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Phil WitzmannPhil Witzmann 

Change Stage according to Next Stage Change Date

Hi everyone,

Could you please help me doing a trigger where I change the Lead Stage according to a Next Stage Change Date?

So basically, what I want is:

Next Stage Change: 02/12/2015

Current Lead Stage: No Answer (1)

Next Lead Stage: No Answer (2)

Does Salesforce do the trigger automatically?

I want the lead stage to change automatically without doing any update on the lead.


Becka DBecka D
Hi Phil!

Just to confirm what you are trying to do - do you want to change the Lead Stage from one value to the next value when that date occurs? Meaning, if the date was 12/4/2015, you would want the Lead Stage to change from one value to the next on this upcoming Friday? If so, that could all be done with a time-based workflow.
Phil WitzmannPhil Witzmann
Hello Becka!

Thanks for your prompt answer.

Really? That's perfect. I've tried to do with a workflow but it wasn't working.

I was using this formula:
IF( Now()> Next_Stage_Change__c , ISPICKVAL(Lead_Stage__c, "No Answer (2)") , ISPICKVAL(Lead_Stage__c, "No Answer (1)"))
What do I have to change or improve so lead moves to another stage without updating any field?

Thank you