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Topics#Data ManagementDomanda di Brent Downey
Brent Downey (Pushpay) ha fatto una domanda in #Data Management
20 mar 2014, 21:35

Update Lead Status field based on Lead Owner field change

Leads come into Inside Sales and are then distributed to the Sales team. We would like the Lead Status field to update from New to Contact Attempted when the Inside Sales rep transfers the lead to someone in Sales.

 

The only way that I know this is an Inside Sales rep is via the ProfileID. How would I write a workflow formula that will update the field when the Owner field updates and prior ProfileID was the Inside Sales profile?
6 risposte
  1. Steve Molis (You Owe Me a Beer, Inc.)
    20 mar 2014, 22:38
    Okay, I just tried on my Dev SFDC org and PRIORVALUE can't access the Owner:User.ProfileName.  

     

    But this one did work: 

     

    AND(
    ISCHANGED( OwnerId ),
     $Profile.Name = "Inside Sales")
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