-
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
How to Become a Salesforce Developer? Here are the Tips to Consider
The certification and qualification of a Salesforce developer is a lengthy, rigorous task, but an incredibly fruitful one, nonetheless. It is one of the fastest…
Salesforce Visualforce – Select Record Using Radio Button
Hey! Here we are going to learn how to show the contacts related to account and select the account using radio button with Visualforce Page.…
How to Digitize Pharmaceutical Production with Salesforce
Following the pandemic, the pharmaceutical industry has been expanding and the companies are competing with each other, struggling to take a lead in the market.…
Popular Salesforce Videos
What is a Salesforce Architect?
If you are not familiar with the ‘Solution Architect’ role then it can be explained relatively simply. Solution Architects are ultimately responsible for the ‘Solution’…
Lightning Data Service: An Easy Way to Build Lightning Components Without Code
Lightning Data Service is a centralized data caching framework which is used to load, save, create and delete a record without server-side apex code. It…
Dreamforce To You 2020 - Algoworks
The wait is over – Dreamforce will be going ahead in 2020! Salesforce has gone back to the drawing board and rebuilt Dreamforce 2020 for…
