backup0122

binxie

2024-01-22 102afa21c115e8c8b9333a326c3d1af08fe76faf

 force-app/main/default/workflows/Lead.workflow-meta.xml

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<?xml version="1.0" encoding="UTF-8"?>
<Workflow xmlns="http://soap.sforce.com/2006/04/metadata">
    <alerts>
        <fullName>SendMailToLeadOwner</fullName>
        <description>购买意向自动分配邮件</description>
        <protected>false</protected>
        <recipients>
            <type>owner</type>
        </recipients>
        <senderAddress>lu_liu@olympus.com.cn</senderAddress>
        <senderType>OrgWideEmailAddress</senderType>
        <template>Lead/SendMailToLeadOwner</template>
    </alerts>
    <fieldUpdates>
        <fullName>Account_Salesdepartment</fullName>
        <description>リードの「診療科-本部」を更新</description>
        <field>Account_Salesdepartment__c</field>
        <formula>IF(Hospital_Name__r.RecordTypeId = &apos;01210000000QemG&apos;, 
  Hospital_Name__r.Salesdepartment_HP__c,
IF(Hospital_Name__r.Parent.RecordTypeId = &apos;01210000000QemG&apos;,
  Hospital_Name__r.Parent.Salesdepartment_HP__c,
  Hospital_Name__r.Parent.Parent.Salesdepartment_HP__c
))</formula>
        <name>リードの「診療科-本部」設定</name>
        <notifyAssignee>false</notifyAssignee>
        <operation>Formula</operation>
        <protected>false</protected>
        <reevaluateOnChange>false</reevaluateOnChange>
    </fieldUpdates>
    <fieldUpdates>
        <fullName>Assign_to_LeadSource</fullName>
        <description>课题：SWAG-C4H99E</description>
        <field>LeadSource</field>
        <literalValue>学会会议</literalValue>
        <name>来源取值</name>
        <notifyAssignee>false</notifyAssignee>
        <operation>Literal</operation>
        <protected>false</protected>
        <reevaluateOnChange>false</reevaluateOnChange>
    </fieldUpdates>
    <fieldUpdates>
        <fullName>Lead_Company_Set_DeptName</fullName>
        <field>Company</field>
        <formula>Hospital_Name__r.Name</formula>
        <name>潜在客户公司 = 科室名</name>
        <notifyAssignee>false</notifyAssignee>
        <operation>Formula</operation>
        <protected>false</protected>
        <reevaluateOnChange>false</reevaluateOnChange>
    </fieldUpdates>
    <fieldUpdates>
        <fullName>Lead_NoCreat</fullName>
        <field>Lead_No__c</field>
        <formula>&apos;IN&apos; + &apos;-&apos; + Account_Province__c + &quot;-&quot; + Lead_NoDate__c + Lead_Num__c</formula>
        <name>意向编码作成</name>
        <notifyAssignee>false</notifyAssignee>
        <operation>Formula</operation>
        <protected>false</protected>
        <reevaluateOnChange>false</reevaluateOnChange>
    </fieldUpdates>
    <fieldUpdates>
        <fullName>OSCM_Province_cus</fullName>
        <field>OCM_man_province_cus_txt__c</field>
        <formula>OCM_man_province_cus__c</formula>
        <name>OSCM管理省(客户)更新</name>
        <notifyAssignee>false</notifyAssignee>
        <operation>Formula</operation>
        <protected>false</protected>
        <reevaluateOnChange>false</reevaluateOnChange>
    </fieldUpdates>
    <fieldUpdates>
        <fullName>Owner_Dep_Update</fullName>
        <field>Owner_Dep_txt__c</field>
        <formula>Owner_Dep__c</formula>
        <name>销售本部(所有人)文本更新</name>
        <notifyAssignee>false</notifyAssignee>
        <operation>Formula</operation>
        <protected>false</protected>
        <reevaluateOnChange>false</reevaluateOnChange>
    </fieldUpdates>
    <fieldUpdates>
        <fullName>RecordLeadCreatorJobCategory</fullName>
        <field>JobCategoryOfCreator__c</field>
        <formula>TEXT($User.Job_Category__c)</formula>
        <name>记录意向创建人职种</name>
        <notifyAssignee>false</notifyAssignee>
        <operation>Formula</operation>
        <protected>false</protected>
        <reevaluateOnChange>false</reevaluateOnChange>
    </fieldUpdates>
    <fieldUpdates>
        <fullName>Seting_Account_for_search</fullName>
        <field>Account_for_search__c</field>
        <formula>Hospital_Name__r.Name</formula>
        <name>设定-客户名（检索用）</name>
        <notifyAssignee>false</notifyAssignee>
        <operation>Formula</operation>
        <protected>false</protected>
        <reevaluateOnChange>false</reevaluateOnChange>
    </fieldUpdates>
    <fieldUpdates>
        <fullName>UpdateMethod1</fullName>
        <field>Sales_Method__c</field>
        <literalValue>政府招标</literalValue>
        <name>UpdateMethod1</name>
        <notifyAssignee>false</notifyAssignee>
        <operation>Literal</operation>
        <protected>false</protected>
        <reevaluateOnChange>false</reevaluateOnChange>
    </fieldUpdates>
    <fieldUpdates>
        <fullName>Update_Company</fullName>
        <field>Company</field>
        <formula>Hospital_Name__r.Name</formula>
        <name>更新客户名(手动)</name>
        <notifyAssignee>false</notifyAssignee>
        <operation>Formula</operation>
        <protected>false</protected>
        <reevaluateOnChange>false</reevaluateOnChange>
    </fieldUpdates>
    <fieldUpdates>
        <fullName>Update_Contact_FN</fullName>
        <field>FirstName</field>
        <formula>Contact_Name__r.FirstName</formula>
        <name>更新名</name>
        <notifyAssignee>false</notifyAssignee>
        <operation>Formula</operation>
        <protected>false</protected>
        <reevaluateOnChange>false</reevaluateOnChange>
    </fieldUpdates>
    <fieldUpdates>
        <fullName>Update_Contact_LN</fullName>
        <field>LastName</field>
        <formula>Contact_Name__r.LastName</formula>
        <name>更新姓</name>
        <notifyAssignee>false</notifyAssignee>
        <operation>Formula</operation>
        <protected>false</protected>
        <reevaluateOnChange>false</reevaluateOnChange>
    </fieldUpdates>
    <fieldUpdates>
        <fullName>Update_Leads_Account_State</fullName>
        <field>Account_State__c</field>
        <formula>IF(Hospital_Name__r.RecordTypeId = &apos;01210000000QemG&apos;, 
  Hospital_Name__r.State_Master__r.Name,  
IF(Hospital_Name__r.Parent.RecordTypeId = &apos;01210000000QemG&apos;,
  Hospital_Name__r.Parent.State_Master__r.Name,
  Hospital_Name__r.Parent.Parent.State_Master__r.Name
))</formula>
        <name>リードの「診療科-省」を更新</name>
        <notifyAssignee>false</notifyAssignee>
        <operation>Formula</operation>
        <protected>false</protected>
        <reevaluateOnChange>false</reevaluateOnChange>
    </fieldUpdates>
    <fieldUpdates>
        <fullName>Update_Leads_Job_Category</fullName>
        <field>Creator_Job_Category__c</field>
        <formula>text( Owner:User.Job_Category__c)</formula>
        <name>リードの「作成者-職種」を更新</name>
        <notifyAssignee>false</notifyAssignee>
        <operation>Formula</operation>
        <protected>false</protected>
        <reevaluateOnChange>false</reevaluateOnChange>
    </fieldUpdates>
    <fieldUpdates>
        <fullName>autoset_lead_forecasted</fullName>
        <field>Close_Forecasted_Date__c</field>
        <formula>CreatedDate + 75</formula>
        <name>意向设置预测签约日</name>
        <notifyAssignee>false</notifyAssignee>
        <operation>Formula</operation>
        <protected>false</protected>
        <reevaluateOnChange>false</reevaluateOnChange>
    </fieldUpdates>
    <fieldUpdates>
        <fullName>record_begin_opp_date</fullName>
        <field>begin_opp_date__c</field>
        <formula>TODAY()</formula>
        <name>记录开始询价时间</name>
        <notifyAssignee>false</notifyAssignee>
        <operation>Formula</operation>
        <protected>false</protected>
        <reevaluateOnChange>false</reevaluateOnChange>
    </fieldUpdates>
    <fieldUpdates>
        <fullName>record_have_opp_date</fullName>
        <field>have_opp_date__c</field>
        <formula>TODAY()</formula>
        <name>记录已有询价时间</name>
        <notifyAssignee>false</notifyAssignee>
        <operation>Formula</operation>
        <protected>false</protected>
        <reevaluateOnChange>false</reevaluateOnChange>
    </fieldUpdates>
    <fieldUpdates>
        <fullName>record_no_need_date</fullName>
        <field>no_need_date__c</field>
        <formula>TODAY()</formula>
        <name>记录无需求时间</name>
        <notifyAssignee>false</notifyAssignee>
        <operation>Formula</operation>
        <protected>false</protected>
        <reevaluateOnChange>false</reevaluateOnChange>
    </fieldUpdates>
    <rules>
        <fullName>OCSM管理省%28客户%29文本更新</fullName>
        <actions>
            <name>OSCM_Province_cus</name>
            <type>FieldUpdate</type>
        </actions>
        <active>true</active>
        <formula>OR(ISNEW(), ISCHANGED( OCM_man_province_cus__c ), NOT(ISCHANGED( OCM_man_province_cus__c )))</formula>
        <triggerType>onAllChanges</triggerType>
    </rules>
    <rules>
        <fullName>RecordCreatorJobCategory</fullName>
        <actions>
            <name>RecordLeadCreatorJobCategory</name>
            <type>FieldUpdate</type>
        </actions>
        <active>true</active>
        <description>当新建意向时，记录创建人的职种</description>
        <formula>TRUE</formula>
        <triggerType>onCreateOnly</triggerType>
    </rules>
    <rules>
        <fullName>record_first_state_day</fullName>
        <actions>
            <name>record_begin_opp_date</name>
            <type>FieldUpdate</type>
        </actions>
        <active>true</active>
        <criteriaItems>
            <field>Lead.Status</field>
            <operation>equals</operation>
            <value>確認済み</value>
        </criteriaItems>
        <triggerType>onCreateOrTriggeringUpdate</triggerType>
    </rules>
    <rules>
        <fullName>record_second_state_day</fullName>
        <actions>
            <name>record_no_need_date</name>
            <type>FieldUpdate</type>
        </actions>
        <active>true</active>
        <criteriaItems>
            <field>Lead.Status</field>
            <operation>equals</operation>
            <value>不要</value>
        </criteriaItems>
        <triggerType>onCreateOrTriggeringUpdate</triggerType>
    </rules>
    <rules>
        <fullName>record_third_state_day</fullName>
        <actions>
            <name>record_have_opp_date</name>
            <type>FieldUpdate</type>
        </actions>
        <active>true</active>
        <criteriaItems>
            <field>Lead.Status</field>
            <operation>equals</operation>
            <value>不用(重复)</value>
        </criteriaItems>
        <triggerType>onCreateOrTriggeringUpdate</triggerType>
    </rules>
    <rules>
        <fullName>リード-毎回実行公式变成到文本</fullName>
        <actions>
            <name>Account_Salesdepartment</name>
            <type>FieldUpdate</type>
        </actions>
        <actions>
            <name>Seting_Account_for_search</name>
            <type>FieldUpdate</type>
        </actions>
        <actions>
            <name>Update_Leads_Account_State</name>
            <type>FieldUpdate</type>
        </actions>
        <actions>
            <name>Update_Leads_Job_Category</name>
            <type>FieldUpdate</type>
        </actions>
        <active>true</active>
        <formula>true</formula>
        <triggerType>onAllChanges</triggerType>
    </rules>
    <rules>
        <fullName>主要学会有值%EF%BC%8C来源默认为学会会议</fullName>
        <actions>
            <name>Assign_to_LeadSource</name>
            <type>FieldUpdate</type>
        </actions>
        <active>true</active>
        <description>主要学会关联了会议时，系统自动默认来源=学会会议
课题：SWAG-C4H99E</description>
        <formula>!ISBLANK(Campaign__c)</formula>
        <triggerType>onAllChanges</triggerType>
    </rules>
    <rules>
        <fullName>客户名生同步</fullName>
        <actions>
            <name>Update_Company</name>
            <type>FieldUpdate</type>
        </actions>
        <actions>
            <name>Update_Contact_FN</name>
            <type>FieldUpdate</type>
        </actions>
        <actions>
            <name>Update_Contact_LN</name>
            <type>FieldUpdate</type>
        </actions>
        <active>true</active>
        <formula>AND(Not(isnull(Hospital_Name__c)),Not(isnull(Contact_Name__c)),Not(isblank(Hospital_Name__c)),Not(isblank(Contact_Name__c)))</formula>
        <triggerType>onAllChanges</triggerType>
    </rules>
    <rules>
        <fullName>意向编码自动生产</fullName>
        <actions>
            <name>Lead_NoCreat</name>
            <type>FieldUpdate</type>
        </actions>
        <active>true</active>
        <formula>True</formula>
        <triggerType>onCreateOnly</triggerType>
    </rules>
    <rules>
        <fullName>新建购买意向</fullName>
        <actions>
            <name>Lead_Company_Set_DeptName</name>
            <type>FieldUpdate</type>
        </actions>
        <active>true</active>
        <criteriaItems>
            <field>Lead.Company</field>
            <operation>equals</operation>
            <value>*</value>
        </criteriaItems>
        <triggerType>onCreateOnly</triggerType>
    </rules>
    <rules>
        <fullName>未跟进完毕的购买意向</fullName>
        <active>true</active>
        <booleanFilter>1</booleanFilter>
        <criteriaItems>
            <field>Lead.Status</field>
            <operation>contains</operation>
            <value>跟进中,未確認</value>
        </criteriaItems>
        <description>状态为&quot;未跟进&quot;&quot;跟进中&quot;的意向.</description>
        <triggerType>onCreateOrTriggeringUpdate</triggerType>
        <workflowTimeTriggers>
            <offsetFromField>Lead.CreatedDate</offsetFromField>
            <timeLength>3</timeLength>
            <workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
        </workflowTimeTriggers>
    </rules>
    <rules>
        <fullName>设置预测签约日</fullName>
        <actions>
            <name>autoset_lead_forecasted</name>
            <type>FieldUpdate</type>
        </actions>
        <active>true</active>
        <formula>ISNULL(Close_Forecasted_Date__c )|| (Close_Forecasted_Date__c &lt; DATEVALUE(CreatedDate)+75 &amp;&amp; ET_Check__c==false)</formula>
        <triggerType>onAllChanges</triggerType>
    </rules>
    <rules>
        <fullName>邮件分配给购买意向所有人</fullName>
        <actions>
            <name>SendMailToLeadOwner</name>
            <type>Alert</type>
        </actions>
        <active>true</active>
        <criteriaItems>
            <field>Lead.SendMailToOwner__c</field>
            <operation>equals</operation>
            <value>真</value>
        </criteriaItems>
        <triggerType>onCreateOnly</triggerType>
    </rules>
    <rules>
        <fullName>销售本部%EF%BC%88所有人%EF%BC%89文本更新</fullName>
        <actions>
            <name>Owner_Dep_Update</name>
            <type>FieldUpdate</type>
        </actions>
        <active>true</active>
        <formula>OR(ISNEW(), ISCHANGED( Owner_Dep__c ), NOT(ISCHANGED( Owner_Dep__c )))</formula>
        <triggerType>onAllChanges</triggerType>
    </rules>
    <tasks>
        <fullName>Not_follow_up_Sales_lead</fullName>
        <assignedToType>owner</assignedToType>
        <description>先生/女士: 

您有未跟进完毕的购买意向,请打开SalesForce&quot;购买意向&quot;选项卡进行跟进处理,谢谢!</description>
        <dueDateOffset>4</dueDateOffset>
        <notifyAssignee>true</notifyAssignee>
        <offsetFromField>Lead.CreatedDate</offsetFromField>
        <priority>高</priority>
        <protected>false</protected>
        <status>未着手</status>
        <subject>未跟进完毕的购买意向</subject>
    </tasks>
</Workflow>