Questions tagged [field-update]

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

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2answers
27 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 ...
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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 ...
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1answer
39 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 ...
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1answer
77 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 ...
3
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2answers
220 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 ...
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0answers
192 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 ...
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1answer
57 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 -...
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1answer
80 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. ...
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1answer
3k 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:...
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1answer
520 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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1answer
113 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 ...
5
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1answer
2k 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....
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1answer
260 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 ...
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1answer
143 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 ...
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1answer
67 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
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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 ...
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2answers
903 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 ...
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1answer
371 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 ...
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1answer
75 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
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1answer
531 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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2answers
588 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 ...
2
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1answer
483 views

After Update Trigger not updating a record field

I'm using the after update trigger to update the "BillingCity" field in the Account object and make the field in proper case. trigger on Account (after update) { String billingCity = ...
3
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1answer
286 views

How can I update a text field on a child object with a value from it's parent without using a formula field?

I have an object with a lookup relationship to Account (so it just stores the Id), but I need the account name to be searchable in the lookup dialog for finding Since you can't search on formula ...
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0answers
697 views

Update field from cross-object lookup fields

I'm having a requirement where I need to update a field.I'm having 3 objects object1 -- Say suppose field1 is present object2 -- fields having lookup to object1, object2 object3 -- Created field1 ...
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2answers
3k views

Making updates to mass records using batch apex faster

I have written a batch apex which will update few fields in contacts and account objects of about 1.5 million records. I initiated it yesterday and in 10 hours it updated just 300k records. I wanted ...
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1answer
30 views

Workflow Field Update Issue

I need to write a field update on number. Example - if i enter - 00000.000000/00000-0000 so it should be come in this format - 00.000.000/0000-00 First remove the -, . , / then Put the . - / at ...
5
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1answer
355 views

Optimistic locking when working via REST API

I have a case when SF data can be updated concurrently by humans with UI and by a Ruby app via REST API, so I'm worried about the possibility they overwrite changes of each other. Is there a standard ...
0
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1answer
49 views

How to update custom date field on opportunity when stage field changes from one value to other?

I'm trying to update a custom field on opportunity 'stagechanged__c' field (Date-datatype) when the standard stage changed from Prospecting to Qualification. how to update date on custom field "...
0
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1answer
89 views

Workflow Not Firing when expected on Lead

I have a workflow rule on Lead: IF ( OR ( ISCHANGED(Estimated_of_Advisors1__c), ISCHANGED(Estimated_of_Advisors2__c), ISCHANGED(Estimated_of_Advisors3__c), ISCHANGED(Estimated_of_Advisors4__c),...
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0answers
213 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 ...
0
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2answers
480 views

Trigger not updating a record field

In my code trigger ContactRole on Application__c (before update) { DateTime lastRecordCreated = lastRecord.Created_Date__c; System.debug('lastRecordCreated ' + ...
0
votes
1answer
111 views

4 columns in actual .csv file but only 3 headers are defined in the mapping sdl file: what does Data Loader do with the unmapped column?

This wil be such a noob question - I'm very new to Data Loader and SOQL. Just started a few weeks back for an ad-hoc project assigned to me at work. I found a solution via vbs to build a .csv file (...
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2answers
433 views

Edit More Records at Once with Mass Inline Editing - Winter 18

As per Winter ’18 Release Notes, there is a provision to update up to 200 records without leaving a list view. The screenshot is showing Opportunity record page but it is not mentioned that it is only ...
1
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2answers
473 views

loop through accounts and update

I am currently updating contact related records on accounts which updates my contacts correctly. When i try this for account I get the error: Method does not exist or incorrect signature: void ...
0
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2answers
420 views

Process Builder fails to update records

I have a Process Builder (PB) on the Account object. Person Accounts are enabled. The PB checks if a field has changed (ISCHANGED=True) and then updates another field on the same object. I have 3 of ...
1
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1answer
117 views

Only Accept or Retreive Certiain values in map

the below code works to populate a field on the content version with the contentdocumentlink My issues is that the link returns the user record first then the opportunity, i need the opportunity is ...
2
votes
3answers
617 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 ...
0
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1answer
262 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 "...
0
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1answer
23 views

Field Update Workflow not executing needed action

Currently, we have a field update workflow on a field called Combo Location. The purpose of this field is to pull multiple cities when there are combination events that occur in up to 2 cities. We now ...
0
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0answers
154 views

Help with Formula fields referencing fields updated by trigger

I have a context for QuoteLineItems pricing that uses the list price from the current Pricebook and applies a series of factors (defined in custom fields of both Quote and QuoteLineItems) to compose ...
1
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1answer
484 views

how to pass prior and current value to apex when record changes through process builder?

how to pass prior and current value to apex when record changes through process builder? ex: when the field update occurs like contact last name using process builder.. how to pass the prior and ...
0
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2answers
1k views

apex:inputField not binding value to controller

I'm trying to update an Account from a visualforce but so far I haven't managed to be able to save the changes. I'm using apex:inputField for the user interface but when I try to save the values they ...
1
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2answers
62 views

How to update an account field based on owner deactivation date?

I'm a bit of a newb so forgive me but am trying to figure out how to do the following: (1) update an account custom field picklist value 30 days after an account owner is deactivated. We have a ...
0
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1answer
786 views

Marketing cloud connector opt out field

We have a Synchronized Account object in our Marketing Clou and query relevant data to a Salesforce Data Extension but as soon as we send to this DE and a user unsubscribes no changes are ssen in ...
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1answer
945 views

Error: Formula result is data type (Date), incompatible with expected data type (Date/Time)

I'm developing a work flow on Case and I have the following conditions Rule Name : Escalate Based on Keywords in Subject or Description Criteria : Contains(LOWER( Subject ),"urgent") || Contains(...
2
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1answer
147 views

Process builder not firing when referencing percent field

I am having trouble updating a checkbox field through process builder. There is a percent formula field on an object that calculates percentage complete. I am trying to update a separate field on the ...
1
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1answer
79 views

Help with business logic implementation (triggers VS field updates) and how to apply big refactors

I have some additional business logic I need to put into my QuoteLineItem object, but we have come to a situation where current logic is too spread across triggers and workflow rules + field updates ...
1
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1answer
110 views

Field update based on formula in javascript button?

I have a button that does a couple of field updates. I would like to add a third field update that would only fire based on a formula. That is - IF( RecordtypeID = "#", Checkbox3__c = TRUE, NULL ) Can ...
0
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1answer
340 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 ...
1
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2answers
779 views

Workflow field update on date field to add 10 years

I am not too good with formulas but i have a workflow and i need to create a formula on my field update that will update my custom field "End Date" 10 years ahead in the future.