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Validation rule not firing when converting Leads

Publiseringsdato: Apr 2, 2026
Beskrivelse

To enforce a Validation Rule when converting leads, you need to enable 'Require validation for Converted Leads.'

Note: If the 'Require validation for Converted Leads' setting is not available, please contact Salesforce Support to enable the 'Use Apex Lead Convert' permission.

Løsning

Enable 'Require Validation for Converted Leads' in Salesforce Classic

  1. Go to Setup | Build | Customize | Leads | Lead Settings.

  2. Click Edit.

  3. Select Require Validation for Converted Leads.

  4. Click Save.

Enable 'Require Validation for Converted Leads' in Lightning Experience

  1. Click gear icon then Setup.

  2. On the Home Tab, look for Feature Settings | Marketing | Lead Settings.

  3. Click Edit.

  4. Select Require Validation for Converted Leads.

  5. Click Save.

Flere ressurser

To learn more, please review:
Enable 'Use Apex Lead Convert
Validation Rule Considerations   

Knowledge-artikkelnummer

000386058

 
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Salesforce Help | Article