• Brad Satterwhite 7
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I have a validation rule set to run that will prevent my team from converting a lead without the necessary information (see below). I want to allow them to convert the lead, though, if the Lead Status is equal to "Existing Customer". I also want all "Sales Admins" (Profile) to be able to convert while ignoring this validation rule.

How do I add those two exceptions to this rule?

AND(IsConverted, 
OR( 
ISBLANK( TEXT(LeadSource) ), 
ISBLANK( TEXT(Industry) ), 
ISBLANK( TEXT(Number_of_Agents__c) ), 
ISBLANK( Weekly_Volume_Tickets_Cases__c ), 
ISBLANK( TEXT( Email_Ticketing_Social_Platform__c )), 
ISBLANK( State), 
ISBLANK( Country)), 
NOT($Setup.Admin_Settings__c.Bypass_Validation__c) 

)
I want to make my SDRs fill in basic qualification info on the Lead Page before they convert the lead so that the information gets mapped to the account/contact/opp. Can I make certain fields required before they can convert a lead?
What workflow rule do I run to populate a currency field with the value from another currency field on the same object (opp page)? 

Tried using TEXT () and VALUE () but kept getting errors.
What workflow rule do I run to populate a currency field with the value from another currency field on the same object (opp page)? 

Tried using TEXT () and VALUE () but kept getting errors.