New to Salesforce, trying to build my experience and knowledge with some basic freelance work, any help is appreciated!

  • 2
    What have you tried so far? Where are you stuck? See How to Ask. – David Reed Nov 15 at 18:10
  • I don't know what formula to use to prevent a user saving a lead record when the status is open. – Haider Hussain Nov 15 at 18:16

This is fairly elementary Salesforce, I recommend a Validation Rule on the Lead Object. Without further context it's hard to say this be the correct answer in 100% of scenarios but it should cover the vast majority.


Additionally, I recommend taking the Trailhead course if you're entirely new to Salesforce: https://trailhead.salesforce.com/en/content/learn/modules/point_click_business_logic/validation_rules

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