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Clear Salesforce Lookup Value Using Workflow Field

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. 🙂