I have a marketing automation system in charge of distributing leads, and changing their respective statuses based on specific parameters. I would like to put a rule in place that would prevent it from changing the lead status from "sales qualified" back to "inbound".
-
2Have you tried validation rule?– Santanu BoralCommented Jan 11, 2017 at 14:34
-
@SantanuBoral I tried a basic validation rule to prevent the profile from changing the status to sales qualified, but have not been able to the if-then code. Any help with that formula would be great.– Brandon LangCommented Jan 11, 2017 at 14:40
-
1Please take the time to visit the Help center and read How do I ask a good question. If you post what you've written so far for the validation rule and where you're stuck, the more likely it is that someone will respond to your question with an answer you'll find helpful. Posting requests to write code for you generally get closed. You can edit your question using the link at the bottom left of your post at any time.– crmprogdevCommented Jan 11, 2017 at 14:46
-
Can you try my ans below and let me know if it works for you– Santanu BoralCommented Jan 11, 2017 at 18:48
Add a comment
|
1 Answer
This rule will help you to throw the error "Cannot change Lead Status from Sales Qualified to Inbound"
AND(
NOT(ISNEW()),
ISCHANGED(Status),
ISPICKVAL(PRIORVALUE(Status),"Sales Qualified"),
ISPICKVAL(Status, "Inbound")
)
Note: I have not put any profile restriction in this rule. If you want that other than "System Admin" that rule will fire then change like this:
AND(
NOT(ISNEW()),
ISCHANGED(Status),
ISPICKVAL(PRIORVALUE(Status),"Sales Qualified"),
ISPICKVAL(Status, "Inbound"),
$Profile.Name<>"System Administrator"
)
For more information, refer Formula Operators and Functions
answered Jan 11, 2017 at 15:34
-
this worked perfectly. Thanks for the assist, much appreciated Commented Jan 17, 2017 at 18:31
-