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3 replies

Validation rule when converting a lead

Please help anyone.
 
When a salerep converts a lead, he is presented with two options, Qualified or Unqualified, whereby it then either creates an opportunity or not, and moves the lead into an account/contact.
 
What I am trying to enforce is that when the rep converts the lead and selects "Unqualified", that it checks the field "reason_for_no" to make sure there is data in the field. 
 
I tried from examples so I have no idea if I even came close with the example below.  I keep getting errors.
 
 
AND (
    ISPICKVAL( IsConverted , "Unqualified"),
 ISNULL(  Reason_for_Unqualified__c, ""  ))
  • March 09, 2007
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20 replies

Duplicating a field using a field formula

My organization has a small problem and we are looking for a solution to fix this issue. On the lead side we collect information in a particular field, and we would like to map this information to both the contact and the opportunity record upon converting.

As far as we are aware, SFDC does not allow duplicate mapping to occur. If I am wrong in this, please let me know and explain how I can make it happen. Our thought is then to create a 2nd custom field with a field formula that looks something like (field2 = field1) so that when we convert we can just map it to 2 locations.

Can anyone shed some light on this, and provide some assistance on how to solve this problem.