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Joe Davolda
Apex Trigger - Leads & activities
Hi,
I don't have much developer or coding knowledge.
How can I prevent lead conversion whenever this lead has no activity with the custom field conversation__c checked ?
Appreciate it.
I don't have much developer or coding knowledge.
How can I prevent lead conversion whenever this lead has no activity with the custom field conversation__c checked ?
Appreciate it.
1. Enable "Require Validation for Converted Leads" option in Lead Settings. This will fire validation rules, workflows, triggers etc. Please read documentation and evaluate risks of enabling it because this may fire unwanted stuff and take counter measures for it.
2. Create a validation rule with your criteria like this. In my case, I am preventing conversion of Cold leads.
you can create Validation rule with the below condtion
IsConverted == true && conversation__c == false
If the conversion check box will be false it will show error.
Try this if you find useful.
Thanks
Ajay Mishra
Email: mishraajay.m1@gmail.com