When Convert A Lead To Opty In Outlook, Account Not Mandatory

(Doc ID 2076612.1)

Last updated on MAY 23, 2016

Applies to:

Oracle Fusion Sales Cloud Service - Version and later
Information in this document applies to any platform.


On : version, Microsoft Outlook

When converting a Lead, a Validation process failed to check if the Account field is properly filled

On vanilla environment creating a new Lead will trigger Validation process which block the creation when these 3 fields are not filled : Account Name, DealSize, Product Name

The issue can be reproduced at will with the following steps:
1. in Outlook, create new Lead
2. Fill only the name of the Lead
3. Click Save
4. Try to convert new Lead to Opportunity - - Popup error prevent the Lead to be created with empty fields: Account Name, Deal Size and Product Name
5. add values only to DealSize and Product Name
6. Convert again to Opportunity
7. Lead was converted on Outlook without AccountName

The issue has the following business impact:
Due to this issue, users cannot synchronize successfully as The Account Name empty field in Opportunity will generate error


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