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Admin DNA inhibit the conversion if it does not have the same name or surname
Hi at all,
is it possible with validation rules or trigger to inhibit the conversion if it does not have the same name or surname?
I use personAccount and a matching rules with phone and mail but sometimes in personaccount I have a parent or friend with the same name and in the conversion I want to block salesperson convert lead in a existing Account that don't represent the person of the new lead.
Thank you in advance
is it possible with validation rules or trigger to inhibit the conversion if it does not have the same name or surname?
I use personAccount and a matching rules with phone and mail but sometimes in personaccount I have a parent or friend with the same name and in the conversion I want to block salesperson convert lead in a existing Account that don't represent the person of the new lead.
Thank you in advance