Rule type Update Record
Use this rule type to update any object. This rule can be added to any lookup or master-detail field.
The rule will be skipped if no record is related to the Transaction or Inbound Report record. In all other cases, it will update the related record according to the mapping you have defined.
Update Record setup
| Setting | Description |
|---|---|
| Mapping | Each field of the related object can be mapped. A field can be either mapped to a constant value (mapping type: Value) or to a Transaction or Inbound Report field (Mapping type: Field). If the “Only If Blank” checkbox is selected, the field will only be updated if does not already have a value. |
Special update rule for Campaign
The Update Campaign Member rule is a special update case because Salesforce does not allow lookups to Campaign Member. The Update Campaign Member rule instead acts on the text field “Campaign Member Id” which comes pre-shipped from FinDock on Transaction and Inbound Report.