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Topics#Sales And MarketingPregunta de Anjana Abhin
Anjana Abhin (Capgemini) ha preguntado en #Sales And Marketing
5 may 2015, 5:01

Opportunity page is not allowed to be edited except by a System Administrator if Opportunity Stage is "Lost-AE Nurture" for 90 day or longer. As well as switch the Stage to "Lost".

Hi ,

 

I need to create a rule saying that if an Opportunity has been in Stage "Lost-AE Nurture" for 90 day or longer then the Opportunity page is not allowed to be edited except by a System Administrator Profile. As well as switch the Stage to "Lost".

 

I have Written  a Validation Rule on Opportunity object that will not allow the users to edit opportunity that is in Lost - AE Nurture stage for 90 days or more.

 

But how can i switch the Stage to "Lost".

 

Can you  tell me how can i do this ??

 

Thanks ,

 

Anjana
3 respuestas
  1. Marija Jovanovic (Salesforce)
    21 may 2015, 21:50
    Hello Anjana,

     

    The community has provided you with some great suggestions and guidance. 

     

    ​​

     

    I hope you were able to get this resolved. 

     

    ​​

     

    Please take a moment to mark the most helpful post as "Best Answer" to close off this string and help others in the community with similar questions.  Should you require additional help, please do not hesitate to ask.

     

    Thank you all for your contribution to Success Community.
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