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Hoping you all can help me out with this!

I have a Validation Rule that has a few required fields on the lead when converting to an opportunity. However, it becomes unnecessary when converting a lead and attaching it to an existing account.

Is there something I can add to the validation rule that would nullify the validation rule if 'Attach to Existing Account' is selected?

Thanks!

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  • Have you tested the behavior of this field ConvertedAccountId? I would try to see if it has a value when you convert to an existing account. If you don't have any field in the lead object that you can use I am afraid your only option would be a trigger.
    – PepeFloyd
    Commented Dec 10, 2013 at 20:40

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