This idea has been delivered and can no longer be voted or commented on. If you’d like to add to this conversation, please post a new idea.
39,140  Points voting closed
Delivered in Spring '15
Idea is generally available.

Cross Object Workflow

Process Builders and Workflow




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.

· Flag

Latest Comment from Salesforce

  • Kristie Garafola - 2 years ago

    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
     
  • Upvotes
  • Downvotes

Ideas

Apps

from AppExchange

Questions

Help us to keep IdeaExchange clean by pointing out overlapping ideas. We'll investigate your suggestion and merge the ideas if it makes sense.



 

 

Thanks for your merge suggestion. We will review it shortly and merge the ideas if applicable.

Salesforce takes abuse situations very seriously. Examples of abuse include but are not limited to posting of offensive language or fraudulent statements. To help us process your request as quickly as possible, please fill out the form below describing the situation. For privacy and security reasons, the final outcome of an abuse case may not be revealed to the person who reported it.


 

Thank you for your feedback. We take abuse seriously and will investigate this issue and take appropriate action.