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Ruben Smith 2Ruben Smith 2 

Custom Field to capture "Sales Area" based on Account ZIP

Hey dev com...

Looking for the best solution to populate a field based on the Account State/ZIP.
Maybe a formula field with a CASE statement? Maybe a workflow? Process Builder?

For example;   If Account Billing State = MI and Account Billing PostalCode starts with 465 or 466 or 467 or 434, then label the field "Great  Lakes" sales area.

Thoughts?
 
William TranWilliam Tran
If you have all these rules, then a formula is a possibility -  all formula has limitations such as 5000 chars so if that is not a problem then you are good.  Otherwise, workflow, process builder, etc are good alternatives based on your requirements and whether one or another have restrictions.

Thx