Apex Code Development You need to sign in to do that
Don't have an account?
Tom Falconer How to edit this rule to allow for a specific condition to be allowed
The rule currently doesn't allow specific users to convert a lead if it is under 25% profit. I want to modify if to allow a lead to be converted if its down to 11% profit if a custom picklist value is selected and a custom text box = a specifc text.
Current validation rule:
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
)
Current validation rule:
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
)
OR (
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
) ,
AND (
Profit_Share__c < 0.11,
TEXT( custom_picklist_value__c ) = "value1",
a_custom_text_box__c = "a specifc text1"
)
)
ISPICKVAL(Status,"DocuSign Complete") is equivalent to TEXT(Status) = "DocuSign Complete"