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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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How to update a matching record with a flow?

So I have a Custom record Object1, that has a lookup Assigned User to a user, has an Active checkbox and Opportunity has a lookup on that object. When I create/update an instance of Object1 so that ...
SlavaBychenko CT's user avatar
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1 answer
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Help editing formula field

I have a formula field (Price_Book_Name__c) on the Opportunity which pulls the Name from 2 lookup fields Price_Book__c (new field) and Product_Interested_In__c (old field). An opportunity may have ...
Sophia's user avatar
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How to auto update Date/Time field before save

When creating a reservation the end date should auto update with the value of the start date (plus a buffer) immediately, and thus before the record i saved.How should I try to tackle this problem? I ...
Anton Utzon's user avatar
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Ovewrite a data extension field in the send log

I am trying to overwrite the data that comes into the send-log from a Data Extension field on an email send. I've researched UpdateDE but I'm not trying to permanently alter the data extension. I'm ...
Jason G's user avatar
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118 views

Apex Trigger not triggering upon Field Change in Approval Process

I have a flow which calls an approval process on a custom object. The approval process changes a picklist field to either confirmed or not fulfilled based on the response. I have an Apex trigger on ...
Gowtham Sriram's user avatar
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1 answer
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Querying CampaignMembers based on Lead fields

New to Apex and code in general so I would appreciate any recommendation on how I´m approaching this problem. My Lead Object has a custom field utm_content__c that will hold as value the Id of the ...
Sebastian C's user avatar
1 vote
1 answer
227 views

Flow Formula Returning Null

I have a CSV file with a Date of Birth field in the format of "MDDYY" or "MMDDYY". I'm importing with Data Loader to a Text field, which triggers a Flow to fire upon record ...
Snowlian's user avatar
1 vote
3 answers
441 views

Viewing and Updating Related Record when creating a Task

I might have been overly optimistic about coming up with a solution for the users. When a user creates a Task from an Account meeting certain criteria (Account Type = XX), they want to require some ...
user7417's user avatar
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Update Lead/Contact record email values to Null in Journey Builder

I'm going through a process where I take a segmented amount of records that are in the 'Held' status in all subscribers and update their Email fields in Sales Cloud to NULL values so they can be ...
eddie_sfmc's user avatar
1 vote
1 answer
5k views

LWC update Record field without Apex controller

I have an LWC Component and i am trying to update the field Images_Uploaded__c to true once the lightning input has finished the upload. I would like to do it in the component without having to modify ...
Brian23Gt's user avatar
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Automatically update a formula field based on checkbox

I have a date field that includes the day a position was opened and then I have a number formula field that calculates how many days the position has been opened: TODAY() - Date_Position_Opened__c I ...
Arijw's user avatar
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3 votes
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Best practices for pushing objects through DevOps?

We are using DevOps to push changes from sandboxes through to Production. Recently, I attempted to deploy some significant changes to an object. This includes: Creation of record types New fields ...
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1 answer
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Run Apex Code when campaign status is changed to Completed

we would like to run an Apex Code when the user changes the campaign status field to Completed. What is the best way to do that without stressing the system? I saw it is possible to do it with ...
Marc Bl.'s user avatar
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1 answer
338 views

Trying To Get The Latest Contract Record for Record Triggered Flow

Business Need: We have some custom fields on Account records that need to be populated based on field values of the most current Contract record related to the Account. These are the custom fields on ...
NoviceAdmin80's user avatar
-3 votes
2 answers
2k views

Logic to exclude weekends in flow [closed]

While implementing below approach to calculate working days excluding weekends, I am also trying to exclude Holidays that I've added to salesforce org as well. Is it possible to add few resources and ...
SBS's user avatar
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Record - trigger flow: update a field after one day of the record's creation but not possible to do with a scheduled path

I have to build a flow that runs when a record is created or updated. The context is the following: When the user creates a record in this custom object they have to choose a value from a picklist we ...
Rocio's user avatar
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1 answer
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SonKitapTarihi: execution of AfterInsert caused by: System.DmlException: Update failed. First exception on row 0; first error: MISSING_ARGUMENT, Id no

fail is:SonKitapTarihi: execution of AfterInsert caused by: System.DmlException: Update failed. First exception on row 0; first error: MISSING_ARGUMENT, Id not specified in an update call: [] Trigger....
Fatih çelik's user avatar
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CANNOT_REPARENT_RECORD: Before you can make this contact private, you must remove its relationships to other accounts

I'm receiving the following error when trying to update an existing Contact's AccountId to null This has been working fine in the past but now it gives me the following error: CANNOT_REPARENT_RECORD: ...
molinet's user avatar
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Bulk trigger new flow on all existing records (5000)

I just created a new flow that would populate a field based on the value in another long text field when a record is created or updated. The flow is fairly heavy, but runs quite well when entering new ...
Hans Rogg-Desormeaux's user avatar
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0 answers
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Not able to update field value on a record. Getting System.LimitException: Too many DML statements [duplicate]

I want to update a field value through apex but getting error System.LimitException: Too many DML statements Please find the code: @AuraEnabled(cacheable=true) public static AuraMethodResponse ...
Rose 's user avatar
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1 answer
336 views

How to get the previous value of record related field in validation rule?

I have a requirement to create a validation rule to check if the profile of the Case owner is same with the profile of the new case owner. If yes, allow to update the case owner. How can I achieve ...
TheRipper's user avatar
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1 answer
219 views

How to make an empty DateTime field in an update trigger?

I want my DateTime field (Due_Date__c) in the custom object to be empty once I update the record. However, it's not changing to null when I update the record. public class TestObject2Class { public ...
TheRipper's user avatar
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547 views

How can we update custom field using SFDX CLI

I have a custom field under custom settings. The settings type is "Hierarchy" and custom field type being "Text". I two jenkins pipeline which I am using for Integration and ...
Swapnil Shrishrimal's user avatar
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3 answers
9k views

Formula for calculating number of hours between 2 Date/Time fields

Problem: I am trying to figure out the time in hours it takes for a Lead to be contacted after the Lead record is created Steps Taken: 1- Created a custom read-only Date/Time field called ...
NoviceAdmin80's user avatar
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Hi am new for Salesforce Please help with write test class for My trigger handler Class [duplicate]

Trigger trigger AuditRecCreationFromBilling on Billing__c (after insert , after update) { if(trigger.isAfter && trigger.isInsert){ AuditRecCreationFromBillingHandler....
Krish Vins's user avatar
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1 answer
546 views

Troubles Updating a Currency Field on Quote Through Create Triggered Flow

Hi Im going to try to illustrate what I want to achieve through this flow: Using Quotes I have a Currency Field named AgencyFee__c on Quote And I have a Cross Object Currency Formula named BankFee__c ...
Samuel L's user avatar
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1 answer
384 views

Custom field searchable [closed]

I have a formula field in the account object and I want to make this field searchable. What should I do? I saw one method where we have to create a workflow rule and a field update for this. Is this ...
user121495's user avatar
1 vote
0 answers
358 views

Pending Approval Process Instances of inactive Approval Process are not working as expected

We had a two-step Approval Process in our org. I had a requirement to remove the first step from the process, and for the second one to modify field updates. Based on this article I cloned the ...
danyliuche's user avatar
1 vote
2 answers
2k views

How to mass delete only one particular field value (for all records)?

I have a custom object, one of the field in it is email, all the values saved in this email field got corrupted. Not all the records are having email value. Irrespective of that, I have to clear/...
ramesh's user avatar
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2 answers
530 views

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). ...
BigTree's user avatar
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238 views

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 ...
salesforcedev's user avatar
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1 answer
4k views

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. ...
NoviceAdmin80's user avatar
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199 views

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 ...
SFNoob's user avatar
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1 answer
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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 ...
SFDCUser's user avatar
0 votes
1 answer
608 views

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 ...
user110064's user avatar
1 vote
2 answers
808 views

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 "...
Ron's user avatar
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1 answer
150 views

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 ...
ManojPai's user avatar
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1 answer
1k views

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 ...
Alpar.Balo's user avatar
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1 answer
2k views

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 ...
Mack Brooks's user avatar
4 votes
1 answer
1k 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 ...
parkerbbrown's user avatar
0 votes
1 answer
2k views

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 ...
NoviceAdmin80's user avatar
0 votes
0 answers
42 views

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 ...
Sam Patrick's user avatar
0 votes
1 answer
2k 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 ...
Morgan Evans's user avatar
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1 answer
976 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 ...
Sfdc_Spider's user avatar
1 vote
0 answers
2k views

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 ...
GabbyTech's user avatar
0 votes
1 answer
505 views

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. ...
Billy Ray's user avatar
1 vote
1 answer
2k views

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 ...
Thomas's user avatar
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0 votes
1 answer
1k views

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 ...
Randall Flagg's user avatar
0 votes
1 answer
460 views

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 ...
Akshay Vasu's user avatar
0 votes
1 answer
76 views

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 ...
AShah's user avatar
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