Sign Up ›

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
javierjiesjavierjies 

Task / Lead Control

Hello everyone!

 

We would like to do something a little special with SF! If one member of our sales team changes the Lead's status Contacted by Phone, we won't let him make the change if he didn't create a task (phone call) with this lead before.

 

Is there any way to control that?

 

 

Thanks in advance!!

jkucerajkucera

Yes - you can use a lead trigger containing the method AddError() to fail saving a lead if your conditions aren't met.

 

I can help w/ the syntax if you like.