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            Cross-Object Field Updates

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            Cross-Object Field Updates

            For all custom objects and some standard objects, you can create actions where a change to a detail record updates a field on the related main record. Cross-object field updates work for custom-to-custom master-detail relationships, custom-to-standard master-detail relationships, and a few standard-to-standard master-detail relationships.

            Required Editions

            Note
            Note Where possible, we changed noninclusive terms to align with our company value of Equality. We maintained certain terms to avoid any effect on customer implementations.
            Available in: Lightning Experience and Salesforce Classic
            Available in: Enterprise, Performance, Unlimited, and Developer Editions

            For example, in a custom recruiting application, create a workflow rule that sets the status of an application (the main object) to “Closed” when a candidate (the detail object) accepts the job. Or, for standard objects, create a rule to change the status of a case from “Awaiting Customer Response” to “In Progress” when a customer adds a case comment.

            Custom Object to Custom Object

            Cross-object field updates are supported for all custom objects that are children of custom objects in a master-detail relationship.

            Custom Object to Standard Object

            Cross-object field updates are supported for custom objects that are children of certain standard objects in a master-detail relationship. The standard objects that support cross-object field updates from custom objects are:

            • Account
            • Asset
            • Campaign
            • Case
            • Contact
            • Contract
            • Contract Line Item
            • Entitlement
            • Opportunity
            • Order
            • Question
            • Quote
            • Service Contract
            • Solution

            Standard Object to Standard Object

            Cross-object field updates are supported for standard objects that are children of standard objects in a master-detail relationship. However, only these standard-to-standard relationships are supported.

            Note
            Note If you have workflow rules on converted leads and want to use cross-object field updates on the resulting accounts and opportunities, you must enable the lead setting Require Validation for Converted Leads.
            • Case Comments updating Case
            • Email updating Case
              Tip
              Tip To create workflow rules so that case comments or emails automatically update fields on associated cases, select Case Comment or Email Message in the Object dropdown list when creating a workflow rule and select Casein the Field to Update list. Email-to-Case or On-Demand Email-to-Case must be enabled for your organization to use the Email Message in a workflow rule.
            • Opportunity Product updating Opportunity
              Note
              Note Cross-object field updates to a parent opportunity's Amount and Quantity fields only work if the opportunity has no opportunity products associated with it.
            • Opportunity updating Account—Supported for both business accounts and person accounts.

            Standard-to-standard cross-object field update actions:

            • Can’t be used in, or assigned to, approval processes.
            • Update a parent record even if the user doesn’t have edit access to it.
            Note
            Note If you have Apex code that updates parent fields in the same relationships as a cross-object field update action, consider replacing your code with cross-object field updates. Otherwise, both will fire, and since workflow rules run after Apex triggers, the workflow field update will override any change made by your Apex code.

            See Also

             
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