Clear Salesforce Lookup Value Using Workflow Field

This guide explains how to clear the “Salesforce Lookup” field value using the “Field Update Workflow” field.

  1. Initial Setup:
  • Drag and drop a “Salesforce Lookup”, a “CheckBox”, and a “Field Update Workflow” field onto your form.
  • Rename the fields as needed.
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  1. Configuring The “Salesforce Lookup” Field:
  • Click the pencil icon of the “Salesforce Lookup” field.
  • Set “Object” and “Display Additional Fields” as shown below.
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  1. Configuring The “Field Update Workflow” Field:
  • Set “Rule Criteria” -

  • Clear The Lookup Field (”CheckBox” field) || equals || 1
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  • Set “Field Updates Success” -

  • Find Account || value ||
  • Find Account || name ||
  • Find Account || event || change
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  • Enable the “Update Fields Silently Without Change Event” option.
  • Save the changes.
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  1. Test Your Form:
  • Find an Account.
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  • Checking the CheckBox will clear the “Salesforce Lookup” field.
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For any questions, please contact us - [email protected] or the Formyoula in-app chat. 🙂