SendMailToLeadOwner 购买意向自动分配邮件 false owner lu_liu@olympus.com.cn OrgWideEmailAddress Account_Salesdepartment リードの「診療科-本部」を更新 Account_Salesdepartment__c 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 )) リードの「診療科-本部」設定 false Formula false false Assign_to_LeadSource 课题：SWAG-C4H99E LeadSource 学会会议 来源取值 false Literal false false Lead_Company_Set_DeptName Company Hospital_Name__r.Name 潜在客户公司 = 科室名 false Formula false false Lead_NoCreat Lead_No__c 'IN' + '-' + Account_Province__c + "-" + Lead_NoDate__c + Lead_Num__c 意向编码作成 false Formula false false OSCM_Province_cus OCM_man_province_cus_txt__c OCM_man_province_cus__c OSCM管理省(客户)更新 false Formula false false Owner_Dep_Update Owner_Dep_txt__c Owner_Dep__c 销售本部(所有人)文本更新 false Formula false false RecordLeadCreatorJobCategory JobCategoryOfCreator__c TEXT($User.Job_Category__c) 记录意向创建人职种 false Formula false false Seting_Account_for_search Account_for_search__c Hospital_Name__r.Name 设定-客户名（检索用） false Formula false false UpdateMethod1 Sales_Method__c 政府招标 UpdateMethod1 false Literal false false Update_Company Company Hospital_Name__r.Name 更新客户名(手动) false Formula false false Update_Contact_FN FirstName Contact_Name__r.FirstName 更新名 false Formula false false Update_Contact_LN LastName Contact_Name__r.LastName 更新姓 false Formula false false Update_Leads_Account_State Account_State__c 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 )) リードの「診療科-省」を更新 false Formula false false Update_Leads_Job_Category Creator_Job_Category__c text( Owner:User.Job_Category__c) リードの「作成者-職種」を更新 false Formula false false autoset_lead_forecasted Close_Forecasted_Date__c CreatedDate + 75 意向设置预测签约日 false Formula false false record_begin_opp_date begin_opp_date__c TODAY() 记录开始询价时间 false Formula false false record_have_opp_date have_opp_date__c TODAY() 记录已有询价时间 false Formula false false record_no_need_date no_need_date__c TODAY() 记录无需求时间 false Formula false false OCSM管理省%28客户%29文本更新 OSCM_Province_cus FieldUpdate true OR(ISNEW(), ISCHANGED( OCM_man_province_cus__c ), NOT(ISCHANGED( OCM_man_province_cus__c ))) onAllChanges RecordCreatorJobCategory RecordLeadCreatorJobCategory FieldUpdate true 当新建意向时，记录创建人的职种 TRUE onCreateOnly record_first_state_day record_begin_opp_date FieldUpdate true Lead.Status equals 確認済み onCreateOrTriggeringUpdate record_second_state_day record_no_need_date FieldUpdate true Lead.Status equals 不要 onCreateOrTriggeringUpdate record_third_state_day record_have_opp_date FieldUpdate true Lead.Status equals 不用(重复) onCreateOrTriggeringUpdate リード-毎回実行公式变成到文本 Account_Salesdepartment FieldUpdate Seting_Account_for_search FieldUpdate Update_Leads_Account_State FieldUpdate Update_Leads_Job_Category FieldUpdate true true onAllChanges 主要学会有值%EF%BC%8C来源默认为学会会议 Assign_to_LeadSource FieldUpdate true 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 !ISBLANK(Campaign__c) onAllChanges 客户名生同步 Update_Company FieldUpdate Update_Contact_FN FieldUpdate Update_Contact_LN FieldUpdate true AND(Not(isnull(Hospital_Name__c)),Not(isnull(Contact_Name__c)),Not(isblank(Hospital_Name__c)),Not(isblank(Contact_Name__c))) onAllChanges 意向编码自动生产 Lead_NoCreat FieldUpdate true True onCreateOnly 新建购买意向 Lead_Company_Set_DeptName FieldUpdate true Lead.Company equals * onCreateOnly 未跟进完毕的购买意向 true 1 Lead.Status contains 跟进中,未確認 状态为"未跟进""跟进中"的意向. onCreateOrTriggeringUpdate Lead.CreatedDate 3 Days 设置预测签约日 autoset_lead_forecasted FieldUpdate true ISNULL(Close_Forecasted_Date__c )|| (Close_Forecasted_Date__c < DATEVALUE(CreatedDate)+75 && ET_Check__c==false) onAllChanges 邮件分配给购买意向所有人 SendMailToLeadOwner Alert true Lead.SendMailToOwner__c equals 真 onCreateOnly 销售本部%EF%BC%88所有人%EF%BC%89文本更新 Owner_Dep_Update FieldUpdate true OR(ISNEW(), ISCHANGED( Owner_Dep__c ), NOT(ISCHANGED( Owner_Dep__c ))) onAllChanges Not_follow_up_Sales_lead owner 先生/女士: 您有未跟进完毕的购买意向,请打开SalesForce"购买意向"选项卡进行跟进处理,谢谢! 4 true Lead.CreatedDate 高 false 未着手 未跟进完毕的购买意向