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Workaround for Before Record Load on existing records limitation

edited Jun 2, 2025 2:43PM in Ask A Guru 8 comments

Hello,

TL;DR Question: Is there a workflow workaround for using Set Field Value on Before Record Load for existing records?

I know the docs say "You cannot set field values on an existing record if the Set Field Value actions execute on a Before Record Load trigger. Use the Set Field Value action with a Before Record Load trigger for new records or for setting workflow fields on new or existing records. Use a custom action to update fields on an existing record."

Can anyone point to documentation on what custom actions are and how I can use them?

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