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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.

Workflow - Update related record from triggering record

in Ask A Guru 3 comments

Hello Community,

My use case is, - When a record is saved with a field value, trigger the workflow to update the field in a related record.

Ex. when a customer record is saved with Phone number not empty, trigger workflow to update a related custom record


Is this possible with workflow?

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