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dietcola required fields before saving a lead vs required fields before converting a lead
Another question, I'm afraid!
I know how to make certain fields required before you can save a Lead record--you just click the Required checkbox on the Page Layout associated with that Lead's record type. However, is there a way to make a field required before that record can be converted?
If that doesn't make sense, here's a quick dumb example. Let's say I have a "Favorite Color" field on my Lead page. I want to set that field so that my end user does not have to enter a favorite color in order to save the Lead record, but so that they do have to enter a favorite color in order to convert that record into an Account.
Thank you x3. =)
perhaps a validation rule on Leads would work?
like
IsConverted && ISBLANK(Favorite_Colour__c)
Might also need to check that validation rules are enabled for lead converts (in leads settings)
Hmm, didn't seem to work.
I wonder if I didn't change what I needed to change in the Leads settings--I didn't see anything that talked about enabling validation rules lead converts when I went to Customize > Leads > Settings. Should I check somewhere else?
Thank you for your help!
Also, here's the formula I'm using, if it helps:
AND(
(IsConverted),
NOT(ISPICKVAL(Status, "Ready to Convert"))
)
I want my user to not be able to convert until "Ready to Convert" is selected on my Lead Status picklist. Unfortunately, when I tested this with a different picklist value selected, Salesforce still allowed me to convert my Lead.
It's just a checkbox labelled "Enforce Validation and Triggers from Lead Convert"
I just did a quick search and apparently some older orgs may not have it enabled. see:
http://community.salesforce.com/sforce/board/message?board.id=apex&message.id=8969
Still don't see it, sorry. Here's what my screen looks like when I go to Customize > Leads > Settings.
Yes I believe you =) think you'll need to poke Salesforce support regarding this option.
I saw that the posting was a little old. Maybe this will help.
AND(
IF(LEN(Favorite_Color__c)=0,
TRUE, FALSE))