I need your assistance asap. I am trying to write a workflow rule (or trigger, or process flow,etc.).
I need a workflow that recognizes a change in a field on a Customer Account record and depending on the change, updates the account type to Prospect.
The scenario is this:
1.) There is a nightly batch job that runs and feeds 3 fields on the account record with a number. There is also a formula field that sums these 3 fields called Total Fleet#. This field is the one I will be using for this scenario. 2.) Before the batch job runs, there is another job that zeroes out the fields. So the Fleet Total# before job = 7, Fleet Total# after job = 0. 3.) The next batch job then fills in the values again. 4.) If the new values equal 0 after the batch job and had a non-zero value originally, we need the workflow to update the account type to Prospect.
So basically, when the fleet total field is 0, the account is a prospect.
The problem is that all of the accounts will turn to 0 because of the first batch job. So I need a way to flag these accounts and have the workflow kicks in AFTER the second batch job.
I hope you can follow this! If not, let me know and I will try to explain in another way.
Thanks so much for your help!