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Topics#Data ManagementDomanda di Salesforce Bot
Salesforce Bot (Endeavor) ha fatto una domanda in #Data Management
22 apr 2016, 15:29

Update all Child records except the one that made the change

I have a Child object for the account called "Industry". For all  of the Industry records, there is a "Primary Industry" checkbox. When the Box is checked and saved the "Industry" field on the account page is updated. The issue is I need to make sure there is only ever 1 Industry record with the "Primary Industry' box Checked all other should be unchecked. I started to create a process to uncheck all other records but then realized that if I run the process like that the Industry record that started the process would be unchecked too.

 

Thoughts?

 

Update all Child records except the one that made the change
2 risposte
  1. adam marks (Cloud Think Consulting)
    22 apr 2016, 16:09
    So this was a bit of a brain bender but conceptually I think this will work. 

     

    Add an additional step to the process that updates the Industry on Account to insert the record ID of the Industry record that is now the new primary industry. You will need to create a new field for this as well. Then in your child record update process add criteria that excludes the record where the Account level Industry ID and the Industry record ID field match. 

     

    Give that a spin, I think that should work. 
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