Field Updates on Related Objects: Salesforce Exam ADX-201 Essentials

Can You Perform Field Updates on an Object Related to a Rule?

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Can you perform field updates on an object related to a rule.

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A.

Except for case comment and Email message records you can create a field update action that updates a field on the related case record.

For e.g.

You can create a rule to change the status of a case fromAwaiting Customer Responseto In Progress when a customer adds a case comment.

Yes, you can perform field updates on an object related to a rule in Salesforce.

Salesforce provides an easy way to automate field updates on an object when certain conditions are met, using the Process Builder or Workflow rules. These tools allow you to define criteria for when an update should occur, as well as the actions that should be taken when that criteria is met.

When creating a Process Builder or Workflow rule, you can select the object that you want to perform the field update on, and then specify the conditions under which the update should occur. Once you have defined these conditions, you can then specify the field(s) that you want to update, and the new value(s) that should be set for those fields.

For example, let's say you have a custom object called "Order" in Salesforce, which has a lookup relationship to the "Account" object. You want to update the "Account" object whenever an order is placed for a large quantity of items. To do this, you could create a Process Builder on the "Order" object, which checks if the "Quantity" field is greater than 100, and then updates the "Status" field on the related "Account" object to "High Volume".

In summary, Salesforce provides a variety of tools that allow you to automate field updates on related objects, making it easy to streamline your business processes and ensure that your data is always up-to-date.