Tag: Lead

How To: Improve Your Lead Conversion Data Validation

Posted on by Chris

It can sometimes be tough to get the balance of data validation just right on the lead object in Salesforce. By its very nature it’s a temporary, transient object designed for pre-qualifying a contact, organisation or enquiry, and many of them never go anywhere – so you don’t want to be too heavy-handed with validation rules. Read more about How To: Improve Your Lead Conversion Data Validation[…]

How To: Convert Leads with Pending Workflow Actions

Posted on by Chris

Does the above error look familiar? If not, I envy you! For those of us who have set up an awesome time-based workflow on the lead object, only to find out later that leads with pending workflow actions cannot be converted, it can be very frustrating. Here’s just one recent example from the Answers community: Sure, an admin Read more about How To: Convert Leads with Pending Workflow Actions[…]