Sales Lead Qualification Status Rules Not Setting Lead Status To Qualified (Doc ID 2009322.1)

Last updated on FEBRUARY 27, 2017

Applies to:

Oracle Fusion Lead Management Cloud Service - Version 11.1.9.2.0 and later
Oracle Fusion Lead Management - Version 11.1.9.2.0 and later
Information in this document applies to any platform.

Goal

The customer has a requirement to automatically determine the Lead qualification status on the basis of the following criteria:


The customer has created the Lead qualification rule with following details:

  1. Created a rule set Lead_Qualification_Rule having work object as Sales Lead and candidate object as Sales Lead Qualification Status.
  2. Created a rule Qualified with the two conditions:

           Sales Lead -- Primary Product Id --- Does not Equal --- NULL

           Sales Lead -- Customer ID        --- Does not Equal --- NULL

       3. Set Qualified Action: Return the Candidate Value as Qualified.

When the customer runs the lead assignment job, the lead status is not getting set to Qualified.

Solution

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