Salesforce Platform App Builder Certification Training - Understanding Cross-object Field Updates

Salesforce Platform App Builder Certification Training - Understanding Cross-object Field Updates

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Interactive Video

Information Technology (IT), Architecture

University

Hard

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The video tutorial explains cross object fields in Salesforce, focusing on their use in workflow actions. It covers how changes in detailed records can update related master records, applicable in custom and standard master-detail relationships. The tutorial provides an example of setting a workflow rule to update a checkbox when a detail object is created with a specific status. It outlines three scenarios for cross object field updates and guides on configuring workflow rules, including selecting detail objects and specifying new field values.

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OPEN ENDED QUESTION

3 mins • 1 pt

What new insight or understanding did you gain from this video?

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