From 4688e276eee13cd2e521aa55afb5725cb0fda270 Mon Sep 17 00:00:00 2001 From: binxie <137736985@qq.com> Date: 星期一, 22 一月 2024 21:21:18 +0800 Subject: [PATCH] backuprentalapply0122 --- force-app/main/default/workflows/Lead.workflow-meta.xml | 410 ++++++++++++++++++++++++++++++++++++++++++++++++++++++++++ 1 files changed, 410 insertions(+), 0 deletions(-) diff --git a/force-app/main/default/workflows/Lead.workflow-meta.xml b/force-app/main/default/workflows/Lead.workflow-meta.xml new file mode 100644 index 0000000..b30ef6d --- /dev/null +++ b/force-app/main/default/workflows/Lead.workflow-meta.xml @@ -0,0 +1,410 @@ +<?xml version="1.0" encoding="UTF-8"?> +<Workflow xmlns="http://soap.sforce.com/2006/04/metadata"> + <alerts> + <fullName>SendMailToLeadOwner</fullName> + <description>璐拱鎰忓悜鑷姩鍒嗛厤閭欢</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>銉兗銉夈伄銆岃ê鐧傜-鏈儴銆嶃倰鏇存柊</description> + <field>Account_Salesdepartment__c</field> + <formula>IF(Hospital_Name__r.RecordTypeId = '01210000000QemG', + Hospital_Name__r.Salesdepartment_HP__c, +IF(Hospital_Name__r.Parent.RecordTypeId = '01210000000QemG', + Hospital_Name__r.Parent.Salesdepartment_HP__c, + Hospital_Name__r.Parent.Parent.Salesdepartment_HP__c +))</formula> + <name>銉兗銉夈伄銆岃ê鐧傜-鏈儴銆嶈ō瀹�</name> + <notifyAssignee>false</notifyAssignee> + <operation>Formula</operation> + <protected>false</protected> + <reevaluateOnChange>false</reevaluateOnChange> + </fieldUpdates> + <fieldUpdates> + <fullName>Assign_to_LeadSource</fullName> + <description>璇鹃锛歋WAG-C4H99E</description> + <field>LeadSource</field> + <literalValue>瀛︿細浼氳</literalValue> + <name>鏉ユ簮鍙栧��</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>娼滃湪瀹㈡埛鍏徃 = 绉戝鍚�</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>'IN' + '-' + Account_Province__c + "-" + Lead_NoDate__c + Lead_Num__c</formula> + <name>鎰忓悜缂栫爜浣滄垚</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绠＄悊鐪�(瀹㈡埛)鏇存柊</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>閿�鍞湰閮�(鎵�鏈変汉)鏂囨湰鏇存柊</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>璁板綍鎰忓悜鍒涘缓浜鸿亴绉�</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>璁惧畾-瀹㈡埛鍚嶏紙妫�绱㈢敤锛�</name> + <notifyAssignee>false</notifyAssignee> + <operation>Formula</operation> + <protected>false</protected> + <reevaluateOnChange>false</reevaluateOnChange> + </fieldUpdates> + <fieldUpdates> + <fullName>UpdateMethod1</fullName> + <field>Sales_Method__c</field> + <literalValue>鏀垮簻鎷涙爣</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>鏇存柊瀹㈡埛鍚�(鎵嬪姩)</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>鏇存柊鍚�</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>鏇存柊濮�</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 = '01210000000QemG', + Hospital_Name__r.State_Master__r.Name, +IF(Hospital_Name__r.Parent.RecordTypeId = '01210000000QemG', + Hospital_Name__r.Parent.State_Master__r.Name, + Hospital_Name__r.Parent.Parent.State_Master__r.Name +))</formula> + <name>銉兗銉夈伄銆岃ê鐧傜-鐪併�嶃倰鏇存柊</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>銉兗銉夈伄銆屼綔鎴愯��-鑱风ó銆嶃倰鏇存柊</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>鎰忓悜璁剧疆棰勬祴绛剧害鏃�</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>璁板綍寮�濮嬭浠锋椂闂�</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>璁板綍宸叉湁璇环鏃堕棿</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>璁板綍鏃犻渶姹傛椂闂�</name> + <notifyAssignee>false</notifyAssignee> + <operation>Formula</operation> + <protected>false</protected> + <reevaluateOnChange>false</reevaluateOnChange> + </fieldUpdates> + <rules> + <fullName>OCSM绠＄悊鐪�%28瀹㈡埛%29鏂囨湰鏇存柊</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>褰撴柊寤烘剰鍚戞椂锛岃褰曞垱寤轰汉鐨勮亴绉�</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>纰鸿獚娓堛伩</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>涓嶈</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>涓嶇敤(閲嶅)</value> + </criteriaItems> + <triggerType>onCreateOrTriggeringUpdate</triggerType> + </rules> + <rules> + <fullName>銉兗銉�-姣庡洖瀹熻鍏紡鍙樻垚鍒版枃鏈�</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>涓昏瀛︿細鏈夊��%EF%BC%8C鏉ユ簮榛樿涓哄浼氫細璁�</fullName> + <actions> + <name>Assign_to_LeadSource</name> + <type>FieldUpdate</type> + </actions> + <active>true</active> + <description>涓昏瀛︿細鍏宠仈浜嗕細璁椂锛岀郴缁熻嚜鍔ㄩ粯璁ゆ潵婧�=瀛︿細浼氳 +璇鹃锛歋WAG-C4H99E</description> + <formula>!ISBLANK(Campaign__c)</formula> + <triggerType>onAllChanges</triggerType> + </rules> + <rules> + <fullName>瀹㈡埛鍚嶇敓鍚屾</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>鎰忓悜缂栫爜鑷姩鐢熶骇</fullName> + <actions> + <name>Lead_NoCreat</name> + <type>FieldUpdate</type> + </actions> + <active>true</active> + <formula>True</formula> + <triggerType>onCreateOnly</triggerType> + </rules> + <rules> + <fullName>鏂板缓璐拱鎰忓悜</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>鏈窡杩涘畬姣曠殑璐拱鎰忓悜</fullName> + <active>true</active> + <booleanFilter>1</booleanFilter> + <criteriaItems> + <field>Lead.Status</field> + <operation>contains</operation> + <value>璺熻繘涓�,鏈⒑瑾�</value> + </criteriaItems> + <description>鐘舵�佷负"鏈窡杩�""璺熻繘涓�"鐨勬剰鍚�.</description> + <triggerType>onCreateOrTriggeringUpdate</triggerType> + <workflowTimeTriggers> + <offsetFromField>Lead.CreatedDate</offsetFromField> + <timeLength>3</timeLength> + <workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit> + </workflowTimeTriggers> + </rules> + <rules> + <fullName>璁剧疆棰勬祴绛剧害鏃�</fullName> + <actions> + <name>autoset_lead_forecasted</name> + <type>FieldUpdate</type> + </actions> + <active>true</active> + <formula>ISNULL(Close_Forecasted_Date__c )|| (Close_Forecasted_Date__c < DATEVALUE(CreatedDate)+75 && ET_Check__c==false)</formula> + <triggerType>onAllChanges</triggerType> + </rules> + <rules> + <fullName>閭欢鍒嗛厤缁欒喘涔版剰鍚戞墍鏈変汉</fullName> + <actions> + <name>SendMailToLeadOwner</name> + <type>Alert</type> + </actions> + <active>true</active> + <criteriaItems> + <field>Lead.SendMailToOwner__c</field> + <operation>equals</operation> + <value>鐪�</value> + </criteriaItems> + <triggerType>onCreateOnly</triggerType> + </rules> + <rules> + <fullName>閿�鍞湰閮�%EF%BC%88鎵�鏈変汉%EF%BC%89鏂囨湰鏇存柊</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>鍏堢敓/濂冲＋: + +鎮ㄦ湁鏈窡杩涘畬姣曠殑璐拱鎰忓悜,璇锋墦寮�SalesForce"璐拱鎰忓悜"閫夐」鍗¤繘琛岃窡杩涘鐞�,璋㈣阿!</description> + <dueDateOffset>4</dueDateOffset> + <notifyAssignee>true</notifyAssignee> + <offsetFromField>Lead.CreatedDate</offsetFromField> + <priority>楂�</priority> + <protected>false</protected> + <status>鏈潃鎵�</status> + <subject>鏈窡杩涘畬姣曠殑璐拱鎰忓悜</subject> + </tasks> +</Workflow> -- Gitblit v1.9.1