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Updating Relationship Fields in Workflows

Both can be updated from what I recall, but workflow field update actions are limited to using a single, pre-defined value to update a relationship field to so that's not very useful in most cases. ...
Derek F's user avatar
  • 62.7k
1 vote

How to update a matching record with a flow?

I think you are missing the Loop Through the Opportunities and an Assignment element to set the lookup field on the opportunity to the newly created or updated Object1 record. After getting all the ...
Sufyan Ashraf's user avatar
1 vote

Help editing formula field

To ensure that the Price_Book_Name__c field populates with only one of the names from either Price_Book__c or Product_Interested_In__c, you can use a formula that checks if one field is filled and ...
Tushar Jadav's user avatar
  • 2,218

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