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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)

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  • Please edit your post to include your validation rule formula. – David Cheng Sep 9 '19 at 4:26
  • done - ISBLANK(Converted_Opportunity_ID__c) – Maneesh Sep 9 '19 at 12:59
  • your verbiage says you are setting via Lead Conversion mappings: Opportunity.Converted_leadId__c yet your VR is on Opportunity.Converted_Opportunity_id__c - seems like either a typo or the post needs an edit – cropredy Sep 9 '19 at 22:41
  • updated my question. Converted_leadId__c is being set using a Process builder – Maneesh Sep 9 '19 at 22:46
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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] )

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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)
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  • Don't hesitate to give me more information if my answer not solved your question. – David-IT Sep 17 '19 at 8:16

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