function readOnly(count){ }
Sign Up ›
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
Learn More

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
Tom FalconerTom Falconer 

Allow for an exception from validation rule when converting a lead

My current rule allows a sales team member to convert a lead at 25% or greater. I want to allow them to convert a lead if its 14% or high if a project tag = High Priority.

Current validation rule is:

AND( 
ISCHANGED(Lead_Sub_Status__c), 
OR( 
ISPICKVAL(Lead_Sub_Status__c ,"Ready for Onboarding, menu received"), 
ISPICKVAL(Lead_Sub_Status__c ,"Resell Successful, ready for Onboarding")), 
NOT(Or($UserRole.Name = "Team Lead",$UserRole.Name = "Data Team")), 
ISPICKVAL(Status,"DocuSign Complete"), 
Profit_Share__c < 0.25 
)

Thanks for your help
Raj VakatiRaj Vakati
Option 1 :
Customize- Leads- Settings- Uncheck the box "enforce validation & triggers on conversion"

Option 2  
If( 
Not(IsConverted), 
AND( 
ISCHANGED(Lead_Sub_Status__c), 
OR( 
ISPICKVAL(Lead_Sub_Status__c ,"Ready for Onboarding, menu received"), 
ISPICKVAL(Lead_Sub_Status__c ,"Resell Successful, ready for Onboarding")), 
NOT(Or($UserRole.Name = "Team Lead",$UserRole.Name = "Data Team")), 
ISPICKVAL(Status,"DocuSign Complete"), 
Profit_Share__c < 0.25 
),
false
)


 
Tom FalconerTom Falconer
Don't think that will work. It needs to be specific to that project tag and no lower than 11%