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jgoehring Validing Lead information on Conversion but not on Save
Great people and answers in this forum. I hope you can help me.
I want to validate data when a user tried to convert a lead into an opportunity but I still want them to be able to save the lead. In other words, I don't necessarily want to make these fields required. Does someone have a suggestion on how to do this?
Looks like you are interested to validate if the fields are filled in only when the User tries to convert the Lead. Till then you want the User to save the record with out issues.
Did you try creating a Validation Rule saying Field 1/2/3/4 cannot be null when the Lead status is changed to Qualified or Converted ? When the Lead is converted, you can check many things.
1. Status is Converted
2. Id fields are filled in (Converted Account Id / Converted Contact Id / Converted Opportunity Id etc)
If this help, please mark the answer. Thus helping others looking for similar question.