With this Swantide Workflow, ensure reps are entering in vital fields prior to converting them.
For example say that I want to ensure that reps are entering in the Lead's Budget, Email, and Lead Source prior to converting them.
Then in the Swantide App my variable inputs would look like the below screenshot. You can also customize what the Error Message will be when the Validation Rule is triggered.
When I am in Salesforce and if a rep were to convert a Lead and the Lead's Budget, Email, and Lead Source were to be blank, then the rep will get the following Error Message displayed at the top.
Please be mindful of any Salesforce flows or 3rd party integrations that also convert leads, as this validation rule will be applied to those items and therefore you will want to update those items as well prior to enabling this workflow.
