negative value if given a negative input. MOD(-5, 12) = -5 This goes against the mathematical definition ...
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1answer
24 views

How can I lookup an account ID for a Case using a field I am importing that is not the account name?

I have to import a history of cases in Service Cloud and, sadly, the account names I already have in Sales Cloud and the ones in the import don't match. I have a Client ID though in the Account object ...
0
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1answer
173 views

Records are not getting locked with “Approval.LockResult” class

On Using "Approval.LockResult" class, In debug logs i can see the records are successfully locked but in reality the records are not saved and i cannot even see the lock/unlock button on record detail ...
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0answers
48 views

Populate date fields on multiple records using a formula?

So we have a custom object called 'Sessions' (child). Sessions are automatically created via a trigger for a 'Course' (parent). Now depending on the value of the 'Level' field (on the Course) object, ...
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0answers
23 views

Update Account level fields through journey builder based on the response received from email sent to Lead?

We're using marketing cloud, integrated with sales cloud, to send emailers. There are two objects, "Lead" & "Account". Both object have a field named "email_status". Whenever a new Lead is ...
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2answers
94 views

PrePopulate Task with related data even before creating a Task

I am trying to populate the Task with related data even before creating a task. For example in this Task creation, I have RelatedTo(Loan) autofilled, similarly I want LoanNumber and ClientName to be ...
0
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1answer
61 views

Cloud page form update data

I have a CloudPage form. Is it possible to update a record already exist in the target DE? Let's give you an example: The target DE has a Primary Key email. Every other field is nullable. Person A ...
2
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1answer
56 views

Workflow or Process Builder?

I'm creating a scenario where upon a Queue change: The resolution (text area) is updated with "XYZ text" The Staff member (ticket owner) is changed to "XYZ user" Those are technically 2 field ...
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0answers
82 views

Computed an invalid date, such as February 29th in Salesforce,

I have a workflow rule in place that updates ReminderDateTime when from another custom DateTime field which is a formula field on the same object. But eventually when i tried complete a task, i am ...
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0answers
24 views

unable to update UnitPrice field in Opportunity line item

I am executing following code to update UnitPrice in Opportunity line item: OpportunityLineItem oli = [SELECT UnitPrice FROM OpportunityLineItem WHERE Id = '00k8E000007TzxjQAC']; oli.UnitPrice = 10; ...
1
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1answer
27 views

Assigning operators for Date fields and comparing with today(), Scheduled Apex Code

Exam_Date__c = 01/01/2018, Expiration_Date__c = 01/31/2018 (usually 30 days gap) I want to send an email 7 days prior to expiration, on say eg. 01/25/2018, likewise. I used the following formula in ...
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2answers
92 views

Need to get data from specific part of the JSON String

I have a field which has the JSON string. I just need to populate a part of that string into different field is that possible? log__c = JSON={"eventPayload":{"units":1.00,"name":"D-00889","...
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2answers
16 views

How do I use the Java API to update only a single attribute on a record?

I'm using Java 8 and v 33.0 of the SalesForce API. We are trying to update a single field on a record. Basically we are trying to do it like this final CventSession__c ...
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1answer
40 views

We have to update a field value from other object field value based on a certain condition via formula field or not

We have 2-objects called A,B and A is the parent and B is child. We need to update X-field value(Date data type) on B object with A object's Y-field value(Date) whenever A-object's STATUS changes to ...
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1answer
268 views

show updated fields without reloading Lightning page

We are creating an INVOICE through Lightning form. Once the cx filled the form and press SAVE button, we are making a REST api call to java application and getting more details like invoice number, id ...
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1answer
257 views

Can't change picklist-field value in apex

I have to insert a new record that has a field with of type Picklist (Multi Select), and I get this error trying to insert: TestValue is a value already added in the values list. bad value for ...
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2answers
436 views

Entitlement / Milestone field update doesn't trigger Process Builders

We have setup an Entitlement Process in our org which upon hitting milestones performs a number of field updates on the Case record. These checkboxes correctly update when the milestone is hit, ...
1
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1answer
228 views

APEX Trigger Update Case.AccountId with Account.Id

I have a trigger that will look at the subject, parse out the customer number which I can match and get the Account.Id value. Once I have the value I want to update the Case.AccountId field with the ...
0
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1answer
93 views

How to tell which Validation / Workflow rule caused exception?

I am using a batch class to mass change the case owner from one queue to another, but during the update process I am returned the following exception: FATAL_ERROR System.DmlException: Update failed. ...
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0answers
54 views

Workflow Rule for status change won't trigger the timestamp field during approval process

I've a workflow rule which updates a timestamp field (date/time) when ever a case status changes from one status to another. It's working fine when I test it by manually changing the status of a case. ...
0
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1answer
83 views

Help updating record's field with lookup's child record

I have three objects: Order__c Package__c Account Package has a relationship with account and order. Order has a relationship with account. If a package has an account attached to it, how can I ...
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2answers
25 views

Can I stop a process if the field update values are the same or similar?

I have a process builder that creates a case when an Account name has been changed. My company builds software for hospitals, which fairly frequently change ownership and names. The case is to alert ...
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0answers
9 views

How can i update a checkbox field on the opportunity based on criteria in the opportunity team members section [duplicate]

I need to update a checkbox field on the oppty called IsTrue when there is an opportunity team member added (so, when an opportunity team member is not blank). Is this possible via workflow or process ...
1
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1answer
35 views

Insert Trigger Working, Update Trigger Not Working. What is wrong with my APEX?

I have a trigger that is counting the number of 'Open' tasks on an Account object. The trigger is working correctly when I add a new Task to an account, however when I 'close' the task the update is ...
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1answer
45 views

Can I store my block of apex code as formula field and execute in apex

I am trying to achieve like an Apex invoke-able method that takes input Object Name, field(s) to update, values for the corresponding field, Ids to use in query, the Apex method will query based on ...
3
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2answers
129 views

Fire Journey Builder when Contact Object is Updated

In Journey Builder where the Entry Object is Contact, i have setup event criteria to fire journey upon Creation or Updating a Contact. But once activated, the journey only fires up when a Contact is ...
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0answers
171 views

Can updating a field on parent based on a child criteria be done without code?

In this scenario we have a custom object called proposal which is a child to the contact object. I need to update fields on the contact object (parent) when one edits a Proposal document (child). If ...
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1answer
55 views

How to update parent object field with the difference of the child object field value

I have a trigger on child object which updates the parent Obj field 'Qtyremaining' when there is a value in the child obj field 'Invoice_Quantity__c'. So the value of Parent "Qtyremaining = quantity -...
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1answer
70 views

How write tigger Insert & update other records same object with update query

I have this trigger where I insert a record. On the insert I want to check on birthdate and set a checkbox on true for the record with the oldest birthdate related to same Household/Huishouden__c. ...
2
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1answer
2k views

How to update picklist using REST API

Would anyone have an example on how to update a picklist? I have a System Custom Field that I want to append add new items to as it comes up. The details of the field are the following: Field Label:...
1
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1answer
200 views

Workflow rule not working as expected(not on update of a criteria)

I wrote one WF rule which seems to be not working My requirement is whenever "Person's age" becomes 65 or more then it should update one field called 'Insurance Marketability'to a value called'...