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Results tagged with leads
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user 7485
Lead is a standard salesforce object. A lead represents a prospect or potential Opportunity.
1
vote
1
answer
1k
views
Zip/Postal Code Validation on Lead Object
I would like to create validation on the lead object that ensures a user must enter the Zip/PostalCode in the correct sequence of characters. The Zip/PostalCode must always end with a space and three …
- 879
0
votes
0
answers
31
views
Managing Partners without the use of Communities
Allow Partners to update leads that are assigned to them through Salesforce. The Partner Communities feature in Salesforce is above our budget so we cannot purchase this feature. …
- 879
2
votes
0
answers
1k
views
Partner Community Users cannot create record - Insufficient Privileges
I have my new 'communities user' profile which I have granted access to a community partner user to Create /Edit Leads. I have also granted access to lead record types. … When I go to the Leads tab, and try and create a new lead, I get the 'insufficient privileges' error.
I have also tested with other objects and the same thing happens. …
- 879
2
votes
2
answers
4k
views
Default Lead Source (or any standard hidden field) on Web-to-Lead form
I have created a web to lead form in salesforce but I cannot seem to default standard fields such as Lead Source = 'Web'. This should be hidden from the user creating the form. I am using the below bu …
- 879
2
votes
1
answer
537
views
Prevent user returning from 'Qualified' Lead status value
Requirement: When users set lead to 'Qualified' I want validation to prevent them returning to any other status. I have tried the below but the validation kicks in when I am trying to convert because …
- 879
1
vote
1
answer
3k
views
Formula to populate date field
I have a field called Contract on the lead object. I also have a formula field called 'Contract Number' on the Lead object which should get populated with the Date that the 'Contract' field was popula …
- 879