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

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.

What is the primary purpose of cross object fields in workflow actions?

• To update fields on related master records

• To send notifications to users

• To create new records automatically

• To delete unnecessary records

In which type of relationship are cross object field updates applicable?

• Self relationships

• Hierarchical relationships

• Master-detail relationships

• Lookup relationships

What triggers the workflow rule in the provided example?

• A change in the master record

• Creation of a detail object with status 'active'

• Modification of a picklist value

• Deletion of a detail object

Which scenario is NOT mentioned for using cross object field updates?

• Custom objects as children of custom objects

• Standard objects as children of custom objects

• Custom objects as children of standard objects

• Standard objects as children of standard objects

What is the first step in configuring a cross object field update?

• Enter the description of the field update

• Navigate to process automation and click on workflow rules

• Create a new workflow rule

• Select the master object