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Field Update Actions
Field update actions let you automatically update a field value. You can associate field updates with workflow rules, approval processes, or entitlement processes.
Required Editions
| Available in: Lightning Experience and Salesforce Classic |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
From Setup, enter Field Updates in the Update box, and select Field Updates. Then use these settings to configure your field update.
Before you begin, check the type of the field you want to update. Read-only fields like formula or auto-number fields aren’t available for field updates.
| Field | Description |
|---|---|
| Name | Enter a name for this field update. |
| Unique Name | Enter a unique name to refer to this component in the API. The requirement for uniqueness is only within the selected object type. You can have field updates of the same type with the same unique name, provided they’re defined in different objects. The Unique Name field can contain only underscores and alphanumeric characters. It must be unique within the selected object type, begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores. |
| Description | Enter a description for the field update. |
| Object | Select the object whose field you want to update. |
| Field to Update | Select the field to update. Fields are shown only for the object that you selected. You can select a field on a related object in a master-detail relationship. You can use field updates on encrypted custom fields, but the encrypted field isn't available in the formula editor. Avoid associating more than one field update with a rule or approval process that applies different values to the same field. |
| Re-evaluate Workflow Rules After Field Change | Select if you want workflow rules on this object to be reevaluated after the field value is updated. If you select this option, Salesforce reevaluates all workflow rules on the object if the field update results in a change to the value of the field, triggering any workflow rules whose criteria are met. For more information, see Field Updates That Reevaluate Workflow Rules. |
| Specify New Field Value | The value that the field can be updated with. The available options depend on the type of field you’re updating. For more information, see Value Options for Field Update Actions . |
See Also
Value Options for Field Update Actions
When you create a field update action, specify the new value of the field.
Available field update options depend on the type of field you’re updating.
- Choose A specific value, and enter the value in the space provided.
- Choose A blank value (null) if you want Salesforce to remove any existing value and leave the field blank. This option isn't available for required fields, checkboxes, and some other types of fields.
- For record owners, choose a user to assign to the record. For case, lead, and custom object records, you can also choose a queue for this field. To send an email to the new record owner, select Notify Assignee. (This option is unavailable when user control over task assignment notifications is enabled.)
- For checkboxes, choose True to select the checkbox and False to deselect it.
- For picklists, select a specific value from the dropdown list, or select the value above or below the current value based on the sorting specified in the picklist definition. If you sort values alphabetically, the values above or below the current value can be different for users in other languages.
- To calculate the value based on an expression, merge fields, or other values, select Use a formula to set the new value. For more information about using formulas in Salesforce, see Calculate Field Values with Formulas.
