Lead Conversion – How to Validate Lead Fields Before ‘Convert’ Button is Clicked?

convertlead-conversion

So,
we have several lead fields, that are only needed upon conversion. There are fields mappings for these fields, which populate correctly on the account/oppty new/converted records.
However, they are not mandatory on the lead object.

My thought was to do a validation check on the lead fields before the user clicks on the convert button.

I do not want to create a custom convert button.

What are my options?

Best Answer

You can use first enable Require validation for Converted Leads setting under lead setting.

Then you can use IsConverted field on lead to check required fields on leads.

A sample example would be:-

AND(
IsConverted = TRUE,
OR(
   ISBLANK( your_required_field1__c ),
   ISBLANK( your_required_field2__c )
  ) 
)
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