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Topics#Data ManagementKellie Knudtson's Question
Kellie Knudtson asked in #Data Management
Jun 26, 2013, 12:28 AM

Users not entering Required fields correctly

So, we are struggling to encourage our salespeople to enter a Promo code on the Leads form. We have tried to make it required, but they enter things (like made up numbers) just to get out of it. It's creating a problem for us being able to track our campaigns successfully. Any ideas on how to get our people to properly fill out this field correctly? 

 

ps.

 

Not sure if a picklist is going to be an option.....
6 answers
  1. Steve Molis (You Owe Me a Beer, Inc.)
    Jun 26, 2013, 1:02 AM
    I would think about using Campaigns, or maybe create a Custom "PromoCode" object  and maybe lock down who can create new Promo Code records to Admin and/or Marketing.  Then create a (required) custom field on the Lead object and select 

     

    Datatype = Lookup 

     

    Object = PromoCode

     

    Another option would be a Validation Rule that uses a REGEX funtion but they can be kinda tricky
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