Questions tagged [field-update]

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

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29 views

Using Ischanged and ISPICKVAL in Process Builder under formula

I am updating a field using Process Builder but my formula is not working. My Requirement- When lead status change to one of those (Convert, Unqualified ,Existing Account) then field should get ...
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29 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 ...
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1answer
21 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. ...
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1answer
22 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 ...
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21 views

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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24 views

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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1answer
45 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 ...
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1answer
26 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 ...
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1answer
25 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 ...
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17 views

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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1answer
28 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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53 views

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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1answer
28 views

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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1answer
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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12 views

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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1answer
68 views

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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1answer
220 views

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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29 views

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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2answers
231 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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51 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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76 views

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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27 views

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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1answer
39 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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1answer
33 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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1answer
24 views

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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1answer
25 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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1answer
32 views

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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1answer
75 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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17 views

Update Case field Number automatically based on child record (Task related to Case ID) by iteration in a flow

I'm trying to create a record trigger flow. My use case is to update automatically a field (Data type : Number) found in the Case depending on the number of records which have a type of Task. If the ...
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1answer
36 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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2answers
62 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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23 views

Assign new Article Id to lookup field anytime a new version of KnowledgeArticleId is published

I have an aura component in community allowing a client to subscribe to an article(Knowledge__kav). When subscribing to the article, a record is created in Salesforce displaying the Article version ...
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1answer
260 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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1answer
28 views

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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22 views

Prevent automatic field update on a record when related record is update

I have created a button on Community allowing a client to subscribe or unsubscribe to an article in our client portal. When the client clicks subscribe A record is created in Salesforce in my custom ...
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17 views

Need to updated a custom date field (Target Ship Date) with 90 days from the Close Date

I need to automate a default custom date field (Target Ship Date) by 90 days from the Close Date entered by the reps and still have it be editable. I have gone into Field Update and entered the ...
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64 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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1answer
152 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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0answers
22 views

How to Assign Lead to License

I'm using the Process builder for creating a sign up request for the creation of a trial org. All things work fine, except one thing. The record created in license object(LMA) has no reference to the ...
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1answer
128 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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3answers
218 views

batch apex opportunity records are not updating with compare of metadata records

Opportunity records fields compareing with custom metadata record and based on values match opportunity stagename will update but it is not working and gettin error in apex job also that duplicate id ...
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1answer
168 views

How to use third party rest api json data to create Opportunity in salesforce?

I have JSON something like below and my code is written for an update as well as an insert but if I'm trying to insert another set of records it will only go to update since I iterating only OppMap ...
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1answer
21 views

Streaming API - update notifications payload

I hope one can help me out answering the following question, as the SF documentation is not precise at this: I know that based on a topics SOQL query and its specific configuration SF resolves whether ...
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1answer
183 views

Update a field of same record in after update trigger

Whenever an update happens in Salesforce from a third party system, we have to make sure that we don't fire the platform events and to ensure that we have a checkbox in place which is set to true by ...
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471 views

Error : The approval process references the workflow action FieldUpdate #### which doesn't exist for the **** object

While deploying the Approval Process through Change Sets, I am facing this error at line 15(in img) : The approval process references the workflow action FieldUpdate Status_to_Complete, which doesn't ...
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2answers
36 views

Update check box in a trigger

I want to update a check box in Opportunity obj.but it is throwing a error that field is read only. Please suggest me how I can update my field. My logic is if account having Lead and lead status not ...
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3answers
43 views

Can you use before trigger to wipe out a value on another field?

Trying to write a before trigger that wipes out the value of a field, Firm_Association__c if Consulting_Firm__c is either edited or deleted. They are both ID fields. I have never written a trigger ...
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1answer
140 views

Is it possible to update the same field in same object for multiple updates in the same batch class

Please let me know is it best practice to update the same field with different status for the same object in same batch class global void execute(Database.BatchableContext BC, List<SObject> ...
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256 views

Set "current User" in Workflow Rule - Fiel Update Action

I have a Worklfow Rule which changes a field Value. I have different User which will trigger this Workflow Rule. In the Field History of the Object, the respective user's name will show up. However I ...
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1answer
38 views

Use updated data for an email in a journey

I link the entry source DE to the contact record under an attribute group and then I can use a Decision split with Contact Data. I'm using this DE for a welcome journey. First I check if the Journey ...

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