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Topics#Sales And MarketingJuliane Santos의 질문
Juliane Santos 님이 #Sales And Marketing에 질문했습니다
2014년 4월 23일 오후 7:22

how do I populate geo into lead records

Does anybody out there have a formula or ingenious (free) way to get GEO populated into the lead record? I want to sort leads by GEO but don't want to manually enter them into each lead record. I was hoping a formula could do it...

 

I was toying with case formulas or IF formulas but I'm thinking there's a better way..or at least i hope there is! 
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  1. Amitkumar Bangad (Crowdstrike Inc)
    2014년 4월 25일 오후 5:44
    Hi Juliane, 

     

     

     

    there are multiple ways to handle this, depends on  your decision on flexibility/maintainence :

     

    1. Create a GEO formula field, return type text and mention the mapping in in a big CASE formula.

     

    https://help.salesforce.com/htviewhelpdoc?id=customize_functions_a_h.htm&siteLang=en_US#.CASE

     

    CASE(Country,

     

    "US", "Americas",

     

    "South America", "Americas",......

     

    "Global")

     

    (High Maintainence , 5000 charater limit of formula field expression, good to handle 70-80 countries mapping)

     

    2. Create a custom setting and mention mapping over there. Write an apex trigger to populate the GEO from custom setting to a Geo field on Lead. Fairly simple trigger. (Leass MAintanence,fairly simple trigger)

     

    thanks,

     

    Amit
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