Configure a New Change Request: Update

For the Change Request: Update process:

  1. Create fields for the Change Request object that will be changed via the Change Request: Update process. These fields represent fields of the Account or Contact object.

  2. Create a new Change Request Mapping record to map the Change Request record and the target object.

Add Fields to the Change Request Record

To change the values of the selected Account or Contact fields, create the corresponding fields on the Change Request object.

The created field Data Type, Filed Label, and Field Name on the Change Request object should be the same as for the corresponding field of the Account or Contact object.

To create a new field for the Change Request object, go to the Change Request object and follow the Salesforce guide.

Add new fields to the Update Change Request page layout to manage their values within the Change Request: Update record creation.

Create a New Change Request Mapping Record

To update the target object field(s), create the relation via a Change Request Mapping record:

  1. Go to Setup → Custom Code → Custom Settings → click Manage next to Change Request Mapping.

  2. On the next page, click New to create a new record:

    Read the description of each parameter here.

    • In the Name section, specify the name.

    • In the Change Request Field, enter the API name of the field that you have to change via the Change Request: Update process.

    • In the Change Request Record Type field, select Update.

    • In the Target Object Field, enter field API Name to change via the Change Request: Update process.

    • In the Target Object Name field, enter object API Name, which field should be changed via the Change Request: Update process.

  3. Click Save.

The setup is complete.

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