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Sumit Sharma 34
Don't update LeadOwner if updated through csv import
Please suggest best way to accomplish below mentioned task
1. We want that when new Lead is created then its LeadOwner is assigned with the help of RoundRobin logic.
2. If LeadOwner is updated through salesforce user interface then it should be changed.
3. But when Lead is updated through data import then its LeadOwner should not change. Even if there is LeadOwnerId in imported CSV
1. We want that when new Lead is created then its LeadOwner is assigned with the help of RoundRobin logic.
2. If LeadOwner is updated through salesforce user interface then it should be changed.
3. But when Lead is updated through data import then its LeadOwner should not change. Even if there is LeadOwnerId in imported CSV
When importing a CSV, simply do not map the owner ID field.
Create a hidden autonumber field Autonumber__c
Create a hidden formula field Hidden_Field__c:
IF( ROUND((VALUE(Autonumber__c) / 2) ,0)=(VALUE(Autonumber__c) / 2) , "Zach", "Mark")
Example Workflow Rule Field Update
Set Owner field to:
IF(Hidden_Field__c = "Zach",005d0000000aw9t,005d0000000aw9q)
(Use the User ID's of the two owners)