Salesforce Validation rule on Lead Conversion
I am sharing a video for the validation rule to fire on lead conversion. Creating a Validation Rule, where a Mobile, Fax & Website fields must not be blank when convering a lead.
Also make sure, if you like to fire the validaiton rule/workflow actions/apex trigger, then make sure to enable the “Require Validation for Converted Leads” option under the Setup -> Lead Settings.
This demo to fire the validation rule, Lead fields mandatory when converting lead:-
1. Mobile
2. Fax
3. Website
Validation Rule on Salesforce Lead Conversion
Use Case by Bruce Wayne – https://success.salesforce.com/answers?id=9063A000000E3d6 (Validation rule help on Lead conversion)
Validation Rule on Salesforce Lead Conversion
Reference:
Error when converting a lead – https://help.salesforce.com/articleView?id=000212944&type=1
Define Default Settings for Lead Creation – https://help.salesforce.com/articleView?id=customize_leadsettings.htm&type=5
