function readOnly(count){ }
Sign Up ›
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
Learn More

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
Tori ElstromTori Elstrom 

Validation Rule for Lead on Date and Picklist

How do I create a validation rule where a lead cannot move from SAL to Converted with out Disco Meeting Status (Date), Estimated Usage Volume(Pick List) being filled in?  But it should be able to move to other stages.

 

User-added image

AnkaiahAnkaiah (Salesforce Developers) 
HI Tori,

try with below rule. 
AND(ISPICKVAL(PRIORVALUE(Status),"SAL"),ISPICKVAL(Status,"Converted"),
ISBLANK(Meeting_Status__C),ISBLANK(Estimated_Usage_Volume__c))

If this helps, Please mark it as best answer.

Thanks!!​​​​​​​
Abhinandan MishraAbhinandan Mishra
Here are the steps to create the validation rule:
  1. Go to Setup > Object Manager > Lead > Validation Rules
  2. Click on "New" button to create a new validation rule
  3. Enter the name and description for the validation rule
  4. Write the formula to define the validation criteria, using the ISBLANK() and AND() functions:
AND(
ISBLANK(Lead__c.Disco_Meeting_Status__c), ISBLANK(Lead__c.Estimated_Usage_Volume__c), 
Lead__c.Lead_Status__c == "Converted" 
)

Provide an error message to be displayed if the criteria are not met.Save the validation rule.
This validation rule will ensure that leads cannot be moved to the "Converted" stage without the "Disco Meeting Status" and "Estimated Usage Volume" fields being filled in. The rule allows the lead to move to other stages without these fields being filled in.
Wild champWild champ
We are aware that you are a new member and want to help you make the most of your perks. Here are some pointers to start your personal health plan off the ground. If You Want Any More Valuable Info Check Here: Myhealthplanaccount.com