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chuckdubdubchuckdubdub 

Cloning lead records, can I trigger Workflow rules *not* to run?

We've got a batch of workflow rules that assign leads to various inside sales personnel based upon a round robin formula.  Works pretty well.  However when a user clones a lead record, the workflow rules still run and will tend to reassign the cloned lead.  Is there an established practice of how to the cloning process to ignore workflow rules?  One thought I had is to use a flag (checkbox) field and have the workflow rules look for a set flag.  Would this do the trick? Other ideas?

 

Thanks,

 

Chuck

Best Answer chosen by Admin (Salesforce Developers) 
b-Forceb-Force

you can go with setting flag idea,

and use same flag in assignment rule to prevent assignment

 

Thanks,

Bala

All Answers

b-Forceb-Force

you can go with setting flag idea,

and use same flag in assignment rule to prevent assignment

 

Thanks,

Bala

This was selected as the best answer
chuckdubdubchuckdubdub

I think that works, thanks -- one related question, is there a way to set the ORDER in which the workflow rules fire?  I've got some that would be good to have run before others.
b-Forceb-Force

Are you thinking about workflow rules ORDER .... thgen answer is NO

 

Thanks,

Bala