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I'm trying to prevent a specific user from owning Opportunity/account/contact records upon reassignment on lead conversion.

Here is what i got so far and I cant seem to get it to work... Any kind of assistance would be awesome.

AND( 
IsConverted = TRUE, 
OwnerId='0054J000001Abb2')
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1 Answer 1

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You need to enable a setting for validation rule to work: Documentation validation rule not firing when converting Leads says-

To enforce a Validation Rule when converting leads, you need to enable 'Require validation for Converted Leads.'

Note: If the 'Require validation for Converted Leads' setting is not available, please contact Salesforce Support to enable the 'Use Apex Lead Convert' permission.

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  • Just verified that this is already ticket... Commented Jun 17, 2019 at 4:37
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    @AndrewSeanBaldwin I assume you have validation rule on Lead, because I tried creating a lead validation with your formula and it works.
    – Raul
    Commented Jun 17, 2019 at 7:00

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