The convert button on Leads should NOT appear until the Lead Status picklist is set to Qualified. What should an app builder suggest to meet these requirements?
A.
Picklist dependency, page layouts, record types
B.
Process Builder field update, quick action, record type
C.
Page layouts, record types, Process Builder field update
If anybody is wondering why Process builder field update is included,
I guess there will be a process invoked when status is set to qualified it updates the record type field to the one associated with the page layout including the button.
D
An app builder can meet these requirements by creating a custom button that replaces the standard convert button on the lead layout. This custom button should be made visible only when the lead status picklist is set to "qualified" using a validation rule.
Additionally, record types can also be used to restrict the visibility of the custom button to specific profiles, so that only authorized users will be able to see the custom button and convert leads that have been qualified.
This way, the custom button will only be visible when the lead status is "qualified" and the user has the appropriate record type, so they will be able to convert the lead with the confidence that it has been qualified.
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