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Questions tagged [field-update]

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

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2answers
465 views

Deploying a field update to a queue

When deploying via a change set a Workflow rule that has a field update that Sets the OwnerId to a Queue, I get an error in the destination org: 'Illegal field: OwnerId for lookup value type:Queue'. ...
1
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1answer
566 views

Phone number field formatting

In contact object, I have phone number field which is type of Phone. The current value is 8767876541. The problem is it is not displaying in correct format. The format which I am looking out is (876)...
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1answer
4k views

Field Missing / Field Not Showing Process Builder Create a Record

I am trying to create a record via Process Builder, and set the value for a custom field of type text, but the custom field doesn't show up in the list of fields that I can set. How can I get this ...
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1answer
4k 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 ...
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1answer
2k views

Workflow Rule (Ischanged) - Field is not updated when the record is created

I've created a workflow rule that will update a field when a record is created or edit. However, the workflow rule is not updating the field when the record is created, just when the record is updated....
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1answer
86 views

help with trigger business logic

Eligibility date should default to 3 weeks prior to start date if start date is provided. Prevent edits to the eligibility date if a user specifies an eligibility date. Here's what I got for ...
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0answers
16 views

Update a field once the date/time set on a field =NOW

I have a trigger that will set a field_A__c's value by adding the date_A__c (when the case is set to 'In Progress') and minute_A__c (minutes to work on the case). Then field_A__c's will be a date/time ...
3
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1answer
84 views

Update check box using workflow

I have created a workflow and I need to update a check box based on other field If checkbox1------>is true then need to update chekbox2 as true If checkbox1 ------> is false then need to update ...
0
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1answer
64 views

Move contents of one set of fields to another set of fields

On my Opportunity object: I have created six custom fields AVSFQB__Generate_Object__c AVSFQB__Quickbooks_Id__c AVSFQB__QuickBooks_ItemType__c Sample_Generate__c Sample_Quickbooks_ID__c ...
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1answer
391 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
55 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", "...
2
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1answer
254 views

Salesforce process builder - When removing active account from hierarchy, failed but works when added to hierarchy

I currently created a process which checks if a parent account is present, has been changed and checks if a parent field contains a certain value. If these conditions are met, update other fields in ...
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0answers
54 views

Assigning Contacts to Partner Community user

I have a Partner Community set up with Partner users created. I want to assign a contact to a partner user using a workflow but I can see this user in the field update wizard. I only see internal ...
1
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0answers
105 views

Field value getting deleted after updating trhough Process Builder workflow

We have a Process builder workflow which updates a field to a record ID on creation of a X record. However, the field value gets deleted with a time gap of a min or at the same time. When checked the ...
2
votes
2answers
787 views

Trigger to update the owner of child record to the owner of parent record (look up relationship)

I have a custom object called "Recurring Storage Revenue". This object is populated via integration so the owner of the revenue records is the system user. I need to build a trigger so that the owner ...
0
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2answers
52 views

Fire After Update trigger with respective method only if we update the respective field

I have a Handler Class and helper Class. Calling 3 Different methods from Handler classes. I want to call those Methods only when the respective fields are changed. public void OnAfterUpdate() { ...
0
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1answer
577 views

How to update a field on Lead object with Lightning Components?

I was playing around with Lightning Trail Head Examples and couldn't figure out how to update a record. When I asked google Yoda master, master referred me here,to this post. I was able to replicate ...
0
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2answers
554 views

Adding One Year to Date Field Value Through Custom Button

I'm going through one of the Force.com workbooks and attempting to add some functionality to a Date field using a custom button. On click, I want to button to update the appropriate field by moving ...
1
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1answer
173 views

field update using workflow and formula function

In standard object Case there is Description field and there is text being inserted i'm looking for specific text/string "First Name" and i would like to move everything from the left of "First Name" ...
2
votes
1answer
742 views

2 workflows vs Process builder. Which one is better?

I want to design a workflow to make it work like, If criteria C1 =true; -> Action 1. Field Update If criteria C1 & C2=true -> Action 1. Field Update 2. Email alert. In a single workflow I'...
2
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1answer
6k 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 ...
1
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1answer
148 views

Custom Java Button Create Record on Object and fill also lookup to other Object

I created a Java Button that should create a Record on Object Zeiteintrag__c on this record is a Master Detail Relationship (Stundenkonto__c) that should be Updated with the ID of the Record of this ...
3
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1answer
56 views

I want to change the record type of contact if 6 months has passed since 'last communication date'

i have written a workflow rule that will Evaluate the rule when a record is created, and any time it's edited to subsequently meet criteria, which eventually will change record type of contact. Rule ...
2
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0answers
70 views

How to set a null value in a data extension field using javascript

I am trying to set null in a data extension field using server side java script, but it doesn't work. it is a date time field that goes to "monday, january 1 of 1900 00:00" every time I try do set it ...
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1answer
638 views

How to make a field blank using dataloader [duplicate]

I have an email field having some values. I want to make this field blank. The problem is I have to make this field blank for 1000 records. When I try to update the email with blank in data loader it ...
1
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1answer
138 views

How to update lookup field with hierarchy fields

Accreditation__c[] accr = [SELECT Id,Business_Plan__c,Account__r.parentId FROM Accreditation__c WHERE isActive__c = true AND is_branch__c = true AND Business_Plan__c = null limit]; Set<...
2
votes
1answer
232 views

Is trigger update existing records?

I have one trigger that updates records. Now i just wanted to know if we update those records with data loader. The D M L Operation code would perform or not. Because i need to update few existing ...
2
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3answers
363 views

what is the best way to update hundreds of existing records

I need to update existing records. when i am trying to update single record in developer console(anonymous window) by passing ID in where clause. But, when i try to update multiple records i'am facing ...
2
votes
1answer
333 views

Record Type Field Updater on Task object?

I have created an Activated workflow rule that says if a Task's subject contains 'Email:' update the record type field. However, after performing several bcc to email tests, this is not working ...
0
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1answer
376 views

Update picklist field using workflow rule

I have a object called job application and another object called Interview. On interview I have a lookup relationship field to the job application object. I have a picklist field called status in ...
0
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0answers
235 views

Trigger does not fire up when trying to update record using third party application

Good day, everyone I have created a trigger in salesforce and I also create a connected app to send data from my wordpress app to my custom object in salesforce. All is working well when I try to ...
0
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1answer
61 views

Match “custom ID fields” from Acc. and Cust.Obj and update lookup field with ACC Name by ID

i facing following issue: We Have Obj. Account and Obj. B__c. On Object Account we have a ID__c which stores an ID. Now we get this ID from an external System written in an text field on Obj. B__c ...
2
votes
1answer
461 views

Loading data using data loader

I have a scenario where I want to just edit and save bunch of records without actually editing any fields or data in that record. I want to do this because the workflow rule associated with this ...
1
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1answer
840 views

Field update on record type is not firing

I have 2 workflows that work on 2 record types. Each record type is associated with a respective page layout which has its own fields. The first record type is 'X' and has a field 'Status' in it. The ...
0
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1answer
2k views

Edit Permission on Field with Particular Record Type for Selected Users

Want to do : Give Edit permissions for "Field1__c" on only Record Type = "Record_Type1" for Standard object to particular users (u1, u2,u3) only. All other users will Read Only for that field on ...
0
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0answers
704 views

perform field update on rich text field

I have a rich text field on a custom object which I would like to fill in when another custom picklist field of the same object has some particular value. I know this can't be achieved through ...
4
votes
1answer
3k views

Before Insert Trigger not updating field

I have a before insert trigger to update a custom field on the Contact object, Region__c. Debugging confirms that the field is set to the correct value on the sObject, but both the test asserting the ...
1
vote
1answer
270 views

Field Update in Process Builder

i am exploring about new Process Builders. I learnt that we can do a field update in process builder, but I am not sure if we can do it in the same way as we do it in workflow field update. I mean, ...
2
votes
1answer
120 views

Populate DE after send with Job info

I am currently working with Data Extensions (DE) and Queries inside the Exactarget web platform. I have a DE (let´s call it Input-DE) which is updated daily with new emails and some other infos (let´...
2
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0answers
120 views

If an “update” doesn't include any real changes, will the update trigger still fire?

When I first thought of this question, I assumed it would be easy to find answered online, but I can't seem to find it posed anywhere. It's part development, part administrative in nature, so please ...
0
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1answer
72 views

Need help with Process Builder

Trying to update child records based on master record status. Consider X as a master object and Y as Child object, when X object record status is 'Complete' status of child records need to be updated ...
0
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2answers
978 views

Update fields when a VisualForce page is accessed/saved

We have 2 processes that our inside sales team needs to complete when working a new lead. Each of these processes is accessed via a custom button on the lead record that opens a VisualForce page. They ...
1
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1answer
215 views

Workflow re evaluation criteria doubt

I have a small doubt. Based on docs (https://help.salesforce.com/HTViewHelpDoc?id=workflow_field_updates_reevalute_wf.htm&language=en_US), there are 2 quotes which seems to me as contradictory. ...
4
votes
2answers
714 views

Convert Trigger to use Dynamic Apex

I want to convert my below trigger to use Dynamic Apex, so that I can avoid code repetition for other objects. This is what my trigger does :- I have a object called Incident__c and a custom field ...
1
vote
2answers
350 views

update a field from an object when a 'Note' is deleted

I want to write a trigger on 'Note' object, what the trigger should do is:- I have a object called Incident__c and a custom field called Notes__c (Long Text Area). Whenever a Note get created(In the ...
2
votes
2answers
3k views

Field updates that are executed as approval actions don't trigger process

I am updating a checkbox field "Is approved" when a record is approved by approval process. When this field is updated I want to trigger an action that create account record. However this is not ...
1
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1answer
183 views

How do I mass update existing records with a Field value where the field value is Blank? Need a code to be executed in the Execute Anonymous window

How do I mass update existing records with a field where the value is blank? I need code to be executed in the Execute Anonymous window. Field name is Owner__c Object name is Account__c I am using ...
2
votes
1answer
2k views

Update Date field with the value of custom label in Process builder

I want to update Date field with the value of custom label in Process builder. I am trying to do like DATE($Label.NYResident_ExpDate) custom label value is 2016-01-31 Please suggest what needs to ...
1
vote
1answer
26 views

Will the sustained value be gone off after the criteria met again in workflow rule?

I have a field A(picklist which contains Yes,No) and B(Date which will get updated to TODAY when A is Yes or No). I have a workflow for this. And i have another workflow in which the B will be made ...
0
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1answer
2k views

Change textarea value using Jquery not working [closed]

I'm using a JQuery to change a textarea input value when a picklist is selected...i can see the value is changed in the screen when i select an item in the picklist but when saving the new value is ...