Users belonging to different roles "EU Sales" and "APAC Sales" would like to have a functionality in salesforce to automatically update " Reason" field on leads to "Not responding" when the lead status is changed to " Closed-Not Converted".
For this use case the best recommendation would be to create a field update workflow rule.
Workflow rules can be used to assign tasks to users,update fields or send emails.
Step1: Create a workflow rule on the lead object. You want the reason field to be updated when a record is created as well as edited to subsequently meet the criteria. Evaluation criteria would be created and every time its edited.
Step2: Select rule criteria to Formula evaluates to true
Formula:
AND(ISPICKVAL(Status,"Closed: Not Converted"),
OR($UserRole.Id = "000123456789jji", $UserRole.Id = "0005678786hihyi"))
When the lead status ( Picklist value) changes to Closed: Not Converted then the workflow rule should trigger and update the field. The current user changing the lead status should belong to one of the roles.
AND : Checks whether all the conditions defined in the formula are true and returns true.
(ISPICKVAL(Status,"Closed: Not Converted") : Checks whether lead Status Picklist is closed not converted.
OR($UserRole.Id = "000123456789jji", $UserRole.Id = "0005678786hihyi"))
We are using OR condition because we want the rule to check if the current user belongs to one of the defined roles.
Note: You can either use $UserRole.Id "000123456789jji" in the formula or $UserRole.Name " US Sales" both should work in the workflow rule.
Step3: Create a workflow action on the workflow rule. Specify the field value and the field to be updated.
Activate your workflow rule and you are done!
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