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I'm trying to create a validation rule within OPPORTUNITY that does not allow the opportunity to be saved with the AMOUNT field left blank.   My syntax is correct, but the error message comes up when converting the lead to an opportunity instead of within the newly created opportunity.    I've checked off the box to place message under the AMOUNT field, but instead it places under the CONVERT STATUS field on  the CONVERT page. 

 

I'm sure there is an easy solution, but I can't find it yet.  I appreciate any help.  Thanks.
6 Antworten
  1. 21. Dez. 2011, 16:20

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    Validation Rule Edit

    Example:Discount percent cannot exceed 30% This message will appear when Error Condition formula is true *Error Message

     

    To save a new Opportunity. The forecasted $ amount needs to be greater than $0. If you do not know at least the ballpark range for sales, it is not yet an Opportunity, but a lead that requires further qualification.

        This error message can either appear at the top of the page or below a specific field on the page Error Location

     

    Top of Page Field Account NameAmountATMClose DateCoffeeCredit Application ReceivedDescriptionExpected RevenueForecast CategoryLead SourceNext StepOpportunity NameOpportunity OwnerPartsPayment TermsPrimary Campaign SourcePrivateProbability (%)QuantityStageSynced QuoteType

    _img src="

    https://na1.salesforce.com/s.gif

    " /_

    Display your error message next to the field the user should correct. If your validation rule checks several fields, display the error message at the top of the page.

     

    I'm doing this within the Customize>Opportunity>Validation Rules

     

    The formual I entered is below.    Did I need to add more?    

     

    ISBLANK (Amount)
0/9000