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votes
2answers
22 views

Validate Lead RecordType matches Target Opportunity Record Type before Converting

Scenario We have two types of opportunities and two types of leads. The two opps are for different business processes related to the customers specific needs. We currently have sales agents able to ...
0
votes
1answer
11 views

Avoid or prevent Lead edition when status is “Qualified”

I have the next requirement: When users set lead to 'Qualified', I want a way to prevent them to editing any field. I've tried some things like validation rules like this: ISPICKVAL(PRIORVALUE(...
0
votes
2answers
58 views

Validation Rule on Lead Conversion

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....
1
vote
1answer
86 views

Validation Rule Error when converting a lead

I have two picklist fields with dependencies in place. One is Lead Status and One is Status Subcategory. I have a VR so that forces the user to complete the Status Subcategory if the lead status is ...
1
vote
1answer
63 views

Validation rule on lead conversion. preventing specific users ownership of records

I'm trying to prevent a specific user from owning Opportunity/account/contact records upon reassignment on lead conversion. Here is what i got so far and I cant seem to get it to work... Any kind of ...
0
votes
1answer
316 views

Forcing validation rules to work a lead is converted

I have four custom fields in a lead that are mandatory when creating an opportunity. I have validation set up that if you try to create an opportunity it blocks you from saving if you have not filled ...
2
votes
1answer
443 views

Lead Conversion Validation rule error

I Created a validation rule on Lead to not select inactive Account while conversion, here is the validation rule that throws the error AND(IsConverted = True, ISPICKVAL(Account_Status__c,"Inactive"))...
-1
votes
1answer
168 views

Error In contact while Lead conversion [closed]

While converting lead to I am gettign error "Birthdate is Mandatory in Contact"(validation rule in Contact) Birthdateis the mandatory field in Contact. but i need to convert lead and create contact ...
0
votes
1answer
2k views

Validation Rule on Lead Status Prior To Conversion

Status should be "Sales Qualification" before it can be "Converted". Any other stages should fire an error. My validation rule code is: AND( NOT(TEXT(PRIORVALUE(Status)) = 'Sales Qualification'), ...
1
vote
3answers
3k views

Skip the validation rules for Opportunity during lead Conversion

The scenario is I only want to validate the field upon record update not creation.It works successfully when I create or update record manually with validation rules.But it fail when I convert the ...
0
votes
1answer
629 views

Validate fields on Lead Conversion

I want to ensure that a user cannot convert a lead without ticking three checkboxes (below). Below is my validation rule but it still allows the user to convert the lead. Any ideas? AND(IsConverted = ...