I'm trying to create a Process that states: If the lead score was below 40 and is changed to 40 or above than update Date field & Description field.

Question

If the lead score was below 40 and is changed to 40 or above than update "Date" field & "Description" field. I know what to use for the Immediate actions but am stumped on the build formula.

Tony Trinh · Accepted Answer

Hi Chris,   Good that it's a number field. You are exactly on the right track of thinking! Just a slight tweak to < 40 on PRIORVALUE: PRIORVALUE([Lead].LeadScore) < 40 && [Lead].LeadScore >= 40

Chris B · Answer

Hey Tony,   It is a number field.   I'm thinking something like:   PRIORVALUE(LeadScore) > 40 && LeadScore >= 40   Have yet to test it. Do you think that would work or is there a better way?

I'm trying to create a Process that states: If the lead score was below 40 and is changed to 40 or above than update Date field & Description field.

Data Management

Related Learning

More Help