• WHO WE ARE
  • WHAT WE DO
    • Implementations
      • Salesforce
        • Sales Cloud
        • Service Cloud
        • CPQ
        • Field Service for SMEs
        • Field Service Lightning
      • Salesforce Partner Apps
        • Panda Doc
        • Conga
    • Developments
      • Salesforce Customization
      • Custom Application Development
      • AppExchange Product Development
    • Migrations
      • Classic to Lightning Migration
      • Other Systems to Salesforce Migration
    • Integrations
  • HOW WE DO
    • Delivery Model
    • Our Works
  • BLOG
    • WHO WE ARE
    • WHAT WE DO
      • Implementations
        • Salesforce
          • Sales Cloud
          • Service Cloud
          • CPQ
          • Field Service for SMEs
          • Field Service Lightning
        • Salesforce Partner Apps
          • Panda Doc
          • Conga
      • Developments
        • Salesforce Customization
        • Custom Application Development
        • AppExchange Product Development
      • Migrations
        • Classic to Lightning Migration
        • Other Systems to Salesforce Migration
      • Integrations
    • HOW WE DO
      • Delivery Model
      • Our Works
    • BLOG
Salesforce Blog | Salesforce Simple Tutorial
Salesforce Blog | Salesforce Simple Tutorial
  • WHO WE ARE
  • WHAT WE DO
    • Implementations
      • Salesforce
        • Sales Cloud
        • Service Cloud
        • CPQ
        • Field Service for SMEs
        • Field Service Lightning
      • Salesforce Partner Apps
        • Panda Doc
        • Conga
    • Developments
      • Salesforce Customization
      • Custom Application Development
      • AppExchange Product Development
    • Migrations
      • Classic to Lightning Migration
      • Other Systems to Salesforce Migration
    • Integrations
  • HOW WE DO
    • Delivery Model
    • Our Works
  • BLOG

Part III-1.Field Update in Salesforce

Salesforce Blog | Salesforce Simple Tutorial > SFDC Training > SFDC Training Part III > Part III-1.Field Update in Salesforce
  • November 2, 2017
  • Merfantz Editor
  • SFDC Training, SFDC Training Part III
  • 0

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.


  • Previous Part II – 5.Record Creation and Access in Salesforce
  • Next Part III. 2. Validation in Salesforce
We denounce with righteous indignation in and dislike men who are so beguiled and to demo realized by the charms of pleasure moment, so blinded by desire, that they cannot foresee the pain and trouble that are bound.

Discover More

Contact Info

  • 374 William S Canning Blvd, Fall River MA 2721, USA
  • (+880)155-69569
  • [email protected]
  • 10:00 - 17:00

Latest Posts

Salesforce Marketing Cloud Will Fuel Your B2B Marketing Engine. January 30, 2023
Overview of DML operations in Apex January 24, 2023
Benefits of Integrating Salesforce and Marketing Automation for Business Growth January 20, 2023

2023 All Rights Reserved