Thu, Jan 10, 2019 7:40 PM

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How to update a checkbox field via the rules engine?

Hi all,

I created a check box custom field on the Customer Info object in SFDC. The field is called "Has Sponsors Tracked?". My objective here is to figure out which accounts do not have any sponsors being tracked. I set up a bionic rule to identify accounts that have sponsors. If there are sponsors, I want the box to get checked off. If no sponsors, I want the check box to stay blank (false). Has anyone done anything similar? I can't seem to get the rule to update the check box so I am stuck on the action step of the bionic rule. Once this is done, I want to create a report to display accounts with no sponsors being tracked.

Thanks!