Questions tagged [field-update]

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

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2
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1answer
151 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
85 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
112 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
366 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
826 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.
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0answers
60 views

Lead conversion to account missing field data

Is it an issue in Lightning in Spring '17 that the field data from the Lead is not auto-populated in to the Account during lead conversion?
1
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1answer
70 views

Parallel Approvers an field update

I am creating an approval process and it is submitted to 2 users for approval(ex. Legal and finance). When one of the user(Ex. Legal) approves the record, I want to update a field(Picklist - Legal ...
0
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2answers
1k 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 ...
1
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0answers
143 views

Field Update IF statement returning the wrong value while meeting conditions

A workflow activates when a budget is input to Budget1 in an Opportunity. The workflow contains a field update. The field update contains an IF statement that is returning the PRIORVALUE(Value1) even ...
4
votes
1answer
2k 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 ...
0
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1answer
1k views

How to do a batch job to update a field in a parent object from multiple child object fields?

I have the custom object Project, which has a child Payers. One project can have more than one Payer. Payer has a field called Billing Percentage. Payer is a child of Account and Project has a lookup ...
0
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2answers
75 views

How do I loop through all record and update a field from a lookup into a multi pick list?

The user decided the 'Program' field should allow multiple programs. So I created a new field that uses multi pick list. So now I want to loop through and copy the field 'ABC' to the multi pick list ...
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0answers
670 views

Updating a field on record detail page with Lightning button [duplicate]

I am stuck with issue in Lightning. I want to do a field update on record page on click of a button, and will be showing a message to user on successfully updation of that field. Lets say, I am ...
0
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1answer
139 views

SOQL limits in andFinally TriggerHandler

1)Is it a good idea to keep a list or map of ids of the affected records and passing to gateway class method called in andFinally which runs a SOQL if necessary (like for child records)? 2)If this is ...
0
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2answers
235 views

Javascript button not updating field

I am trying to write the following code in a javascript button of case object {!REQUIRESCRIPT("/soap/ajax/25.0/connection.js")} {!REQUIRESCRIPT("/soap/ajax/10.0/apex.js")} var caseObject = new ...
0
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2answers
1k views

Update field values based on picklist change

I am trying to achieve the following functionality using process builder but I am not getting it exactly what I need: I have one custom field in opportunity called order(Text) and standard field ...
0
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2answers
1k views

Process Builder error : The element has an invalid reference

I have a process builder on Account that updates values of its child record from Address object. Field Zip in address need to be updated with concatenate value of Zip_vod__c + '_xxx'. Formula : [...
0
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1answer
40 views

Change lookup field value to current user's name upon opening record

I have a user lookup field which I want to be filled with the name of the currently logged-in user upon opening the record. Is there any way to do this?
-1
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1answer
326 views

Will formula fields update on api / bulk api update?

We're trying to figure out whether we should expect formula fields to behave as if the object in which those fields exist has been manually user-modified when we're updating records in that object, ...
0
votes
1answer
403 views

Workflow or Flow for Auto Populate

Can a selective email address filtered as criteria set upon email to case submission, to update Picklist automatically determining which picklist A,B,C to reflect email address CAR@EMAIL for A, BUS@...
0
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0answers
175 views

Prevent duplicate records declaratively

Am trying to prevent users from creating duplicate records based on Date and Hour combination from Date/Time field.Since we cannot refer date/time field in Matching rule,so I had move this (Date+Hour)...
0
votes
1answer
401 views

Truncate first five digits of postal zip codes

On the Account object I have a field called Postal Zip Code. If Postal Zip Code is more than 5 characters long (e.g. "12345678"), I have to truncate to 5 characters (e.g. "12345"). How can I do so ...
0
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0answers
451 views

how to store multiple date values in custom field using salesforce FORMULA field date type

Hi i need to insert multiple Dates in custom filed.. using formula Only ... how to insert the multiple dates like 1/1/2017;2/1/2017;3/1/2017 ... like that can you please give any suggestions to me... ...
0
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1answer
114 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 ...
3
votes
1answer
614 views

priorvalue is blank or --None— update internal status “In-progress” workflow

created workflow criteria is created and everytime edited but it's not working if priorvalue of internal status is blank or --None-- and record is not isNew() then update internal status picklist is "...
0
votes
1answer
24 views

leadsource is “web” then update phone number field 123 using workflow

I want to do if LeadSource Field on Contact Object has "web" value then update phone field with 123 using workflow but its given error that Formula result is data type (Number), incompatible with ...
3
votes
0answers
307 views

Is there a VLOOKUP function available for updating fields in a record?

Is there a non-apex way of updating a Boolean field on a record based on a comparison of values of a different field of all (or a filtered selection) the records in the table (object) to which the ...
1
vote
1answer
549 views

Cumulative Total for a Field

I need a the field to reflect a cumulative total time of all appointments on a field on a record. Throughout the negotiation of a contract, represented by a record for the Negotiated_Contract__c ...
3
votes
3answers
2k views

Workflow Field Update formula function TEXT() using picklist API values, not label values

I have custom picklist field (Alpha_Type__c) with the following sorts of values: Option: A B C - XY the api name for this is: a_b_c_x_y A B C D the api name for this is: a_b_c_d A B C \ ...
0
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0answers
165 views

error while updating records of Lead

seeking help here. I have a sheet to update on Lead where i have State Code and Country Code fields to update. But while updating from Dataloader i am getting error as "invalid cross reference id". ...
2
votes
1answer
576 views

How to run a visual flow with screens(Flow Type : Flow) on change of record?

We have a flow with screen element which involves user input in it. This flow should be executed when user changes Opportunity stage to ‘Closed Won’ or ‘Closed Lost’. We don't want to use custom ...
3
votes
4answers
873 views

How to set a value multiple times within same update

I have a batch process that updates a bunch of currency fields on a parent record based on the month of a child record. It works great and runs every hour to find new records and update the parent ...
0
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0answers
47 views

Updating this one particular field is breaking my code, no idea why

I have a scheduled class to check every day if any orders have a balance due and the late date was reached, to add interest. I have a payment due date, but then I also have an overdue date that's by ...
1
vote
2answers
541 views

Child Record Not Updating When Parent is Updated

Below apex class and apex trigger must be able to update child records every time its parent record is updated. Apex class holds the logic itself, while apex trigger calls the apex class. There is no ...
0
votes
1answer
53 views

Text Field Update not Populating Case Description Long Text Field

I'm trying to create a Field Update Workflow where once the new case is generated, the description of the case will include text that shows: First item Second item Third item Fourth item
0
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2answers
63 views

Update Record in before trigger

I have one trigger on Opportunity which will copy the value of some Account field into opportunity field. All I'm doing in before trigger because I also have validation rule on opportunity which will ...
0
votes
1answer
480 views

Conditional Field Update Apex Trigger [closed]

Here's the situation: We purchased software that pushes advertising clicks to a custom field called "Adroll Clicks", however the vendor does this on a company level, but not an individual level. ...
1
vote
2answers
1k views

Lightning: How to make a quick action that updates a status on a record

I'm really at a loss. I think it should be dead-easy to create a button that updates a status, but I can't work it out. On a custom record page I want a Quick Action button. When the user presses ...
3
votes
2answers
133 views

Workflow Rule Execution criteria

I have 4 WF rule which are firing on different criteria. The criteria is like 1 WF will fire on Stage1, 2nd WF will fire on Stage2, 3rd WF will fire on Stage3 4th WF will fire on Stage4. 1st WF ...
0
votes
1answer
48 views

Help on Trigger to Insert a record when a related object is updated, and update the record with values from it

I am trying to create a trigger that creates a new audit record and updates it with values based on input from a form. (the form updates the Container_answer object records which are tied to ...
0
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1answer
236 views

Cannot find Account Name Field in Dataloader.io while trying to Update Opportunity Account Name

I cannot locate the Account Name field within DataLoader.io in order to change the account of about 270 opportunities: Any advice much appreciated.
0
votes
1answer
3k views

Update a Checkbox Field Using Apex Trigger

How can I update a checkbox from false to true based on a condition using apex trigger? I have three custom objects: ObjectA__c, ObjectB__c, and ObjectC__c And here are some of fields: ObjectA__c (...
0
votes
1answer
93 views

How to remove reference link (__r field) between objects?

I am trying to find a way to unlink reference between two objects. We have an object of Academic_Institution__c and Previous_Academic_Institution__c. If "CEEB_Code__c" exist Academic Institurion is ...
1
vote
2answers
367 views

Updating an Account with Current Timestamp

I have created several custom fields for our Accounts in Salesforce. One is called "Date and Time Latest Login". Each Account also has an ID (in Salesforce) and an "External ID" which references our ...
0
votes
1answer
607 views

why the trigger is executing only once after workflow is fired?

I have a seen a illustration on execution of trigger in an execution context. Such that Trigger A is executed which in turn Trigger B is executed followed by the execution of an workflow field update ...
0
votes
1answer
17 views

Field update - Text to Date

I'm struggling with a forumla, I know it has been answered a million times before but I cannot seem to get it to work. I have an opportunity name in the format of 0003000000 - 01/12/16 - Other Text ...
1
vote
1answer
5k views

Process Builder Update Parent (lookup) Record Field

I simply want to update a field via a Lookup. Object Customer Master has a lookup to standard object Account (CM is a related list on the Account layouts as well). I have a custom Lookup field on ...
0
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0answers
322 views

Approval process that does field update will not start the process builder: Looking for alternative

As listed in other posts, I see many people have this issue, where an approval process is to do a field update and then expect that update to start a flow. I'm in the same boat. Are there any ...
2
votes
2answers
936 views

Sum of fields in a field update when some of the fields are null

I'm using a workflow rule to populate a field with the sum of some fields. All of the fields are in the currency type. Field__c + Field1__c + Field2__c It works perfectly if the values are ...
0
votes
1answer
251 views

Update Contact in Journey Builder canvas

We want to update contact in our Journey. The data extension A enters the journey and it has "UNIQ_ID" column linked to Contact Key in Data designer. In the journey, we want to update "Flag" column in ...