1

So, we have several lead fields, that are only needed upon conversion. There are fields mappings for these fields, which populate correctly on the account/oppty new/converted records. However, they are not mandatory on the lead object.

My thought was to do a validation check on the lead fields before the user clicks on the convert button.

I do not want to create a custom convert button.

What are my options?

3

You can use first enable Require validation for Converted Leads setting under lead setting.

Then you can use IsConverted field on lead to check required fields on leads.

A sample example would be:-

AND(
IsConverted = TRUE,
OR(
   ISBLANK( your_required_field1__c ),
   ISBLANK( your_required_field2__c )
  ) 
)
1
  • Thanks, this doesn't fit our users' needs, as they don't want to go to the convert button, and than get an error from the 'Convert' action.
    – Saariko
    Oct 21 at 7:12
0

What I ended up doing is using the solution suggested here: https://salesforce.stackexchange.com/a/336827/260

So, I created a boolean formula field, which includes all the validations that the conversion needs.

I hide the 'Convert' button, as long as this field is false.

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