PDI · Question #84
The sales management team at Universal Container requires that the Lead Source field of the Lead record be populated when a.. converted. What should be done to ensure that a user populates the Lead…
The correct answer is B. Use a validation rule. To ensure the 'Lead Source' field is populated before a Lead is converted, a validation rule should be implemented.
Question
The sales management team at Universal Container requires that the Lead Source field of the Lead record be populated when a.. converted. What should be done to ensure that a user populates the Lead Source field prior to converting a Lead?
Options
- AUse a formula field.
- BUse a validation rule.
- CUse Lead Conversation field mapping.
- DCreate an after trigger on Lead.
How the community answered
(29 responses)- A7% (2)
- B90% (26)
- C3% (1)
Why each option
To ensure the 'Lead Source' field is populated before a Lead is converted, a validation rule should be implemented.
A formula field displays a calculated value but cannot prevent a record from being saved or an action from being performed based on its value being empty.
A validation rule is the appropriate declarative tool to enforce data quality and prevent users from saving records or performing specific actions, such as converting a Lead, if the 'Lead Source' field is blank, prompting them to populate it.
Lead Conversion field mapping defines how fields from a Lead record map to fields on other objects during conversion; it does not enforce data entry on the Lead itself prior to conversion.
An after trigger on Lead could be used, but it's a programmatic solution (Apex) which introduces higher maintenance overhead compared to a declarative validation rule for this straightforward data entry requirement.
Concept tested: Validation Rules for data enforcement
Source: https://help.salesforce.com/s/articleView?id=sf.validation_rules_overview.htm&type=5
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