Field Update Workflow in Salesforce

  • Choose a specific value, which consists of space to enter the value.
  • Choose a blank value(null) if you want salesforce to remove any existing value and leave blank.
  • Choose use a formula to set the new value to calculate the value based on an expression, merge fields or other values.
  • Fields which aren’t available for field update actions are read only fields like formula or auto number fields, the language pick list field on multilingual solutions and some activity fields such as related to and private.
  • Field updates that are executed as approval actions don’t trigger workflow rules or entitlement process.
  • Email message workflow rules can only be associated with field updates.
  • You can update long text area fields, but the option to insert a specific value restricts you to enter up to the maximum amount of characters allowed in the destination field.

The article was originally published at MicroPyramid blog

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Python, Django, Android and IOS, reactjs, react-native, AWS, Salesforce consulting & development company

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Python, Django, Android and IOS, reactjs, react-native, AWS, Salesforce consulting & development company

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