Hey guys, today in this post we are going to learn about How to Write a Validation Rule on Lead for the “SIC Code” Field is Mandatory before Product Interest Change to “GC5000 series” 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 →
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- Find the below steps ▾
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
SIC Code 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 >> SIC_Code_Validation
Don’t forgot to make enabled Active of checkbox.
IF( ISPICKVAL( ProductInterest__c, 'GC5000 series'), ISBLANK( SICCode__c), NULL)
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 validation rule on web to lead Salesforce?
How to make a field required from the web to lead form. If the validation is done within Salesforce, any forms submitted will be rejected by the database if they do not meet the validation rule criteria. This would prevent the record from being saved correctly.
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.
How do you validate leads?
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.