3 Replies Latest reply on Jan 10, 2019 8:58 PM by Matthew Phillip

    Update rules don't seem to be consistently working

    Matthew Phillip

      I've created an update rule that updates CDO fields based on a lookup table. This lookup table takes the SFDC 18 digit values and replaces them with the actual name of one of our sales agents (ex: replace 0018A00000fXt13QAD with Jane Doe).

       

      I've added this update rule to an existing CDO Program Canvas that updates a different field. The update rule I am referring to is the second one on the canvas. (Update Opportunity Owner). See screenshot below:

      2019-01-09_10h43_38.png

       

      Once this is complete I want to sales agent name displayed in an email via a field merge.

       

      However, I've come across CDO's that have entered this program as recently as 3 hours ago that do not have their fields updated. I've checked multiple CDO's and confirmed that the SFDC value does match a value in the lookup table. I'm not sure what I'm doing wrong here.

       

      Any thoughts would be welcome!