Part III-1.Field Update in Salesforce

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In Salesforce you can automate the update of many field records using workflow rules. We will create two workflow rules:

  • Workflow rule  checks the Event booked checkbox and sets the Lead Status to Working – Contacted when the event is scheduled or rescheduled by Customer

To create Workflow rules:

  1. Log in to Salesforce.
  2. In your Salesforce Setup page, go to Create > Workflow and approvals.
  3. Select Workflow rules and click New Rule.
  4. From the Object drop-down, select the object to which the rule will apply. In our example, select Lead.

    Creating the Workflow Rule 

  5. On the New Workflow Rule page in Salesforce, fill out the following information and click Save. (See figure)
    • Rule Name: Update Lead fields when event is scheduled or rescheduled by Customer
    • Rule description: The Rule checks the Event booked checkbox and sets the Lead Status to Working – Contacted when the event is scheduled or rescheduled by Customer
    • Evaluate the rule when a record is: created, and every time it’s edited
    • Rule Criteria: Run this rule if the following criteria are met:
      • Lead: Event status Equals Scheduled
      • Lead: Event status Equals Rescheduled by Customer
      • Advance filter logic: 1 OR 2

  1. On the Immediate Workflow Actions, click Add Workflow Action, select New Field Update, make the following changes, and click Save (see figure):
    • Name: Check automatically the Lead Booked checkbox
    • Unique name: Check_checkbox
    • Field to update: Event Booked
    • Re-evaluate Workflow Rules after Field Change: Checked
    • Checkbox Options: True

7. On the Immediate Workflow Actions, click Add Workflow Action, select New Field Update, make the following changes, and click Save (See figure):

  • Name: Update the Lead Status picklist to Working – Contacted
  • Unique name: Working – Contacted
  • Field to update: Lead Status
  • Re-evaluate Workflow Rules after Field Change: Checked
  • Picklist Option > A specific value: Working – Contacted

  1. Under the Workflow rules page, click Activate to activate the rule.

This training information is very useful to learn about field update in salesforce.