In our Salesforce process, our Opportunities have a custom Picklist field called 'Vertical' to track the industry segment of each Opportunity. I'm trying to make this a required field.
I'd like to keep other validation rules active (e.g. ensuring the Account field is properly populated, and that the Record Owner is properly specified), so I'm hesitant to work around the issue by changing the Lead Setting disabling validation rules, required fields etc. upon conversion.
I created this Validation Rule:
ISPICKVAL(Vertical__c, "")
However, with this rule in place, attempting to convert a Lead fails because the 'Vertical' Picklist has not been assigned a value. I don't want to give the 'Vertical' Picklist a default value, as that defeats the purpose of having reps select the right Vertical for each Opportunity.
Is anyone aware of a way to make this a required field for reps without breaking the Lead Conversion process?
Best Answer
The way to work around this is to have
Is_lead__c
(boolean) - default trueis_originated_by_lead__c
in the Lead Field mappings dialogEnhance your validation rule to be