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I need the formula for a workflow in Salesforce
i need a workflow for---- when a new product is created and record type equals to XYZ their is a standard revenue checkbox field should be checked in .
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1 Reply
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Hello Radhakrishna,
Workflow Rules
Setup > Workflow Rules > New Rule > Object Product > Enter Rule Name > Select created in Evaluation Criteria > In Rule Criteria enter Product: Product Record Type > Operator equal > Select needed record type in Value field > Save & next
Add Workflow Action > Field update > Select checkbox that should pe checked > Set Checkbox Options = True > Save > Activate
If this solves your questions please like it otherwise you have to use process builder.
process builder:
Setup > Process Builder > New > Enter name > Starts when record changes > Save
Add object > Product (select it from the list, do not enter it manually) > Start only when a record is created > Save
Add criteria > Enter criteria name > Formula evaluates to true > [Product2].RecordType.DeveloperName = "XYZ" > Save
Add immediate action > Update records > Record type : Select the Product2 record that started your process > Select checkbox field = True
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