This is the basic logic I’d need in order of priority:
1. IF Opportunity.Type = “Upsell” or “Partner Upsell”, THEN Origin.Type = UPSELL
2. IF Opportunity.Type.Detail = “Direct SCP Referral”, OR IF Account.Type = “Strategic Consulting Partner”, THEN Origin.Type = “SCP/CHANNEL”
3. IF Opportunity.Lead.Source = “Sales Generated”, THEN “Origin.Type = SALES GENERATED
4. IF Account.SDR =! Null, THEN Origin.Type = “SDR BOOKED”
5. IF none of the above, THEN Origin.Type = “MARKETING”
All of the IF fields noted above are in the Opportunity object, except Account.Type, and are pick list values, except the Account.SDR field which is a lookup. In this scenario, Upsell could overwrite any value below it, SCP could overwrite any value except Upsell, etc.
I am absolutely open to ditching the picklist field and workflows in favor of something more streamlined, I am just not sure how to go about all this. Any ideas?
8 respuestas
You don't really need to control the priority/order of these, you just need to expand the logic of each one to not fire if the criteria in the workflows above it are true
Example #2 would be:
IF Opportunity.Type.Detail = “Direct SCP Referral” OR IF Account.Type = “Strategic Consulting Partner”,
AND NOT(Opportunity.Type = “Upsell” or “Partner Upsell”)
THEN Origin.Type = “SCP/CHANNEL”
The easiest way might be to make 4 checkbox formulas that return true for #1-4.
Workflow 1 would fire when Formula 1 = true
Workflow 2 would fire when Formula 2 = true and Formula 1 = false
...
Workflow 5 would fire when Formula 1, 2, 3 and 4 = false.
