+ Start a Discussion
Swapnil DSwapnil D 

Create a process to auto update fields in a lead if another field value is True

I am trying to create a process through Process builder to update the following Fields if the field Future Interest = True:
Lead Disposition = Contacted DM
Outbound Disposition = Not Interested
Status = Nurture.

What I am trying to achieve is when a user marks Future interest as true I want these field to auto update to the above mentioned values.

Best Answer chosen by Swapnil D
Anthony McDougaldAnthony McDougald
Hello Swapnil D,
Hope that your day is off to an amazing start. Below is a step by step guide on how to create the Process based on the criteria that you specified. Hope this helps and may God bless you abundantly.
>Create a Process and set "The process starts when" to A record changes
>Click Add Object and select Lead, and change "Start the process" to when a record is created or edited
>Click Add Criteria, leave everything as default and click "Find a field" under field, select the Future Interest field, leave the Operator as Equals, the type as Boolean, and change the Value to True
>Under Conditions, click the Advanced drop down arrow and ensure that the "Yes" checkbox is checked
>Click Add Action under Immediate Actions, and under Action Type select "Update Records", name your action under Action Name and click the box under Record Type. 
>In the pop-up window, click "Select the Lead record that started your process" and click Choose
>Leave the defaults and under the Field table click "Add Row" twice
>Edit each field and select the value you want it to equal to one by one (Lead Disposition, Value will be Contacted DM, etc.)
>When finished click Save, click Activate
>Congrats! You're finished, test and report back.


Best Regards,
Anthony McDougald

All Answers

Anthony McDougaldAnthony McDougald
Hello Swapnil D,
Hope that your day is off to an amazing start. Below is a step by step guide on how to create the Process based on the criteria that you specified. Hope this helps and may God bless you abundantly.
>Create a Process and set "The process starts when" to A record changes
>Click Add Object and select Lead, and change "Start the process" to when a record is created or edited
>Click Add Criteria, leave everything as default and click "Find a field" under field, select the Future Interest field, leave the Operator as Equals, the type as Boolean, and change the Value to True
>Under Conditions, click the Advanced drop down arrow and ensure that the "Yes" checkbox is checked
>Click Add Action under Immediate Actions, and under Action Type select "Update Records", name your action under Action Name and click the box under Record Type. 
>In the pop-up window, click "Select the Lead record that started your process" and click Choose
>Leave the defaults and under the Field table click "Add Row" twice
>Edit each field and select the value you want it to equal to one by one (Lead Disposition, Value will be Contacted DM, etc.)
>When finished click Save, click Activate
>Congrats! You're finished, test and report back.


Best Regards,
Anthony McDougald
This was selected as the best answer
Swapnil DSwapnil D

Thanks Anthony, this works perfectly. I Appreciate the quick response.

 

Thanks,
Swapnil Darekar