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Ash HallettAsh Hallett 

Lead conversion Validation rule

Hi Guys,

I'm looking to create a validation rule that forces users to addFirst name, Last name, company and a phone number OR an email address before converting a lead in to an opportunity. At the moment I can only seem to create a rule that asks for both email AND phone number but I only want one of them to be required before converting.

Can anyone help me with where I'm going wrong? This is what I currently have......

AND( IsConverted, OR(

ISBLANK(FirstName),
ISBLANK(LastName),
ISBLANK(Phone),
ISBLANK(Email),
ISBLANK(Company)
)
)

 

Many thanks,

Ash

Best Answer chosen by Ash Hallett
ShashForceShashForce
Hi Ash,

This should help:

AND( IsConverted, OR(
ISBLANK(FirstName),
ISBLANK(LastName),
AND(ISBLANK(Phone),ISBLANK(Email)),
ISBLANK(Company)
)
)

If this answers your question, please mark this as the Best Answer for this post, so that others can benefit from this post.

Thanks,
Shashank

All Answers

ShashForceShashForce
Hi Ash,

This should help:

AND( IsConverted, OR(
ISBLANK(FirstName),
ISBLANK(LastName),
AND(ISBLANK(Phone),ISBLANK(Email)),
ISBLANK(Company)
)
)

If this answers your question, please mark this as the Best Answer for this post, so that others can benefit from this post.

Thanks,
Shashank
This was selected as the best answer
Ash HallettAsh Hallett

That's perfect! 

Thanks for your help Shashank!