Hey guys, today in this post we are going to learn about Validation Rule on Lead to check “No of Employees” Field is Mandatory before change the Rating as “Warm” 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
No. of Employees 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 >> No_of_Employees_Validation
Don’t forgot to make enabled Active of checkbox.
IF( ISPICKVAL( Rating, 'Warm'), ISBLANK( NumberOfEmployees), NULL)
Set Error Message in Validation Rule
Step 3:- Set Error Message and Error Location in Validation Rule.
How do I check if a field is required in Salesforce?
Just need to go to Schema Builder and select the object. The list of fields can be scrolled through. The Required fields have a red mark on them.
Can we make formula field required in Salesforce?
It's possible to conditionally make a field required by using a validation rule. The following Validation Formula can be used as a reference. This will give an error message if 'Test' has no value when Account Market is 'Corporate'.
How do you show a field is required?
How to indicate a required field. Provide the required text in the label. Provide a graphic * image in the label with appropriate alt text. Providing a star (asterisk) symbol.