Validation Rule on Lead to check Annual Revenue Field before Lead Status Change to “Closed – Converted” Stage in Salesforce | Write a Validation Rule on Lead for the Annual Revenue Field is Mandatory before Lead Status Change to “Closed – Converted” Stage in Salesforce

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Hey guys, today in this post we are going to learn about How to Write a Validation Rule on Lead for the Annual Revenue Field is Mandatory before Lead Status Change to “Closed – Converted” Stage in Salesforce.

Validation Rules verify that the data a user enters in a record meets the standards you specify before the user can save the record. A Validation Rule contains a formula 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 details about Validation Rule, Click Here.

 

Final Output →

Note:: – You will get an email, so put correct email and mobile number and BEGIN YOUR JOURNEY from Today!

 

validation rule on lead to check annual Revenue field -- w3web.net

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  • Find the below steps ▾

 

Lead Settings

Step 1:- Require Validation for Converted Leads on Lead Settings

Make sure this setting is enabled, otherwise Validation Rule on Lead conversion will be ignored.

Follow the below steps to enable Lead Settings

Setup >> Quick Find >> Lead Setting

Note:: – You will get an email, so put correct email and mobile number and BEGIN YOUR JOURNEY from Today!
 
 

validation rule on lead to check annual Revenue field -- w3web.net

 

Annual Revenue Validation

Step 2:- 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 >> Annual_Revenue_Validation

Don’t forgot to make enabled Active of checkbox.

 

  1.    IF( ISPICKVAL( STATUS, 'Closed - Converted'), ISBLANK( AnnualRevenue ), NULL)

 

validation rule on lead to check annual Revenue field -- w3web.net

 

Set Error Message in Validation Rule

Step 3:- Set Error Message and Error Location in Validation Rule.

validation rule on lead to check annual Revenue field -- w3web.net

 

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FAQ (Frequently Asked Questions)

What is the validation rule on a lead object in Salesforce?

To enforce a Validation Rule when converting leads, you need to enable 'Require validation for Converted Leads. ' Note: If the 'Require validation for Converted Leads' setting is not available, please contact Salesforce Support to enable the 'Use Apex Lead Convert' permission.

Do validation rules get enforced on the lead conversion?

Validation rules are enforced on lead conversion for the Lead, Account, Contact, Opportunity objects. This is only true if the 'Require Validation for Converted Leads' setting is checked.

How do you bypass the validation rule during lead conversion?

When Lead convert if users choose Create New' then validation rule on lead needs to run if they choose 'Choose Existing' validation rule don't need to run. So i created check box on lead with unchecked. After that i created trigger to bypass validation rule.

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Note:: – You will get an email, so put correct email and mobile number and BEGIN YOUR JOURNEY from Today!
 
 
  

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Hi, This is Vijay Kumar behind the admin and founder of w3web.net. I am a senior software developer and working in MNC company from more than 8 years. I am great fan of technology, configuration, customization & development. Apart of this, I love to write about Blogging in spare time, Working on Mobile & Web application development, Salesforce lightning, Salesforce LWC and Salesforce Integration development in full time. [Read full bio] | | The Sitemap where you can find all published post on w3web.net