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I need to require that users with our "Sales User" profile fill out a specific set of fields when the move an opportunity in to our "Closed Won" stage.  Other users/profiles will not have this requirement. 

I have other similar versions of this rule for a single field for all users and it works, but for this exercise, I need to account for 9 required fields and only with a specific profile.  My formula is not returning errors, but when I tested this with a Sales User, SF did not require them to fill out the fields.  I did change their profile moments before asking them to test.  Do Profiles take a few minutes to reflect a change.  (Yes - I did have them sign out, changed the profile, then had them sign back in.)

My current validation rule formula is:

AND(

CASE( StageName ,

"Closed Won", 1 ,

0 ) = 1 ,

ISBLANK( Vendor_Rep__c ),

ISBLANK( Vendor_Rep_Help__c ),

ISBLANK( Business_Challenges__c ),

ISBLANK( Business_Win_Process__c ),

ISBLANK( Key_Takeaway__c ),

ISBLANK( Solution_Search__c ),

ISBLANK( Competition__c ),

ISBLANK( Overcoming_Competition__c ),

ISBLANK( Implementation_Details__c ),

$Profile.Name = "Sales User"

)

Thanks for the help!
1 件の回答
  1. 2023年11月15日 19:41
    Thanks you so much!  This worked.
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