Validation Rule on Lead Conversion

Question

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)

Answer 1

If you use process builder to set Converted_LeadID__c the VR is executed after the field is filled. So I think that your problem is maybe a problem with your "OR" and "AND" logic in your Validation Rule. Please share with us your complete validation rule.

You must write your VR like that :

ISBLANK(Converted_LeadID__c) AND ( [Paste here your previous VR content] )

Answer 2

Other reason possible concerning your problem : - You use a process builder from Lead object (when status = converted) to fill the field "Converted_LeadID__c" of the opportunity.

In this situation the problem will be :

1. The opportunity is automatically created with the convertion process (opportunity VR are triggered)
2. Your process builder try to edit the opportunity already created to add the Converted_LeadID__c

So your process builder edit an opportunity already existing so the VR is triggered before your process builder.

If you are in this situation one solution is :

1. Create a technical checkbox on lead object "Is Lead Conversion" with default value = true
2. Create a technical checkbox on opportunity object "Is Lead Conversion" with default value = false
3. Map the both field on the "Map Lead Fields" setup
4. On your opportunity validation rule use the condition "Is Lead Conversion = false" instead of ISBLANK(Converted_LeadID__c)