Questions tagged [field-update]

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

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1answer
43 views

To update a object using the field value [closed]

I want to update the proposal(Custom object) using a field(Approval stage),to accepted which is a picklist value. How to implement this ?
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1answer
894 views

When a record is updated, update related records using flow

I'm trying to use declarative methods to updated related records when one record changes. The two types of objects are related through a junction object, which means I cannot use a process builder to ...
6
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2answers
3k views

The approval process references the workflow action FieldUpdate Some_Field_Update, which doesn't exist for the Some_Custom_Object__c object

While trying to deploy an approval process with the Salesforce Migration Tool, I get the following error: The approval process references the workflow action FieldUpdate Some_Field_Update, which ...
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0answers
26 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 ...
0
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1answer
721 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 ...
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1answer
35 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
24 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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0answers
21 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
19 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
21 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 ...
0
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1answer
30 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
23 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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0answers
12 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
25 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 ...
0
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1answer
616 views

updation of field in custom object based on checkbox value in standard object

I have created an object with the name ‘Account contact role’ and it has following fields: Con_Status_inactive (Checkbox), Inactivated Date(Date Time), Account (Lookup), Contact (...
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2answers
21 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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0answers
11 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
24 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
26 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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0answers
17 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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1answer
2k 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'...
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0answers
9 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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0answers
20 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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0answers
6 views

How to know which fields are not modified in patch request restore of account

I performed a get request on account object in sobjects/account/ . we get json as a responce and when same json when i will try for restore it says lot of fields are not updatable. So is there is any ...
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1answer
36 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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6answers
2k views

how to update 2 fields of 2 different object if the condition is true in 1 workflow?

I want to know that how to update 2 fields for 2 different objects when the if condition is true in 1 workflow in salesforce? eg: if((system.date()=custom_object3__c.field3__c),(...
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3answers
812 views

Email BCC to Salesforce Function Not Triggering Workflow Rule (Task Field Update)

I've set up a workflow rule to update the activity TYPE field based on the subject of the email. AND( BEGINS(Subject, "Email: Fwd:"), ISPICKVAL(Type, "4. Email Out"), NOT(ISBLANK(WhoId)) ...
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1answer
29 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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2answers
2k views

When Dates of Contract End Date Pass, Contract Status Should Expire

I have created Workflow rule and selected criteria as like below and after pick list field update selected Expired. ahm__Contract_Expiration_Date__c < TODAY( ) But when I select the dates less ...
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3answers
82 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
865 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
791 views

Case Closed Date/Time will return to its original Closed Date/Time

Can someone help us please. The requirement is, once the Closed case was reopened and then Closed it again the Closed Date/Time should return to its original Closed Date/Time when the case was closed ...
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1answer
36 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
385 views

Add an Existing Field Update to an Existing Workflow Rule

I created a Field Update. I also created a Workflow Rule. I want to add the existing Field Update to the existing Workflow Rule, but there's only an option to create a New Field Update: If I click "...
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1answer
16 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 ...
0
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1answer
28 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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0answers
167 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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3answers
2k 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, ...
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2answers
20 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 ...
3
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3answers
6k views

Mass update Knowledge Articles with Data Categories

Is there any possible way to update an existing set of knowledge articles to include specific data categories without manually going into each one? Can this be achieved with data Loader?
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3answers
41 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 ...
0
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1answer
64 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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0answers
25 views

Update Lead Object with field info from a custom object

I am trying to write a formula where, once a lead is created or updated, it takes the country name, compares that country name to a custom object records called Country and returns the Region ...
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0answers
112 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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0answers
44 views

Trigger Field update on knowledge when record is created on custom object

For a particular case, I have the possibility to create a Jira issue (in custom object: JIRA_Issue__c) and an Article for Known Errors (in object Knowledge__kav) Jira Issue: known error Article: In ...
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0answers
26 views

Field update before or after creation of an issue

For a particular case, I have the possibility to create a Jira issue and an Article for Known Errors Jira Issue: known error Article: In this example I have create a Jira Issue and an Article for ...
0
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1answer
26 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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0answers
28 views

Re-evaluate Workflow Rules after Field Change on Record insert

I have 2 work flows and both of them have Evaluation Criteria as "Evaluate the rule when a record is created, and every time it's edited". WF1: Criteria: ISPICKVAL(Field, 'Annual') &&...
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1answer
282 views

How process builder evaluates the expressions for field update?

I'm having a field update in Process builder, as per the screenshot The problem is, I'm updating the record where User Action is NOT Awaiting GRN (as I am setting it to something else), and still the ...
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2answers
29 views

How to optimize my trigger

I have created a trigger to update a custom date/time field (called First_Aircall_Logged__c). Basically when an (Aircall) task is created on a Case; The trigger updates the Case field ...

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