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New field in the Lead Page Layout
Hi,
I would like to take back the "Lead Owner Role Name" or the "Assigned to Role Name" in a new field on the Lead Page Layout.
I only found "Assigned to" and " Owner ID" in the different choices for the formula, but I really need to take back the Role in this new field. I tried with these last choices but I've got about 500 "Assigned to" or "Owner ID", with the formula, that's unfaisable, SFDC is limited at 3900 charachters.
If you have a solution in order to take back directly the role of the "Assigned to" in a new field, it would be fantastic.
Many thanks in advance
Martin LEFEVRE
Intercall
Montpellier - FRANCE
Hello Martin,
Unfortunately you can't have access through a formula field to a field located on the record owner. You only have access to created by > Role > Role name, wherehas the owner is note necessarily the owner in case of reassginement (or imported leads).
You can also think about an Apex Trigger on Case Object who would do the Job.
Why exactly do you need the lead owner role name ? (maybe we could find some sort of workaround)
Hope it helps (I am French as well so we can discuss this in French if you want)