Set highest value for lead source to not update/change | Community
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A
Anonymous
January 28, 2015
Question

Set highest value for lead source to not update/change

  • January 28, 2015
  • 3 replies
  • 861 views
Hi! We would like to be able to set the value of a lead source and not overwrite it, as we would like to assign leads to queues in SFDC via this field. We would like the status of 'trial request' to be the high value and once that status is reached, it willl not be changed. The blocking of fields in the admin panel doesn't offer that granularity. Is there any way to do this?
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3 replies

Dory_Viscoglio
Dory_Viscoglio
Level 10
January 28, 2015
Hey Amanda, it isn't a great solution but could you have a data management campaign where if your status changes and the previous value is Trial Request, you would reset the value to Trial Request? Like I said, not ideal, but it should accomplish what you're looking for.
Josh_Hill13
Josh_Hill13
Level 10
January 28, 2015
You can say If Lead Source=Trial Request, then do nothing, if NOT, then do something else.

You can also have SFDC do something similar.
A
Anonymous
January 28, 2015
Dory - thank you! that was my original thought on how to bypass it. 

Josh - thank you! how would I set up a smart campaign to update any of the other lead source options since I have to specify a new value in the change data value box? 
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