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Nina Campbell
Required fields on leads and creating tasks?
Hi!
On a lead record, we have a required field > Industry. The problem is, people can add tasks to the lead and save them without being forced to enter the Industry on the Lead information. How can I force them to add content to a lead before they can add a task or save an activity ie a call.
Thanks in advance.
On a lead record, we have a required field > Industry. The problem is, people can add tasks to the lead and save them without being forced to enter the Industry on the Lead information. How can I force them to add content to a lead before they can add a task or save an activity ie a call.
Thanks in advance.
@Karanraj
You can do it with the help of apex trigger in activity object. Try the below code
https://trailhead.salesforce.com/project/salesforce_developer_workshop/creating_triggers
Don't forget to check the trailhead module for apex trigger -