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Nidhi CloudNidhi Cloud 

Formula field which displays percent completed based on lead rating (Name-20%, Website-15%, Phone-30%, Email-15%, Company-20%) and lead can only be converted when its 100%

Please help me with this one!!
Best Answer chosen by Nidhi Cloud
CharuDuttCharuDutt
Hii Nidhi Cloud
Try Below Formula Field
IF( NOT( ISBLANK( Name ) ) , 0.20, 0) + IF( NOT( ISBLANK( Website) ) , 0.15, 0)+ IF( NOT( ISNISBLANKULL( Email) ) , 0.15, 0)+ IF( NOT( ISBLANK(Phone__c) ) , 0.30, 0)+ IF( NOT( ISBLANK(Company) ) , 0.20, 0)

Validation Rule
AND(FormulaFieldName = 100, ISPICKVAL(status, 'Closed - Converted) 
Please Mark it As Best Answer If it Helps
Thank You!

 

All Answers

CharuDuttCharuDutt
Hii Nidhi Cloud
Try Below Formula Field
IF( NOT( ISBLANK( Name ) ) , 0.20, 0) + IF( NOT( ISBLANK( Website) ) , 0.15, 0)+ IF( NOT( ISNISBLANKULL( Email) ) , 0.15, 0)+ IF( NOT( ISBLANK(Phone__c) ) , 0.30, 0)+ IF( NOT( ISBLANK(Company) ) , 0.20, 0)

Validation Rule
AND(FormulaFieldName = 100, ISPICKVAL(status, 'Closed - Converted) 
Please Mark it As Best Answer If it Helps
Thank You!

 
This was selected as the best answer
CharuDuttCharuDutt
Please Close Your Query By Marking it As Best Answer If it Helps So It Helps Others In Future
Thank You!