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Yashar SGJYashar SGJ 

Formula field for Account Rating

Hello, 
I have a custom field namely Score and I want to display the standard 'Rating' which can be found in Accounts with the picklist (hot,warm,cold) based on this custom score field (Number field) in a formula field. I have problems coming up with right formula, just for example:

IF( Score__c>=2.5,hot,cold), so when the score is above 2.5 the Rating is shown as hot.

Is there a way of putting that with the Rating picklist into a formula to receive one these Ratings (hot,warm or cold) for an Account?
Or should I maybe consider doing this with a Validation Rule?

Thanks in advance :)
Best Answer chosen by Yashar SGJ
veda Hebbarveda Hebbar
Hi Yashr,

You can achive this using process builder:

User-added image

Please let me know if you need more information.

Thanks,
Vedashri

All Answers

nagendra 6989nagendra 6989
HI Yashar SGJ,

As you wanted to update the rating field(standard) based on a custom field(score__c) technically it is not possible because formula field cannot update any pick list fields.Better you go for workflow rule(field update) and achieve the criteria.

Note: Validation rule helps only to validate the data,but in order to update the field it will not help you in achieving the requirement criteria.

Thanks & Regards,
Nagendra.P
9848950830
veda Hebbarveda Hebbar
Hi Yashr,

You can achive this using process builder:

User-added image

Please let me know if you need more information.

Thanks,
Vedashri
This was selected as the best answer