When a lead has activity and the lead status is new, that it prompts the user to change to lead status to open.

  • Is there a reason you want to prompt the user rather than just set the value automatically?
    – Girbot
    Nov 19, 2014 at 16:34
  • We have sales users that make calls and email activities on leads, but they don't reset the lead status to 'open'. I don't think we would want it automatic because they may reach a point where they want the status to reflect another level such as nurture.
    – Miklr
    Nov 19, 2014 at 18:06
  • The outline of one solution is to create a small VF page that conditionally renders an apex:pageMessage when {!Lead.tasks.size} is not null and {!Lead.status = 'New'}. Add the VF page into the standard page layout. To test the size of the list for non null without using a controller extension, see LaceySnr: laceysnr.com/2013/02/…
    – cropredy
    Nov 20, 2014 at 5:46
  • @Crop, I had an idea similar to yours using a validation rule on Activities for Leads. The syntax may not be exactly correct, but something along the lines of AND (IF($ObjectType.Leads.Fields.Status = "new", )). If it evaluates to true, an error message would be presented telling the user to update the Status of the Lead. It seems this needs to act on Activities/Tasks as opposed to Leads when it's "triggered".
    – crmprogdev
    Nov 20, 2014 at 6:26
  • My original (now discarded) idea was a soft alert on Lead using a formula field - if (ispickval(status,'new') && NOT(ISBLANK(lastActivityDate)),'Pls change lead status to "open",null) - but LastActivityDate is set only on closed activities so the formula will miss open activities
    – cropredy
    Nov 20, 2014 at 14:42


You must log in to answer this question.

Browse other questions tagged .