CRM On Demand - Administration (MOSC)

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Territory workfow

edited Aug 25, 2011 11:50AM in CRM On Demand - Administration (MOSC) 3 commentsAnswered
Hi,

Since most people at our company do not edit the account page after converting a lead, I want to create a workflow which triggers when a new record is saved that will update the field territory according to countries.

So if country is equal to A, B C or D then territory 1 is assigned, if country is equal to E, F, G, H, I , J, K then territory 2, all other remaining countries will be assigned to territory 4.

 

What expression would i use for the countries though? If then? Iif() ? Field value = a OR b OR c?

The country field is an indexed picklist field in our crm.

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