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ellyB
Convert Leads with Restrictions
I am new to Salesforce and have looked for an answer on the blogs but can't seem to find one. I want to restrict a Lead from being converted until a certain percentage of the fields have been filled. I can set up a workflow rule based on this that alerts the person that the Lead is ready to be converted but that's not what I want.
I tried using Lead Processes and Record Typoes to use a different Page Layout where the Convert Button was hidden. But I can't see how to control which Page Layout is used based on my rule.
Has anyone done this and can offer me some suggestions? It would be greatly appreciated ;-) !!