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

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Salesforce MVP | Lightning Champion | 17x Salesforce Certified | Application Architect | 7x Trailhead Ranger | Techforce Services | Australia

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