Ideas for a workflow rule.

Question

I'm trying to solve the following problem - every time a new contact is created or updated I need to do the following - Update two different territory fields (custom fields) which are being used by two different business groups. One is strictly driven by a mailing state (case 1) and the other one is a combination of an account name (I'll be using contains function) and a mailing state (case 2). Originally I was using a workflow rule which had pretty ugly case statement, but that was only for used for case 2. Now I need to combine them into one rule and from a syntax and maintainability stand point it'll be a complex task. What are the best practices of having something like get accomplished?

Jeff May · Accepted Answer

You can use the Advanced formula Editor tab to help you build your formula. It could end up something like this:

IF(CONTAINS("CA:WA:OR", MailingState), 'West Coverage',

IF(CONTAINS("FL:GA:AL", MailingState), 'East Coverage',

'Others')

)

Jeff May · Answer

If the rule about when the Field Updates should be done are the same, then use 1 Workflow Rule.  If the rules are different, make your Admin life easy and use 2 different Workflow Rules.  This will be much easier to maintain.

Ideas for a workflow rule.

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