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Questions tagged [field-update]

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

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14 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 ...
0
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2answers
24 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
41 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
votes
1answer
47 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
46 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
22 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
vote
1answer
23 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
56 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
12 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
24 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 ...
0
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1answer
74 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
47 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 ...
0
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1answer
145 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
vote
1answer
80 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
votes
1answer
38 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. ...
1
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0answers
21 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. ...
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0answers
20 views

Permissions enforced during “Field Update Action”?

I've got a multi-user approval process that calls a "field action update". The change made by the field action update is caught by trigger I've written which performs additional operations. My ...
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1answer
35 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
24 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
vote
1answer
30 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 ...
0
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1answer
30 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 ...
2
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0answers
64 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
88 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 ...
-1
votes
1answer
46 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 -...
1
vote
1answer
58 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
votes
1answer
991 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
vote
1answer
65 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'...
0
votes
1answer
49 views

Formula - Multiply Date Field by Picklist value (Number of Weeks) - Needs to be editable

Trying to create in Process Builder. When a Lead Time is selected from a picklist then The Contract_Date__c is populated with Order Received Date * Lead Time So if you have a Contract Date of today ...
3
votes
1answer
820 views

How do processes consume SOQL queries?

I'm currently using processes to update records. The ills describing of using the process builder are known to me, but I need more information on how 'Update Record actions' in a process are bulkified....
0
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1answer
124 views

Does field update from approval process on a record causes its trigger to run?

I'm getting 101 soql issues from managed pack applications. There is a configuration on the application that will submit a record for approval at the time of insertion. Logic is hidden. From the ...
-1
votes
1answer
79 views

Update Priority of Cases related to another Case through a Junction Object

We have a junction object called "Related_Development_Cases__c" that has 2 many-to-many relationships to the Case object through 2 Case lookup fields (Support_Case__c and Development_Case__c). We ...
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votes
1answer
27 views

Update field on Salesforce based on field edited in VF page [closed]

I want to update custom field on custom object in Salesforce record.I am not able to update field. So basically I want is when value changes from picklist , value should be updated in respective ...
1
vote
1answer
28 views

Finding where a field is set

I am having a problem with a specific field not being set to a value. It's a field created before I began managing the org and so I'm not sure what exactly was supposed to be setting it. Does anybody ...
0
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0answers
47 views

Trigger to Update an Auto-Renew Date

I'm currently running into an issue that WFR nor Process Builder seem to be able to solve. We have inital terms and renewal terms in contracts, both a # of months. I want to have the Auto-Renew Date ...
1
vote
1answer
397 views

Firing Workflow field update after approval process field update

We've the following design for the requirement. Design: Custom Object - ("CusObj" for reference) & Opportunity Relationship between Opportunity & CusObj - Master Detail CusObj fields in ...
0
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1answer
172 views

Update Date Field with Formula - Workflow Rule sfdc.formula.FormulaEvaluationException: Month or Day out of range in DATE() function

I am getting troubles with the following formula, I am trying to avoid the date 29 -2. The error I am getting is: value not of required type: sfdc.formula.FormulaEvaluationException: Month or Day out ...
0
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1answer
44 views

How to update a status field based on any field change in a record using process builder?

How to update a status field based on any field change in a record using process builder ?? Currently i have a process builder which updated the status based on value change in field_A Or Field_B, ...
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0answers
40 views

Roll up Summary Field

I have created a roll up summary field on the parent (Financial Account) record to summarise the child records(Financial Account Role) Allocation Percentage field. When I try to update the child ...
0
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0answers
111 views

Form not updating existing field in data extension correctly

I have created 2 landing pages, one is linked from an email and has an html form with a check box and the second is the handler page for the form. I can update the existing data extension and the ...
0
votes
1answer
270 views

How to populate original opportunity create date on cloned opportunity

At the beginning of every year, we mass update any open opportunities that were created 2 years prior and prevent users from changing the sales stage back to an open stage. In the event that any of ...
-1
votes
2answers
312 views

Trigger a field Update after email is sent

I'm inserting records in to a custom object from apex and sending an email through workflow email alert, However whenever a update has been performed on the custom object I want to trigger the second ...
2
votes
1answer
281 views

After Update Trigger not updating a record field

I'm using the after update trigger to update the "BillingCity" field in the Account object and make the field in proper case. trigger on Account (after update) { String billingCity = ...
3
votes
1answer
107 views

How can I update a text field on a child object with a value from it's parent without using a formula field?

I have an object with a lookup relationship to Account (so it just stores the Id), but I need the account name to be searchable in the lookup dialog for finding Since you can't search on formula ...
0
votes
0answers
442 views

Update field from cross-object lookup fields

I'm having a requirement where I need to update a field.I'm having 3 objects object1 -- Say suppose field1 is present object2 -- fields having lookup to object1, object2 object3 -- Created field1 ...
1
vote
2answers
808 views

Making updates to mass records using batch apex faster

I have written a batch apex which will update few fields in contacts and account objects of about 1.5 million records. I initiated it yesterday and in 10 hours it updated just 300k records. I wanted ...
1
vote
1answer
24 views

Workflow Field Update Issue

I need to write a field update on number. Example - if i enter - 00000.000000/00000-0000 so it should be come in this format - 00.000.000/0000-00 First remove the -, . , / then Put the . - / at ...
4
votes
1answer
241 views

Optimistic locking when working via REST API

I have a case when SF data can be updated concurrently by humans with UI and by a Ruby app via REST API, so I'm worried about the possibility they overwrite changes of each other. Is there a standard ...
0
votes
1answer
27 views

How to update custom date field on opportunity when stage field changes from one value to other?

I'm trying to update a custom field on opportunity 'stagechanged__c' field (Date-datatype) when the standard stage changed from Prospecting to Qualification. how to update date on custom field "...
0
votes
1answer
32 views

Workflow Not Firing when expected on Lead

I have a workflow rule on Lead: IF ( OR ( ISCHANGED(Estimated_of_Advisors1__c), ISCHANGED(Estimated_of_Advisors2__c), ISCHANGED(Estimated_of_Advisors3__c), ISCHANGED(Estimated_of_Advisors4__c),...