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hermitagehermitage 

validation rule

HI,

 

I want to write a validation rule. The scenario is  lead status must be changed from open with in 48 hours and if not the refferal will loose his visibility. How can i do this?

Best Answer chosen by Admin (Salesforce Developers) 
levi6dblevi6db

You could create a workflow:

 

1. Create workflow on the Lead object.

2. Name the workflow

3. Entry criteria - Lead Status = Open

4. Select Time Based Workflow

5. Set to 48 hours after rule trigger date

6. Add workflow action - Field Update

7. Select the Owner field

8. Change the owner to someone else (sys admin or manager)

9. Add workflow action - Send email

10. Create the email and have it alert the manager and owner that they lead has been removed

11.Activate workflow

12. Create a test lead to try it out.

 

Try that.

All Answers

SteveMo__cSteveMo__c

If you are on EE or UE you might be able to do something like that using a Workflow Rule with a Field Update

levi6dblevi6db

You could create a workflow:

 

1. Create workflow on the Lead object.

2. Name the workflow

3. Entry criteria - Lead Status = Open

4. Select Time Based Workflow

5. Set to 48 hours after rule trigger date

6. Add workflow action - Field Update

7. Select the Owner field

8. Change the owner to someone else (sys admin or manager)

9. Add workflow action - Send email

10. Create the email and have it alert the manager and owner that they lead has been removed

11.Activate workflow

12. Create a test lead to try it out.

 

Try that.

This was selected as the best answer
SteveMo__cSteveMo__c

Are you all set now, or do you still need help with anything?

hermitagehermitage

yes..i got the solution. thanks for the replies.:smileyhappy:

SteveMo__cSteveMo__c

you should mark @  post as the Solution then