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Brad Satterwhite 7Brad 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) 

)
Arpit Jain7Arpit Jain7
You can add Sales Admin profile condition in your validation rule like below to convert lead for Sales Admin profile.

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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