Salesforce Advanced Administrator Certification Guide

Updating records

In workflows, we used to create field update actions to update record fields and the parent's fields if a master-child relationship was in place. With the Update records action, we can update the following:

• The current record
• Any parent record (whether it is related to a master-child relationship or not)
• Any child record of the current record or any parent object (for example, in our scenario, the Opportunity Products or all the Cases related to the current opportunity's account). The following screenshot shows these:

Record selection on the Update Records action

When selecting to update related child records, we can even ...