Hi,
I need help to create a validation rule where I can prevent users from making any changes in the stage after it is set as a Closed won/Closed Lost.
Let's say the record is on other stages rather than the Closed Won stage. I want to allow users to close the stage or change to any other stages but once it is marked as Closed won or Closed Lost, they should not be able to make any changes.
Please see below the code I am trying to use:
AND( ISCHANGED( StageName ),
TEXT(PRIORVALUE(StageName)) = 'Closed Won',
$Profile.Name <> "System Administrator" )
)
This code hits the snag when I change to other stage choices like from Demo to Prospecting.
Hi there,
Check this article you will find the exact formula by Salesforce help doc only:
https://help.salesforce.com/s/articleView?id=000324392&type=1