Questions tagged [field-update]

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

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4
votes
3answers
12k views

Date Formula to Calculate date excluding weekends

I have a formula that is calculating the date from another date field + number of days and returning a date. test census dates field = Confirmed_Enrolled_Date__c + 16 I want to exclude weekends ...
2
votes
3answers
1k views

Why does __r result in a null value?

I have a custom object that I want to set a unique key based on on lookup values. When I tried to create a workflow update I was blowing past the size limit so I developed it into a trigger and it ...
3
votes
1answer
12k views

Too many DML rows: 10001(bulk update)

when I try to run the code below I am getting this error: 'Too many DML rows: 10001'. The object that I am trying to update is one of the main object in the org. so it has multiples triggers, ...
3
votes
2answers
943 views

Added Auto-Number field in Managed Package - How to generate values for existing records in upgraded orgs?

I have a managed app installed in multiple orgs. This app contains CustomObject__c. All org where my app is installed have many records of that type. Now I push upgraded this app and added a new Auto-...
2
votes
1answer
5k views

Will Salesforce process builder reevaluate every time a change is made on field X?

I have a custom account lookup field "account_reference__c" and a date field "reference_date__c", any time the "account_reference__c" changes a workflow updates the "reference_date__c" with TODAY. I ...
0
votes
1answer
127 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 ...
5
votes
1answer
3k 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....
4
votes
1answer
3k views

How to get parent data in a before insert context?

I have several Workflow Rules + Field Updates in my QuoteLineItem object. This is not working well, since there is too much logic in Field Updates and I do not have full control on execution order, so ...
2
votes
1answer
7k views

Update field using Lightning Components

Let me preface this by saying that I'm new to developing on the Salesforce platform. I'm building a simple Lightning component where I want to query and display fields from a custom object, and then ...
4
votes
1answer
10k views

How to update a field with Lightning Components?

Following the "expense" example in the documentation, I'm trying implement an even simpler Lightning Component just to query and update just the single field Account.Name - query and display works ...
3
votes
1answer
2k views

Trigger a workflow using another workflow

I am currently using two workflows to check if a record has been updated or not on a daily basis. The first workflow has the following logic : (If RecordName equals 'RECORDNAME' , AND If Status ...
3
votes
1answer
2k views

Approval process step field update doesn't appear in same step's Visualforce email template?

Two step approval process on custom object Foo__c initial value of Foo__c.Status__c is 'Submitted' Approval Step 1 actions are threefold: Field update on Foo__c.status__c = 'Step 1 approved' Text ...
2
votes
1answer
238 views

Need Child Account Trigger Help

I am trying to update all child accounts to have the same Order Manager(lookup to Contact) as their parent. The caveat is that I only want to do this for accounts that arent parented by my two top ...
2
votes
2answers
794 views

Contact record update trigger

I am writing apex trigger. I need help with a salesforce automation. Sets a field "My Field" to Yes. This triggers the code. Code finds all contacts with the same email address. Code updates the ...
2
votes
1answer
12k views

How to change record type by workflow?

"By changing the pick list field value, trigger the workflow to change the record type id accordingly " how can we achieve this. please help
2
votes
2answers
5k views

Refresh the page after the flow completes

I have an auto launched flow that updates the Status of the Case to be closed when the button is clicked. The flow is like below I am calling the flow through the Detail Page Button using the URL ...
1
vote
3answers
1k views

Workflow rule on opportunity to check account status (custom field) and update opportunity field status

I have created a workflow rule for Opportunity object type which checks if Account Production status (custom field) is set to "Cancelled" it will trigger an update field which would change opportunity ...
1
vote
2answers
2k views

How to track the creation and last edited date of a custom field - best practice

Here i have issue regarding workflow or trigger.On Account level i have 2 fields.. 1) Account note - text field 2) Account note modified date - date field I want the Account Note Modified Date ...
1
vote
0answers
408 views

Change field “updateable” status

My company uses webhooks to create orders & order items in our Salesforce instance from our Shopify store. When an order is updated if an extra product is added to that Shopify order it is added ...
1
vote
1answer
42 views

Find the field reference before delete the record

If I want to change a custom field (name, type) how can I know where this field is being referred to (and enter the changes there as well)?
0
votes
0answers
108 views

Multi update records in data table LWC when selecting multi-rows

Hi I'm new to LWC and this is one of my assignment, I just learned it 3 days from now. Can someone help me how to code when user wants to multi update records in Data table? Detailed scenario: As you ...
0
votes
1answer
237 views

Populating Opportunity custom field with MULTIPLE ProductOpp field values

Using the solution on SF StackExchange here I have created a Workflow Rule and Field Update to show the value of a custom field present on the OppProduct Level in Opportunity Level (as that field ...
0
votes
2answers
58 views

Compiled Formula is too big : Also does not work under Workflow criteria

Formula to compute the value of Office__c is as follows. CASE( Account__r.Office__c , "Americas","Americas", "EMEA","EMEA", "China", "China", "Hongkong", "Hongkong", "Taiwan", "Taiwan", "Korea", "...
0
votes
1answer
37 views

How to set a field in oppty based on a parameter of it's products?

I need to check a CB on an oppty, when any of it's products are of a certain character. Our products have a CB named: 3D If an oppty, has any such 3D product, I want/need to check the CB: is_3D - on ...
0
votes
1answer
5k views

Passing Inputtext field value in pageblock table to Apex controller

I'm trying to pass an inputtext field value within my pageblocktable to my Apex controller so that I can update the record. My VF: apex:pageBlock title="Z Table"> <apex:pageBlockTable value="{...