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Tom Falconer
Allow for an exception from validation rule when converting a lead
My current rule allows a sales team member to convert a lead at 25% or greater. I want to allow them to convert a lead if its 14% or high if a project tag = High Priority.
Current validation rule is:
AND(
ISCHANGED(Lead_Sub_Status__c),
OR(
ISPICKVAL(Lead_Sub_Status__c ,"Ready for Onboarding, menu received"),
ISPICKVAL(Lead_Sub_Status__c ,"Resell Successful, ready for Onboarding")),
NOT(Or($UserRole.Name = "Team Lead",$UserRole.Name = "Data Team")),
ISPICKVAL(Status,"DocuSign Complete"),
Profit_Share__c < 0.25
)
Thanks for your help
Current validation rule is:
AND(
ISCHANGED(Lead_Sub_Status__c),
OR(
ISPICKVAL(Lead_Sub_Status__c ,"Ready for Onboarding, menu received"),
ISPICKVAL(Lead_Sub_Status__c ,"Resell Successful, ready for Onboarding")),
NOT(Or($UserRole.Name = "Team Lead",$UserRole.Name = "Data Team")),
ISPICKVAL(Status,"DocuSign Complete"),
Profit_Share__c < 0.25
)
Thanks for your help
Customize- Leads- Settings- Uncheck the box "enforce validation & triggers on conversion"
Option 2