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JNA
Validation rule when converting a lead
Please help anyone.
When a salerep converts a lead, he is presented with two options, Qualified or Unqualified, whereby it then either creates an opportunity or not, and moves the lead into an account/contact.
What I am trying to enforce is that when the rep converts the lead and selects "Unqualified", that it checks the field "reason_for_no" to make sure there is data in the field.
I tried from examples so I have no idea if I even came close with the example below. I keep getting errors.
AND (
ISPICKVAL( IsConverted , "Unqualified"),
ISNULL( Reason_for_Unqualified__c, "" ))
ISPICKVAL( IsConverted , "Unqualified"),
ISNULL( Reason_for_Unqualified__c, "" ))
Here's how to navigate to the setting mentioned by TechieChik41:
Customize | Leads | Settings | Enforce Validation and Triggers from Lead Convert
We only have a Lead conversion settings switch?
Does something else have to be enabled?