I need to introduce some simple validation on the Convert button on the Lead object. I have two fields that each need to have a particular value (Lead Status must be Closed- Converted, and a custom picklist field Membership Level must a value chosen)
I understand that this can (should) be done using a trigger, but I'm afraid I don't know how to do that.
I work for a non-profit and we're implementing this ourselves, so would really appreciate some help please.
(My skills are confined to having attended the Admin Essentials course)
Thanks in advance
Ideas is active in my developer account. And I've checked the boxes I can for Ideas in the Sites profile area, but I'm not getting visibility to it.
So it must be something that I have to do in my developer account.
Any thoughts appreciated.