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Validation rule to prevent Creation of new Account on Lead conversion
How do I write a validation rule that would prevent users from creating a New Account while converting leads? We need them to select an existing account. My formula isn't really working, could someone show me a sample of what it needs to looks like?
Thanks a lot!
Thanks a lot!
Try Below
You can add a Validation Rule to the Account object with a Formula like this: make sure you enable Enforce Validation in the Lead Settings
Please Mark It As Best Answer If It Helps
Thank You!
All Answers
Try Below
You can add a Validation Rule to the Account object with a Formula like this: make sure you enable Enforce Validation in the Lead Settings
Please Mark It As Best Answer If It Helps
Thank You!
But this rule fires when a non-admin tries to create a New Account (separately, not while converting a lead). What changes can I make this rule?
You Can Remove System Admin Condition From validation