Validation Rule on Lead to check “No of Employees” Field is Mandatory before change the Rating as “Warm” in Salesforce | Write a Validation Rule on Lead for the “No of Employees” Field is Mandatory before change the Rating as “Warm” in Salesforce

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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 →

validation rule to check no of employees -- 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

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

 

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.

  1.    IF( ISPICKVAL( Rating, 'Warm'), ISBLANK( NumberOfEmployees), NULL)

validation rule to check no of employees -- w3web.net
 

Set Error Message in Validation Rule

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

validation rule to check no of employees -- w3web.net
 

FAQ (Frequently Asked Questions)

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.

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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