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Validation rule not firing when converting Leads

Publiceringsdatum: Apr 2, 2026
Beskrivning

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.

Lösning

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.

Ytterligare resurser

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

Knowledge-artikelnummer

000386058

 
Laddar
Salesforce Help | Article