Trailhead Superbadge Series: Process Automation Specialist Part 1
Process Automation Specialist: Automate Leads
- 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.