Hey guys, today in this post we are going to learn about Validation Rule on Lead to check “Rating” Field is Mandatory before change the Lead Status work in “Closed – Converted” Or “Closed – Not Converted” 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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- 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
Rating Field 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 >> Rating_Field_Validation
Don’t forgot to make enabled Active of checkbox.
ISPICKVAL( STATUS, 'Closed - Converted'),
ISPICKVAL( STATUS, 'Closed - Not Converted')
Set Error Message in Validation Rule
Step 3:- Set Error Message and Error Location in Validation Rule.
What is the validation rule for lead status?
Validation Rules work by preventing a record from saving if specified criteria are met. First, you must determine what information a Lead must have before its status can be updated. Then, create your rule to enforce that!
What is validation rule for rating in Salesforce?
Validation rules are business rules that ensure the accuracy and integrity of your Salesforce data before it is saved. They check if the data entered by users meet the standards set by your organization before the records can be saved.
What is the role of lead validation?
Lead validation is crucial for effective internet marketing management; without it, companies can neither accurately evaluate the results of, nor efficiently improve, their SEO, PPC, display advertising, email, content marketing and social media campaigns.