Hi all,
I want to prevent users from changing Account name and address. I tried using a validation rule, but that is interfering with Lead conversion.
Any ideas on how I can achieve?
2 respostas
Hi Sole,
You coudl use a workaround:
Create a checkbox on Leads (default to true) and hide it from the page layout
Create the same chekcbox on Accounts (default to false) and hide it from the page layout
Map the 2 chekcboxes for lead conversion
Add a condition in your validation rule so it only triggers when the chekbox is false.
Now create a workflow rule on Accounts (it's important it's a workflow, not a process builder, flow or code) that will update the checkbox to false if it's set to true.
