-
I need the formula for a workflow in Salesforce
i need a workflow for---- when a new product is created and record type equals to XYZ their is a standard revenue checkbox field should be checked in .
-
1 Reply
-
Hello Radhakrishna,
Workflow Rules
Setup > Workflow Rules > New Rule > Object Product > Enter Rule Name > Select created in Evaluation Criteria > In Rule Criteria enter Product: Product Record Type > Operator equal > Select needed record type in Value field > Save & next
Add Workflow Action > Field update > Select checkbox that should pe checked > Set Checkbox Options = True > Save > Activate
If this solves your questions please like it otherwise you have to use process builder.
process builder:
Setup > Process Builder > New > Enter name > Starts when record changes > Save
Add object > Product (select it from the list, do not enter it manually) > Start only when a record is created > Save
Add criteria > Enter criteria name > Formula evaluates to true > [Product2].RecordType.DeveloperName = "XYZ" > Save
Add immediate action > Update records > Record type : Select the Product2 record that started your process > Select checkbox field = True
Log In to reply.
Popular Salesforce Blogs
The Top Reasons to Invest in Salesforce Professional Services
In today's business world, technology is a big deal, and when it comes to making things work better, Salesforce is like the superhero of software.…
When to use REST & When to use SOAP ?
Most of the sfdc beginners came across this question "When should I use REST & When to use SOAP API" , but not all of…
Automation studio in Marketing cloud
Automation Studio - Automation Studio makes Marketing Cloud email sends, queries, imports, and more happen automatically. Automation Studio is a Salesforce Marketing Cloud application used…
Popular Salesforce Videos
Salesforce CRM Full Training Tutorial For Beginners
In this video, Nick Boardman explains how to use the key features inside Salesforce CRM. He explains various dashboard options, setting up campaigns etc.
Salesforce Platform Developer 1 Certification Training | Salesforce Training Video
This Salesforce Training Video will give an overview of Salesforce Certification Training by explaining what is Salesforce, Why we need Salesforce, Salesforce Career opportunities and…
8 Steps to Become a Salesforce Developer!
Do you aspire to become a Salesforce developer? Are you stuck on what next steps you need to take to become a developer? Check out…