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If I understood correctly, this happens because the business process includes all the picklist values for the LeadStatus standard picklist. It ignores the fact that they are enabled or not. The business process metadata lists the fields as the PicklistValue type, but it does not include the isActive attribute of the values (this attribute is included on the ...


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You will need a trigger on Lead to achieve it. Whenever the owner changes, you will need to query GroupMember object to see if this user is linked to a Group. For example: // Assume you got your user ids List<GroupMember> gms = [SELECT Id, UserOrGroupId, GroupId FROM GroupMember WHERE UserOrGroupId IN :yourUserIdSet]; for (GroupMember gm: gms) { ...


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EDITED 11/08/2019 9am pst Note: Found sf bug while testing. On my assignment rule, I had to deselect the active flag, save, then select it again and save again. Once I did this and ran the update on the list of leads it worked and the UPDATE did fire the re-assignment (contrary to my prior assumption in my previous comment) ANSWER After testing your code ...


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These are called "Actions". Go to Setup > Object Manager > Lead > Page Layout > Salesforce Mobile and Lightning Experience Actions. Add/Remove whichever actions you want.


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If the goal is to not have the validation rule trigger on lead conversion, I'd add a check on the isConverted field on lead. This would only run when that field is false and a lead isn't converted. AND( ISPICKVAL(PRIORVALUE(Status),"Qualified), IsConverted = FALSE )


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