I have a validation rule on Opportunity that I want to fire only when a new opportunity is created without Lead Convert process.
It should not fire when an opportunity is created using Lead conversion.
I created a field on Opportunity 'Converted LeadID' which I am setting when the lead is getting converted (using a Process Builder).
And using this field in the Validation rule to distinguish between an opportunity created via conversion process and without-conversion process.
But it doesn't work. Validation Rule is firing every time. Seems like Converted LeadID gets updated after the validation rule.
How can I address this? (am using Professional edition)
Below is the rule
ISBLANK(Converted_LeadID__c)
Opportunity.Converted_leadId__c
yet your VR is onOpportunity.Converted_Opportunity_id__c
- seems like either a typo or the post needs an editConverted_leadId__c
is being set using a Process builder