I want validation rule on account object. Its a professional edition. When lead converts into account I am checking Client__c field.
I want validation rule on account so that if that account is created by lead conversion and client is equal to true then account address is manadatory. I am getting validation error on lead conversion page rather than account page.
AND( ISBLANK(BillingAddress), NOT(ISNEW()), Client__c = TRUE)
14 Antworten
Hi Satakshi,
Instead of Updating the Client Field from the Process Builder you can do the below things to avoid the Error.
1- Create a Checkbox field on the Lead object and make it checked by default. Also, do not add this field to the layout so that no user can see the same.
2 - Then map this newly Created Fied with the Client field of the Account from the Lead Mapping Setting.
To map the Fields
Setup -> Customize -> Leads -> Fields -> Scroll down to Custom Field Section -> Map Lead Fields -> Then map Lead field with Account Field
This will do the trick.
Regards,
Amit
