The Field Update option helps you to automatically update certain field values in the records, when the associated workflow rule is triggered.
To create field updates
Note
Record Type | Parent Records That You Can Update |
Contacts | Accounts, Vendors |
Potentials | Accounts, Campaigns, Contacts |
Cases | Products, Accounts, Potentials, Contacts |
Solutions | Products |
Products | Vendors |
Quotes | Contacts, Accounts, Potentials |
Sales Order | Contacts, Accounts, Potentials, Quotes |
Purchase Orders | Contacts, Vendors |
Invoices | Accounts, Sales Orders, Contacts |