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Murphman
Validation Rule Help!
I am trying to create validatin rule for the field called "Lead Source" Can anyone please help? I just want to make sure the the lead source field has be entered before my salesman convert to a opportunity.
Thanks
Brian
Okay 2 ways you could do it:
1. You could make it required using the Page Layout editor.
2. You could create a VR like this:
either way you owe me a beer!
All Answers
Do you need it only for converted Leads?
No after review I need it when the lead is created...
Okay 2 ways you could do it:
1. You could make it required using the Page Layout editor.
2. You could create a VR like this:
either way you owe me a beer!
Ok on the beer! What kind? it seemes to work fine!
Nectar of the Gods (and SFDC Admins) -> Pliny the Elder
Sounds great! Put it on my account for now!
Sorry, But need your help again. I have to change the validation rule to check when the lead is converted to a opportunity. We are in the proccess of adding the web to lead form on our website and the form will not create the lead unless the user enters a valid lead source. The customer in the website will never know the lead source.
Thanks Brian
So are you trying to write an exemption in the VR for Leads that come in via the Web?
Another option would be to just have your Webmaster hard go the Lead Source in the W2L Form and update a Lead.Source in SFDC
That is what we are trying to do but having problems? can you help? I guess I owe u a 12 pack!
Hi Murph, which one? (I proposed 2 solutions) the VR exemption, or the hard coded Lead Source in the W2L form?
The hard code in the form.
Thanks !!
**bleep**! I was afraid of that... okay I know about THIS -><- much HTML and even less Javascript. Bust basically what you need to do is add the Lead Source field when you genterate your W2L Code in SFDC. Then get the value for the default Source Code for Web Leads (if you don't have one, yuo'll have to add one). Then your web guy will just hardcode the correct Lead Source onto the webform on a hidden field. When the person clicks "submit" the SFDC W2L code should pass the value into SFDC and your new Lead should be fine.
Kinda like this: