Hi Salesforce community,
I'm trying to set up a validation rule to require certain fields to be populated (not blank/null) in order to allow the lead to be converted into an Opportunity of a specific record type. If you see my history of questions, you know validation rules are my Achilles heel :)
Here are the fields on the lead (all are number fields):
Brand_LeadScore__c Budget_LeadScore__c
Company_LeadScore__c
Complexity_LeadScore__c
Contact_LeadScore__c
FormQuality_LeadScore__c
RCSIndex_LeadScore__c
Referral_LeadScore__c
And the record type label is New Business and ID is 0125f0000008tBuAAI.
Could anyone help with the syntax? Again, those fields need to have a value in them prior to converting the Lead to an Opportunity with Record Type = New Business.
Thanks all!
Tim
Hi Keiji,
Thanks so much for the suggestion, however it seems that the RecordType.Name reference isn't available within the validation rule builder. The only reference to the future opportunity is ConvertedOpportunityId but we can't reference any fields through it. I think I have a potential workaround though - since these scoring fields also exist on the New Business Opportunity, could you help me structure the VR to exist on the New Business Opportunity instead?
Basically, just want to require these fields to be populated when Opportunity.RecordType.Name = "New Business". I think that will meet this requirement since Opp's being created on their own is no different from when they are created from the conversion of a Lead.
All the best and thank you again!
Tim
