Tip of the Week – Workflow can update Master records in Salesforce
Salesforce administrators and developers have long been familiar with the classic workflow rule limitation where a field update on a related object just won’t work. If you’ve hit this limitation in the past, you’ve probably employed a number of solutions, including Triggers, apps, or the Process Builder, but each comes with its own limitations, quirks, and costs. Well, there are certain circumstances where you don’t need anything special to get the job done.
If you’re working with Master/detail relationships in Salesforce, Workflow Rules fired from the child record can immediately update the parent. This doesn’t work for Lookup Relationships (if you don’t know the difference, here’s an overview), but can be a huge time saver for Master/detail records. All you have to do is create a standard Workflow rule starting from the child object, then choose a field on the parent to update. It really is that simple. Now get building, and enjoy the time and frustration saved!
-Jared and the Salesforce Guys
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.