Skip to main content
Topics#Sales And MarketingKristine Biederer의 질문
Kristine Biederer (Regis Technologies) 님이 #Sales And Marketing에 질문했습니다
2019년 7월 18일 오후 7:16

How can I limit who can change an opportunity's stage to won?

I have tried the below validation rule for both this profile and administrators, but it somehow opened it back up for my sales roles, too. 

 

AND( 

 

ISCHANGED(StageName), 

 

TEXT(StageName) = 'Purchase Order - Closed Won', 

 

$Profile.Name <> 'Contract Manager' 

 

)
답변 5개
  1. Steve Molis (You Owe Me a Beer, Inc.)
    2019년 7월 18일 오후 7:57
    Can you post a screenshot of the record you're using to test it?  

     

    Also double-check the spelling and the punctuation of the Stage Name and the Profile Name (your  formula needs to be an exact match)

     

    Try removing one line at a time and re-test the Rule

     

     
답변을 작성하세요...
0/9000