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Topics#Data ManagementGrace Hollander 的问题
Grace Hollander (Kasey Grace) 提问于 #Data Management
2021年3月20日 00:57

Create lead assignment rule with criteria based on annual revenue

Hi All, I'm trying to create lead assignment rule with criteria based on annual revenue for a web to lead from. The rating field is a picklist - Hot, Warm, Cold. Could I create a rule that would change the rating based on the annual revenue? Below is my formula but when I check the syntax it says there is an error. The rule is that if the rating is HOT it would be sent to a User in the org with an email notification. If the rating is warm or cold it would be sent to a queue.

 

IF(AnnualRevenue>=100,ISPICKVAL({!Rating},"Hot",IF(AND(AnnualRevenue>50,AnnualRevenue<100),ISPICKVAL({!Rating},"Warm"),IF(AnnualRevenue<=50,ISPICKVAL({!Rating},"Cold"),"None")))
1 个回答
  1. Manasa Udupi (Salesforce)
    2021年3月20日 03:23
    Hi Grace,

     

    You may need to break it into two parts since assignment rules are just used to assign a Lead to a User or a Queue if it meets the defined criteria.

     

    You can read more about the Assignment rules here: https://help.salesforce.com/articleView?id=sf.customize_leadrules.htm&type=5 (https://help.salesforce.com/articleView?id=sf.customize_leadrules.htm&type=5)

     

    In your scenario since you're looking to update the Rating field based on Annual Revenue I would suggest to use a Process Builder to update the Rating field.

     

    For the second part "if the rating is HOT it would be sent to a User in the org with an email notification. If the rating is warm or cold it would be sent to a queue", Lead assignment rule can be used
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