Hey guys, today in this post we are going to learn how to write a Validation Rule on Lead to check Phone Field Mandatory if Lead Source is Other in Salesforce.
A validation rule can contain a formula or expression that evaluates the data in one or more fields and returns a value of “True” or “False”. Validation rules also include an error message to display to the user when the rule returns a value of “True” due to an invalid value. To know more about Validation Rule, Click Here.
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- Find the below steps ▾
Phone Field is Mandatory if Lead Source is Other Validation
Step 1:- Create a validation rule in Lead using Error Condition Formula.
Follow the below steps to create validation rule on Leads
Setup >> Object Manager >> Lead >> Validation Rule >> LeadSource_Other_Validation
Don’t forgot to make enabled Active of checkbox.
IF( ISPICKVAL( LeadSource , 'Other'), ISBLANK( Phone ), FALSE)
Set Error Message in Validation Rule
Step 2:- Set Error Message and Error Location in Validation Rule.
Is lead source restricted in Salesforce?
In Salesforce, Lead Source is a picklist field that can be set as restricted if you're trying to maintain consistent values. However, this will no doubt cause sync errors with AE, because of the more-automated way AE populates the source field.
Is lead source a standard field in Salesforce?
Lead Source is a special field that has been deliberately engineered a certain way in Salesforce. The key to understanding how Lead Source works with Account Source and Opportunity Lead Source, is to look at lead conversion.
How do I skip mandatory fields in salesforce?
In FIlter Search By, select Object, then choose the Account object. For the action, select the bypass quick action that was earlier created on your object. And lastly, for the Related Record ID value, choose the id field of the object you are bypassing. Now save your action and activate your process builder.