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Laura Longtine-Rosado
Null field update to NA
Can I use a workflow and field update to replace a null phone number field with N/A? Something like this? IF (ISBLANK ( Phone__c ),N/A, Phone__c
A ton of leads are coming over blank and trying to find a way to make it easier to manage this field.
A ton of leads are coming over blank and trying to find a way to make it easier to manage this field.
Hi Laura, yes you can create workflow rule to accomplish this. First you want to navigate to Setup => Workflow Rules => New Rule
From here you want to follow the screenshots below. You can change the Evaluation Criteria in the first image as you desire, in my example I have it set to just evaluate on create. In other words only when Leads are created will this workflow rule run.
Step One:
Step Two:
Step Three:
Let me know if that works for you. All the best!
All Answers
Hi Laura, yes you can create workflow rule to accomplish this. First you want to navigate to Setup => Workflow Rules => New Rule
From here you want to follow the screenshots below. You can change the Evaluation Criteria in the first image as you desire, in my example I have it set to just evaluate on create. In other words only when Leads are created will this workflow rule run.
Step One:
Step Two:
Step Three:
Let me know if that works for you. All the best!