I need to have either required fields or validation rules set for four fields on my leads in order to prevent users from converting the lead with the fields blank. The fields consist of two picklists, a number, and a currency field. The required field option has been working great for this.
My problem is when I mass import leads into salesforce using dataloader.io, I need to have values in the fields in order to import. My first response was to uncheck all the required field boxes and run the imports. This got the leads into my salesforce, however when I check the required field boxes again and try to open an imported lead I get an error. Looks like there's a problem. I can then refresh the page and the lead will display for me, but I have to do that with every lead I imported. It is an inconvience for me, however my users will see it as unusable.
I need some help on how to address this problem. Any help is appreciated.
5 respostas
Trevor try to add the required fields in the page layout and not in the field security and not in required field creation. This allow to the dataloader to upload the data without disabling every time the fields . see these success answers:
https://success.salesforce.com/answers?id=9063A000000eBg6QAE
https://success.salesforce.com/answers?id=90630000000hoc7AAA
