Business Rule to lock Lead Source field

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Posted on by Community Member

Hi, here is a scenario I need suggestions for:
Lots of times Salespeople will put in their own lead source when it is really coming from marketing. Thus any time Marketing enters a lead source, they want it locked for salespeople. There are 3 users in Marketing.

I want to achieve this using a Business Rule, ideally. So, when a Lead is 'Created By' one of these 3 users, the Lead Source is locked after creating and setting the Lead Source. But it needs to be able to be set by the 3 users first.
I tried a few different ways setting the business rule on Created By for the 3 users but am stuck.

Any ideas on how to achieve the above?

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TheMarkChristie 10,328 Moderator on at

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RE: Business Rule to lock Lead Source field

Hi

You would add a new field to the form called Lock Lead Source (Make it yes/no) Use the workflow to update this if it meets your team requirements and then use the Business Rule to say if it = yes then lock the field

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Karuna Karan 1,212 on at

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RE: Business Rule to lock Lead Source field

You cannot lock a field using WF directly.

Try this solution:

Create a custom field in the Lead form "Created by Marketing" and field data type should be "Two Options", default value should be 'No' and enable this field for Field Security.

Create a Field Security Profile and assign 3 marketing users the Read, Update, Create permission.

Create Biz Rule, if "Created by Marketing = Yes then lock Lead Source"

This way Sales people cannot override the Lead Source as Created by Marketing field is not accessible.

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Community Member on at

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RE: Business Rule to lock Lead Source field

Thanks for the response. How can I lock a field with a real-time workflow? There is no step that locks a field via workflow.

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TheMarkChristie 10,328 Moderator on at

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RE: Business Rule to lock Lead Source field

Hi

This is difficult to do an create as there will be no created on at the point the rules triggers

I would do this as a worflow on save

If Lead is created by "Team Name"

Lock Field "Lead Source"

This should stop anyone changing it after the fact

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