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Adriana Smith (TWG Plus) 님이 #Data Management에 질문했습니다
Trying to create a validation rule where an opportunity can only be created through a lead conversion if the opp type field= New, Upsell.  Here's my rule:

 

AND(

 

ISPICKVAL(Type , "New", Upsell"),AND( Converted_from_Lead__c = false)

 

It's not working... Help?
답변 9개
  1. 2017년 1월 12일 오후 9:17
    My bad, I though you wanted it on Renewals, here you go

     

     

    AND(

    ISNEW(),

    CASE(Type,

    "New" , 1 ,

    "Upsell" , 1 ,

    0 ) = 1 ,

    Converted_from_Lead__c = FALSE

    )

     

     
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