You need to sign in to do that
Don't have an account?
Cody Bustamante 9
Need a formula that updates a field when someone moves from one lead status to the next...
When a lead moves from one status "Open" to "Marketing-Qualified" I want a rule to auto-populate "MQL Last Activity" and "MQL Last Activity Campaign" fields based on whatever their last activity and last activity campaign was.
The status we have are:
Open
MQL
SIL
Law Firm Nurturing
SAL
SQL
Opportunity
But the only fields I need to be updated are
MQL
SAL
SQL
Opportunity
One thing I also need to ensure happens is if someone skips a status (i.e. MQL straight to SQL) that the current last activity is also updated for SAL. I need this for every combination that can happen when a status is skipped.
How might I do this? I was told to use Visual Workflow, but I have only completed the Trailhead and that's as much as I know, can someone help me figure this one out?
The status we have are:
Open
MQL
SIL
Law Firm Nurturing
SAL
SQL
Opportunity
But the only fields I need to be updated are
MQL
SAL
SQL
Opportunity
One thing I also need to ensure happens is if someone skips a status (i.e. MQL straight to SQL) that the current last activity is also updated for SAL. I need this for every combination that can happen when a status is skipped.
How might I do this? I was told to use Visual Workflow, but I have only completed the Trailhead and that's as much as I know, can someone help me figure this one out?
Based on our discussion, your requirements were following:
Hope the below screenshot of flow works for you:
Following were the steps followed for Flow:
The Process Builder in this case, needs to be very precise about conditions, because you have other Lead Status values which we don't want to track. Following are the steps to reflect in your Process Builder:
Hope this works for you.
Cheers!!
Gaurav
All Answers
You won't be able to do that with a formula. Process Builder also won't work because you can't iterate over a series of child records and determine what data to roll back up to the parent. You could do this with Flow if you are familiar with Flow or you could work with a developer to build this functionality. If you go the dev route make sure they build you some kind of UI so you can modify the logic going forward as needed.
Thanks,
Nagendra
I believe your solution might require some work and would be extensive, could you connect with me over my email viz gaurav.handoo@gmail.com, so that I can guide you better.
Cheers!!
Gaurav
Based on our discussion, your requirements were following:
Hope the below screenshot of flow works for you:
Following were the steps followed for Flow:
The Process Builder in this case, needs to be very precise about conditions, because you have other Lead Status values which we don't want to track. Following are the steps to reflect in your Process Builder:
Hope this works for you.
Cheers!!
Gaurav