Currently I have my leads automatically assigned to a queue if they are escalated. What I want to build is a flow automation based on criteria. For example, in process builder, I've set up a rule where if a lead is in the "recycle" queue, days since last activity is greater than or equal to 45, lead sub status = "cannot contact restaurant" and days since last activity is changed = true. If these conditions are true, then owner ID = new queue. Currently this is not moving the lead from its current queue to a new queue. Any help would be appreciated                                                                                                                  

Will I lose any data if I convert a text field to a piclist?

My current validation rule allows a sales team member to convert a lead at 25% or greater. I want to allow them to convert a lead if its 14% or high if a project tag = High Priority.



Current validation rule is:



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 

)



How can I update this rule to allow for that exception?



Thanks for your help

My current rule allows a sales team member to convert a lead at 25% or greater. I want to allow them to convert a lead if its 14% or high if a project tag = High Priority.

Current validation rule is:

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 
)

Thanks for your help

Any help would be appreciated

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 
)

My current validation rule allows a sales team member to convert a lead at 25% or greater. I want to allow them to convert a lead if its 14% or high if a project tag = High Priority.



Current validation rule is:



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 

)



How can I update this rule to allow for that exception?



Thanks for your help

My current rule allows a sales team member to convert a lead at 25% or greater. I want to allow them to convert a lead if its 14% or high if a project tag = High Priority.

Current validation rule is:

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 
)

Thanks for your help

Any help would be appreciated