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Timo23Timo23 

Lead Scoring Field

I am trying to set up a field (Lead Score) which gives my leads a numerical vlaue based on a couple  fields: Lead status & Rating...for instance if Lead status= "Nego. Contract Sent" and the Rating field = "Hot"...then this prospect would have a rating of 20 because "Nego. Contract Sent" has a value of 10 and the "Hot" rating also has a value of 10 giving them a rating of 20. If the Lead status="Information Flyer Sent" and the rating is still "Hot" they would have a value of 17 (10 for Hot and 7 for "information flyer"

 

I started to setup a workflow rule which said if "Rule Criteria Lead: Rating equals Warm,INTERESTED NOW,Cold,Hot" but then got stumped on the Workflow Action which I think would need to be a field update...

 

This is bascially what I am trying to do and I am definitely open to other options if somebody has a better way of doing this. This seems to logically make sense to me but you guys may have more experience and think of something else. Your help is appreciated!

Best Answer chosen by Admin (Salesforce Developers) 
EtienneCoutantEtienneCoutant

Hi,

 

I am not sure you want to use a Workflow for that. In that case I would rather use Formula fields on Lead.

You can then your formula fields as follows:

 

1. Status Score:

 

IF( ISPICKVAL( Status , "Nego. Contract Sent") , 10 , IF(ISPICKVAL(Status, "Other"), 5 , 0))

2. Rating Score

 

 

IF( ISPICKVAL( Rating , "Hot") , 10 , IF(ISPICKVAL(Rating, "Medium"), 6 , IF(ISPICKVAL(Rating, "Cold"), 3 , 0)))

3. Lead Score

 

 

Status_Score__c + Rating_Score__c

 

 

 

 

 

All Answers

EtienneCoutantEtienneCoutant

Hi,

 

I am not sure you want to use a Workflow for that. In that case I would rather use Formula fields on Lead.

You can then your formula fields as follows:

 

1. Status Score:

 

IF( ISPICKVAL( Status , "Nego. Contract Sent") , 10 , IF(ISPICKVAL(Status, "Other"), 5 , 0))

2. Rating Score

 

 

IF( ISPICKVAL( Rating , "Hot") , 10 , IF(ISPICKVAL(Rating, "Medium"), 6 , IF(ISPICKVAL(Rating, "Cold"), 3 , 0)))

3. Lead Score

 

 

Status_Score__c + Rating_Score__c

 

 

 

 

 

This was selected as the best answer
jkucerajkucera

I built a free app just for this purpose that scales a lot better than formula fields:

http://sites.force.com/appexchange/listingDetail?listingId=a0N300000024tT3EAI

 

You can create rules with point & click criteria that you can update a lot easier than going into setup and changing formula's for lead score's. 
markusbleichnermarkusbleichner

Hi,

 I came across this topic and installed and it looks great. Currently the formula just give me 0  = in the Lead score field. Any tipps for getting closer to the working solution?

 

2 more questions:

Are contacts alsosupported?

Would it be possible to include fields like campaign name also in the filter?


Many thanks

Markus

 

 
jkucerajkucera

Hi Mark - the score updates happen asynchronously, so I'd try these things first to see if they resolve the issue:

1) Edit a record, save, and then hit "refresh" or F5 - did a score populate?

2) Check that the rule is active

3) Check that the lead / campaign member meets the criteria of the rule

4) If those don't work, deactivate all but 1 rule, and try to edit the lead to see if that rule works

5) Confirm no triggers or validation rules are failing the update of the lead

 

Contact scoring is not supported, but fields such as Campaign Name can be filtered upon for Campaign Member rules.