Started today using the Process Builder to create a more intuitive workflow for our company processes within Salesforce.
Taking the example of a Lead Process that we've created:
The Lead Status changes to Unqualified when the Lead unsubscribes a Mailchimp List.
The issue is that the field only updates when I open the lead and, without making any changes, save it. I believe it as to do with the option "when a record is created or edited".
My question is: how to avoid have to open the lead and save it in order to then, show the updated filed? Is there a way to automatically change the field?
Thanks for the help.
6 answers
Alex,
It's odd that you can't see the lead object when starting from the related object, that's really the big benefit of using the process builder. Without seeing your schema, it would be hard to troubleshoot that issue.
The formula is a good idea, but unfortunetly because formula are really only displaying information, then don't create the "update" to the record you need to trigger for your workflow.
If the lead to MC object relationship is master-detail, there is another potential way to do this... You could create a roll-up summary field on the lead based on the MC object with a criteria to only count it when MC = unsubscribed. Roll-up summaries have similarities to formulas, but they do work for triggering workflows.
Then you'd build a workflow that looks for when that roll-up summary ISCHANGED() and = 1.
Phil
