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2 votes
Accepted

trigger to update parent record without sub-query

The Max Amount is probably better handled via a rollup summary field. No matter if you go that route or keep both in your trigger here, the rest of the answer remains the same. In a nutshell, what ...
Derek F's user avatar
  • 62.8k
2 votes
Accepted

How do you block a user from updating a particular field while allowing a flow to do so?

Another option is to make sure no users have edit permission for the field then ensure that the flow runs in system mode. That way no user can directly update the field, but a flow can. If you still ...
Phil W's user avatar
  • 37k
2 votes
Accepted

Field not being written to in helper class

You need to update the field on the records in Trigger.new, not query them. Doing the latter means you have a second version of these records in memory which never actually get committed to the ...
Phil W's user avatar
  • 37k
1 vote

Issue with attempting update to System.AccessLevel.USER_MODE -- Cannot specify both an external ID reference Owner and a salesforce id, OwnerId: []

This behavior occurs because you're allowed to reference a parent object in order to link a record. For example, let's say you want to insert an account and a contact in a single statement. It is ...
sfdcfox's user avatar
  • 497k
1 vote
Accepted

Add/Increment a value to the target data extension field of a query activity in Marketing Cloud

N_Ciclos would be null if client_id does not exist. Not entirely sure about your use case but you can try to use the function COALESCE in your select statement: SELECT s.client_id, COALESCE(c....
Ted Chan's user avatar
1 vote

How do you block a user from updating a particular field while allowing a flow to do so?

You can manage this in the Flow itself. The Flow can check if the value has been changed, and if so, report an error, otherwise set the new desired value. No validation rule necessary.
sfdcfox's user avatar
  • 497k
1 vote
Accepted

Flow Bulkification with respect to duplicate Update Records on the same parent record

Yes, many flows running at once and updating the same record can result in errors regarding too many updates to a single record. You can deduplicate the records by using an InvocableMethod, which is ...
sfdcfox's user avatar
  • 497k
1 vote
Accepted

I'm unable to select the Id of the related record within the Flow. However, I can choose other fields without any issues

You should be using Specify Conditions to identify records and set fields individually This will prompt you to choose an Sobject Type (Account) Then the filter would be Id = $Record.Account__c And ...
cropredy's user avatar
  • 72.2k

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