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Salesforce Advanced Administrator Certification Guide
book

Salesforce Advanced Administrator Certification Guide

by Enrico Murru
November 2019
Intermediate to advanced
672 pages
13h 39m
English
Packt Publishing
Content preview from Salesforce Advanced Administrator Certification Guide

Field updates

Field update action is self-explanatory: it can be used to update a field of the target object of the workflow (and even other related objects, as we'll see shortly).

Let's say that our company mostly sell to Italian customers with an high annual revenue, so if a lead comes from Italy and the web source and the annual revenue is up to $100,000, it should automatically be promoted to a Hot rating. This is a valid configuration for the example field update:

Field update configuration

Besides the usual name and unique name system fields, the object type is already filled in (Lead) and the Field to Update box has to be filled in ...

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Publisher Resources

ISBN: 9781838643898