[SalesForce] Validation Rule on Lead Conversion

I have a validation rule on Opportunity that I want to fire only when a new opportunity is created without Lead Convert process.
It should not fire when an opportunity is created using Lead conversion.

I created a field on Opportunity 'Converted LeadID' which I am setting when the lead is getting converted (using a Process Builder).
And using this field in the Validation rule to distinguish between an opportunity created via conversion process and without-conversion process.

But it doesn't work. Validation Rule is firing every time. Seems like Converted LeadID gets updated after the validation rule.

How can I address this? (am using Professional edition)

Below is the rule

ISBLANK(Converted_LeadID__c)

Best Answer

If you use process builder to set Converted_LeadID__c the VR is executed after the field is filled. So I think that your problem is maybe a problem with your "OR" and "AND" logic in your Validation Rule. Please share with us your complete validation rule.

You must write your VR like that :

ISBLANK(Converted_LeadID__c) AND ( [Paste here your previous VR content] )

Related Topic