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Vote 39140  points

David DeSana

Cross Object Workflow

Salesforce Platform, Customization, Large Enterprise Ideas, Large Enterprise

Delivered in Spring 15




Do not hard code the Object (see above image) when creating Workflow Field Updates. Allow administrators to choose a field to pass based on a relationship (lookup or master detail). For example, a Workflow Rule based on Case would be allowed to have a Workflow Field Update change a Contact field for the Contact record associated with the Case.

8 years ago · 188 Comments · Report Abuse

Latest Comment from Product Management

Kristie Garafola

With the Spring '15 release, you can visually automate your business with the new Lightning Process Builder (GA).

Please reference the release notes to learn more about it, and the many features and enhancements being delivered with it:
http://releasenotes.docs.salesforce.com/spring15/spring15/release-notes/rn_forcecom_process_visually_automate.htm#rn_forcecom_visually_automate
 

8 months ago · Report Abuse

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