Geeks With Blogs
Sathya Narayanan Srinivasan .NET Developer

  • Still not possible to do a Workflow field update for a lookup field (to custom object) in Salesforce

Tried doing a field update today for a lookup field for a custom object from a workflow rule.

Unfortunately such an importthat feature is still not implemented

Supporting text from IdeaExchange :

http://ideas.salesforce.com/article/show/10089166

  • 810
    points
    I would like the ability to have a workflow field update,
    update a Lookup (reference) field.
    9 Comments  •  Posted by Matt P  
  • 290
    points
    Today, you cannot use a custom field that is
    type Lookup in a workflow (or Territory Management
    Auto Assignment Rule). Eg: We have a field
    - Distributor - which is a custom lookup field
    to Account. We'd like to use this field in a workflow
    to Update another field on the account, but the field,
    Distributor Name, is not available in the fields to select.
    I put in a case, and was told that Custom Lookup fields
    are not allowed in Workflow or Territory Management
    Auto Assignment Rule - which is really where we wanted
    to use it. Please consider this in the future release.

Posted on Thursday, September 16, 2010 4:45 PM | Back to top


Comments on this post: Still not possible to do a Workflow field update for a lookup field (to custom object) in Salesforce

# re: Still not possible to do a Workflow field update for a lookup field (to custom object) in Salesforce
Requesting Gravatar...
Now you can update a lookup from a workflow rule using a Flow and Flow Trigger. This is a pilot feature that you need to request to have enabled in your org. Once turned on, a workflow rule calls a flow trigger which in turn calls your Visual Flow which in turn can set/update the lookup field.
When requesting the feature, ask for "Headless Flows/Flow Triggers" to be enabled in your org.
Left by David Berman on Sep 22, 2014 11:06 PM

Your comment:
 (will show your gravatar)


Copyright © sathya | Powered by: GeeksWithBlogs.net