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Brad Satterwhite 7
Need to create a validation rule that when a lead is converted certain information is required... except at a certain lead status
I have a validation rule set to run that will prevent my team from converting a lead without the necessary information (see below). I want to allow them to convert the lead, though, if the Lead Status is equal to "Existing Customer". I also want all "Sales Admins" (Profile) to be able to convert while ignoring this validation rule.
How do I add those two exceptions to this rule?
AND(IsConverted,
OR(
ISBLANK( TEXT(LeadSource) ),
ISBLANK( TEXT(Industry) ),
ISBLANK( TEXT(Number_of_Agents__c) ),
ISBLANK( Weekly_Volume_Tickets_Cases__c ),
ISBLANK( TEXT( Email_Ticketing_Social_Platform__c )),
ISBLANK( State),
ISBLANK( Country)),
NOT($Setup.Admin_Settings__c.Bypass_Validation__c)
)
How do I add those two exceptions to this rule?
AND(IsConverted,
OR(
ISBLANK( TEXT(LeadSource) ),
ISBLANK( TEXT(Industry) ),
ISBLANK( TEXT(Number_of_Agents__c) ),
ISBLANK( Weekly_Volume_Tickets_Cases__c ),
ISBLANK( TEXT( Email_Ticketing_Social_Platform__c )),
ISBLANK( State),
ISBLANK( Country)),
NOT($Setup.Admin_Settings__c.Bypass_Validation__c)
)
AND( $Profile.Name <> "Sales Admins",IsConverted,
OR(
ISBLANK( TEXT(LeadSource) ),
ISBLANK( TEXT(Industry) ),
ISBLANK( TEXT(Number_of_Agents__c) ),
ISBLANK( Weekly_Volume_Tickets_Cases__c ),
ISBLANK( TEXT( Email_Ticketing_Social_Platform__c )),
ISBLANK( State),
ISBLANK( Country))
)
Let me know for any issues.
Thanks
Arpit
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