Job Level Translation Function

Sometimes, vendors have very specific ways they would like us to pass through the job level information for the leads we are sending them.

The default PeerSpot job levels can be found on this sheet.

When the customer makes this type of request, it is necessary to create a translation function between our job level  names and theirs in order to allow the leads to be delivered to them automatically and correctly. If the translation is not created, we will have to manually change each lead’s job level info to match the vendor’s which takes a lot of valuable time.

3. Duplicate an existing translation:

4. Name the translation function (use underscores between each word, or it should be 1 word no spaces):

4. Add the vendor's job level names to where the job level names show up in green, in between the quotes:

Note: If the customer has less job levels than the PeerSpot job levels (in black), use the same customer value multiple times it needed. E.g. if they only have job levels of Individual Contributer, Manager, Director, C-Level, map their term of Manager with the following PeerSpot job level values: Senior_manager, Head, Manager.

If the customer has more job levels than the PeerSpot job levels (in black),  only map the ones that fit best with the PeerSpot values.

This is the main part of the code that needs to be used. 

Before using the specific code needed, use the following string:

~user.job_level

So the code should be added to the industry field as follows:

~user.job_level test_job_levels

This ensures that the field will be populated with the specific lead’s company industry, which is taken from the lead’s user info on the PS website.