Validation Rule on Lead to check Phone before Lead Source Change to “Phone Inquiry” in Salesforce | Write a Validation Rule on Lead for the Phone Field is Mandatory before Lead Source Change to “Phone Inquiry” in Salesforce

Hey guys, today in this post we are going to learn about How to Write a Validation Rule on Lead to check Phone before Lead Source Change to “Phone Inquiry” 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.

 

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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

 

Phone 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 >> Phone_Validation

Don’t forgot to make enabled Active of checkbox.

 

🚀 Get Source Code

 

Set Error Message in Validation Rule

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

 

Further post that would you like to learn in Salesforce

 

What is the phone number validation method?

The first digit should contain numbers between 6 to 9. The rest 9 digit can contain any number between 0 to 9. The mobile number can have 11 digits also by including 0 at the starting. The mobile number can be of 12 digits also by including 91 at the starting.

What is the validation rule in leads?

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'.

What is lead model of validation?

Validating your lead scoring model is essential to ensure it is based on reliable and relevant data, and that it matches your expectations and assumptions. To do this, you must audit your data sources and quality, making sure there is enough data to score your leads and that it is accurate and up-to-date.