Scenario for Field Update

Scenario:

You want to make sure you don't lose track of all the Large Enterprise leads.

So you create a workflow rule and associate a field update to it.

Rule: Whenever a lead is created/edited with Industry as Large Enterprise and its Lead Status is Not Contacted

Action (Field Update): Update Lead Status to Contact Immediately.

First, you need to create Workflow Field Update as given below:

1. Click Setup> Automation > Actions > Field Update.
   
2. In the Workflow Field Update page, click Configure Field Update. 
   
   
3. In the New Workflow Field Update page, enter a Name for the update.
   
4. Select the Module for which the field update applies.
   
5. Specify the Update as Lead Status = Contact Immediately.
   
6. Click Save.
   Once the field updates are created, you need to create a workflow rule with the following:
   • Module - Leads
     
   • Execute On - Create
     
   • Rule Criteria - Lead Status is Not Contacted and Industry is Large Enterprise.
     
   • Instant Action - Workflow Field Update (select the field update that you created)
     

Now, when you create a lead with the Industry as Large Enterprise and Lead Status as Not Contacted, the Status is updated automatically as Contact Immediately.