Considerations for Field Update Actions. When creating field updates for workflow rules or approval processes, consider the following: Field Update Processing Field updates occur before email alerts, tasks, and outbound messages.Field updates occur after case assignment, lead assignment, auto-response, and case escalation rules.Field updates function independently of field-level security. Therefore, a workflow rule can update fields even though they are hidden on the user's page layout.The result of a field update is unpredictable when a single workflow rule includes multiple field updates that apply different values to the same field.Field updates may affect the information in a related list.
For example, if a field such as the Amount or Close Date of an opportunity is set to be updated, it will affect the Stage History related list on opportunities.If a user gets a field update error when saving a record, you can use the debug log to see which field update failed. Tip Notes on Cross-Object Field Updates Field Update Limitations. Considerations for Using Workflow Rules. Securing Your Code. Salesforce Success Community login Salesforce Success Community More Places Contact Us 1-800-NO-SOFTWARE 1-800-667-6389 One Market St. Need More Help? If you still can't find what you're looking for try searching H&T.
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