Formula Field - Mark the Score right when lead MQLs

[Adam_Benitez1]

I'm trying to create a formula field that fills in the field with the behavior score right when a lead becomes an MQL.

The formula I tried is:

     If MQL Date is in past 1 hour,
     Value = {{lead.Behavior Score}}
     Else, Do Nothing

When I click "Save". I get the message, "Cannot save rules, check to ensure that all of the choices are valid".

Any idea why this may not be working?

Thanks.

[Grégoire_Miche2 · Accepted solution]

Hi Adam,

The Formula field is not the right way to do it. AFAIK, you can only manipulate string fields there.

You should rather create a score field instead and use a smart campaign that does the same. You also should rather use a trigger campaign so that it gets executed precisely at the moment the lead becomes MQL. i the flow of this SC, just use a data value change, attibute= your new score field and new value = {{lead.Behavior Score}}

-Greg

[Adam_Benitez1]

Thanks, Gregoire.

Didn't know you could only manipulate string fields. That's good to know for the future. I was hoping

I could just do it with a simple formula field, but will have to use campaigns, as you suggested.

Adam

[Adam_Benitez1]

BTW, I'm trying it in Sandbox first. Do formulas work in Sandbox?