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Tom Falconer
My current validation rule allows a sales team member to convert a lead at 25% or greater
My current validation rule allows a sales team member to convert a lead at 25% or greater. I want to allow them to convert a lead if its 14% or high if a project tag = High Priority.
Current validation rule is:
AND(
ISCHANGED(Lead_Sub_Status__c),
OR(
ISPICKVAL(Lead_Sub_Status__c ,"Ready for Onboarding, menu received"),
ISPICKVAL(Lead_Sub_Status__c ,"Resell Successful, ready for Onboarding")),
NOT(Or($UserRole.Name = "Team Lead",$UserRole.Name = "Data Team")),
ISPICKVAL(Status,"DocuSign Complete"),
Profit_Share__c < 0.25
)
How can I update this rule to allow for that exception?
Thanks for your help
Current validation rule is:
AND(
ISCHANGED(Lead_Sub_Status__c),
OR(
ISPICKVAL(Lead_Sub_Status__c ,"Ready for Onboarding, menu received"),
ISPICKVAL(Lead_Sub_Status__c ,"Resell Successful, ready for Onboarding")),
NOT(Or($UserRole.Name = "Team Lead",$UserRole.Name = "Data Team")),
ISPICKVAL(Status,"DocuSign Complete"),
Profit_Share__c < 0.25
)
How can I update this rule to allow for that exception?
Thanks for your help
Please try like below and let me know if it works.
AND(
ISCHANGED(Lead_Sub_Status__c),
OR(
ISPICKVAL(Lead_Sub_Status__c ,"Ready for Onboarding, menu received"),
ISPICKVAL(Lead_Sub_Status__c ,"Resell Successful, ready for Onboarding")),
NOT(Or($UserRole.Name = "Team Lead",$UserRole.Name = "Data Team")),
ISPICKVAL(Status,"DocuSign Complete"),
Profit_Share__c < 0.14, NOT(ISPICKVAL(Project_tag__c,"High Priority"))
)
Thanks,
Sarav
Sweet Potato Tec
AND(
ISCHANGED(Lead_Sub_Status__c),
OR(
ISPICKVAL(Lead_Sub_Status__c ,"Ready for Onboarding, menu received"),
ISPICKVAL(Lead_Sub_Status__c ,"Resell Successful, ready for Onboarding")),
NOT(Or($UserRole.Name = "Team Lead",$UserRole.Name = "Data Team")),
ISPICKVAL(Status,"DocuSign Complete"),
Profit_Share__c <= 0.14, NOT(ISPICKVAL(Project_tag__c,"High Priority"))
)
Thanks,
Sarav
Sweet Potato Tec
I want the minimum to be 25%, unless project tag = High Priority. Then they are allowed to convert at a lower %
Sorry, Let me clear myslef this time.Your sales team member should convert a lead if it's 14% or higher and if Project Tag="High Priority". Is that correct?
If it's less that 14% and Project tag not equals to High Priority is should display error.
Thanks,
Sarav
Sweet Potato Tec
Sorry, Yes I thought the % should allow only 14%.
AND(
ISCHANGED(Lead_Sub_Status__c), Profit_Share__c < 0.14, ISPICKVAL(Project_tag__c,"High Priority")
OR(
ISPICKVAL(Lead_Sub_Status__c ,"Ready for Onboarding, menu received"),
ISPICKVAL(Lead_Sub_Status__c ,"Resell Successful, ready for Onboarding")),
NOT(Or($UserRole.Name = "Team Lead",$UserRole.Name = "Data Team")),
ISPICKVAL(Status,"DocuSign Complete"),
(Profit_Share__c > 0.14 && Profit_Share__c < 0.25)
)
Thanks,
Sarav
Sweet Potato Tec
if project tag is not equals high priority it should be greater than 25% and team memebr can convert.
Correct ?
Try below and let me know.
AND(
ISCHANGED(Lead_Sub_Status__c),
OR(
ISPICKVAL(Lead_Sub_Status__c ,"Ready for Onboarding, menu received"),
ISPICKVAL(Lead_Sub_Status__c ,"Resell Successful, ready for Onboarding")),
NOT(Or($UserRole.Name = "Team Lead",$UserRole.Name = "Data Team")),
ISPICKVAL(Status,"DocuSign Complete"),
(Profit_Share__c < 0.25 && NOT(ISPICKVAL(Project_tag__c="High Priority)),
Profit_Share__c < 0.14 && ISPICKVAL(Project_tag__c="High Priority)
)
Thanks,
Sarav
Sweet Potato Tec
AND(
ISCHANGED(Lead_Sub_Status__c),
OR(
ISPICKVAL(Lead_Sub_Status__c ,"Ready for Onboarding, menu received"),
ISPICKVAL(Lead_Sub_Status__c ,"Resell Successful, ready for Onboarding")),
NOT(Or($UserRole.Name = "Team Lead",$UserRole.Name = "Data Team")),
ISPICKVAL(Status,"DocuSign Complete"),
(Profit_Share__c < 0.25 && NOT(ISPICKVAL(Project_tag__c,"High Priority)),
Profit_Share__c < 0.14 && ISPICKVAL(Project_tag__c,"High Priority)
)
Can you please let me know if this is worked ?