The only type of mass action that can affect it would be to update the specific ‘Unread by Owner‘ field using the API (e.g. using the Excel Connector or the Dataloader). Specifically if the owner of a Lead edits it through a list view using the “Change Status” button or “Inline Editing” the Unread checkbox will NOT be updated.
What happens to unread leads when they are sent?
It will remain “Unread” even if someone other than the owner views or edits the lead record or some mass action is taken outside of the UI (i.e. a mass email to many leads sent via the API). Once it has been “read”, it will come off the list view My Unread Leads.
Do you assign ownership of Records in Salesforce?
Inevitably as a Salesforce Administrator, you’ll be faced with the task of reassigning ownership of records in Salesforce. Typical use cases that force this to happen are:
Do you need a data loader for Salesforce?
Typical use cases that force this to happen are: Luckily Salesforce provides a wizard to help you change ownership of records with a few clicks. However there are some very real limitations that might make you consider using a tool like the Data Loader.
What does unread by owner mean in Salesforce?
The Lead Object has a checkbox field called “Unread by Owner”. If the owner of the Lead has never clicked into the record to view its details, the box is checked.
What is Unread leads?
When you transfer ownership of a lead, the lead will appear in the new owner’s ‘My Unread Leads’ view, until they click on the lead. Note: For leads owned by a Queue, the status will remain ‘Unread’, even if a member of the Queue reviews it.
How do I change lead status in Salesforce lightning?
In Lightning ExperienceGo to Gear icon | Setup | Object Manager | Lead | Fields & Relationships | Lead Status.Click Edit next to the value you wish to edit.Select the Converted checkbox if you would like it to be an available value during Lead conversion (Note: you can have more than one converted status value).More items…
How do I edit a lead object in Salesforce?
Go to: Salesforce Classic: Go to Setup | Customize | Leads. … Under “Record Types,” select one record type.Look for lead source under “Picklists Available for Editing,” and then Click Edit.Add/remove values as preferred on the selected values box.Optionally set a default value.Click Save.