Trailhead Superbadge Series: Process Automation Specialist – Automate Leads

Trailhead Superbadge Series: Process Automation Specialist Part 1

Link to Trailhead: https://trailhead.salesforce.com/en/superbadges/superbadge_process_automation

Process Automation Specialist: Automate Leads

  1. Validation Rule:
  •  All leads have the standard 2-character US state abbreviation in the State/Province field.
  • All leads have either US, USA, United States, or nothing in the Country field.

2. Lead Assignment:

  • Rainbow sales team should be handling all the leads that come from the web.
  • All leads of type Purchased List and Partner to Assembly System team.

1. Validation Rule:

OR( AND(LEN(State) > 2, NOT(CONTAINS(“AL:AK:AZ:AR:CA:CO:CT:DE:DC:FL:GA:HI:ID:IL:IN:IA:KS:KY:LA:ME:MD:MA:MI:MN:MS:MO:MT:NE:NV:NH:NJ:NM:NY:NC:ND:OH:OK:OR:PA:RI:SC:SD:TN:TX:UT:VT:VA:WA:WV:WI:WY”, State )) ) , NOT(OR( Country =”US”,Country =”USA”,Country =”United States”, ISBLANK(Country ) ))

2. Leads Assignment

Create a New Lead Assignment Rule –  From Setup -> Lead assignment

Next Edit the Rule, one will be for Condition where Lead Source EQUAL Web.

The other is where Lead Source NOT EQUAL Web.

Validate Result

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