Stack Exchange Network

Stack Exchange network consists of 175 Q&A communities including Stack Overflow, the largest, most trusted online community for developers to learn, share their knowledge, and build their careers.

Visit Stack Exchange

Questions tagged [field-update]

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

0
votes
0answers
23 views

field update in report not getting updated

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....
0
votes
0answers
5 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 '...
0
votes
2answers
28 views

Update existing records with before trigger [on hold]

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 ...
0
votes
2answers
49 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 ...
0
votes
1answer
33 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 ...
0
votes
1answer
43 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 ...
0
votes
0answers
80 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 ...
1
vote
1answer
62 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 ...
0
votes
1answer
23 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
votes
1answer
32 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 ...
0
votes
0answers
27 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, ...
0
votes
0answers
18 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
votes
2answers
31 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
votes
1answer
52 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
49 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 ...
1
vote
0answers
56 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 ...
0
votes
0answers
23 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
26 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 ...
-2
votes
2answers
81 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","...
0
votes
2answers
14 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 ...
0
votes
1answer
28 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
votes
1answer
109 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 ...
0
votes
1answer
131 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
votes
2answers
216 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
131 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
57 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
vote
0answers
24 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
votes
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 ...
0
votes
1answer
41 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 ...
0
votes
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 ...
0
votes
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
32 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
votes
1answer
31 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
votes
0answers
81 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 ...
0
votes
0answers
111 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
61 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
1k 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
100 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
56 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
1k 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
votes
1answer
154 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
98 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 ...
-2
votes
1answer
39 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 ...
1
vote
2answers
471 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
votes
1answer
207 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
votes
1answer
47 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, ...
0
votes
1answer
330 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
357 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 ...