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babrannobabranno 

Validation Rule to Prevent Edit Except through Lead Convert

Does anyone know a validation rule that would prevent users from editing a field except through lead conversion.  We are trying to force a process and keep certain users from skipping the lead conversion/merging process and just jumping to editing the exisitng account.  These users need to be able to edit these fields but the first time the field is populated it needs to be done through lead conversion.  I appreciate any help/ideas.

 

Bladen

steve456steve456

Create a new field called Locked   

 

and give permissions only for admin to edit the record

 

AND (Locked__c = TRUE, RIGHT($UserRole.Name, 5) <> "Admin")

 

 

Did it help you?Please let me know if you have any questions

 

If it works please mark it as solution so that others would be benefecial