Skip to main content
Topics#Data ManagementNick Meyer의 질문
Nick Meyer 님이 #Data Management에 질문했습니다
2017년 3월 23일 오후 9:14

Validation Rule or other to require attachment before "closed won" opp???

I want to require my sales reps to include an attachment before moving an opportunity to "Closed Won".  What is the best way to accomplish this?
답변 15개
  1. Steve Molis (You Owe Me a Beer, Inc.)
    2017년 3월 23일 오후 9:39
    Which edition of SFDC are you using?

     

    I've built something like this using the Process Builder and a custom Checkbox field on the Opportunity and a Validation Rule like this:

    AND(
    ISCHANGED(StageName),
    TEXT(StageName) = "Closed Won",
    Contract_Attached__c = FALSE
    )

    The key is that the Contract file needs to be attached via Chatter.  

     

    Using the Process Builder you can have a Chatter Feed Item kick off the Process. 

     

    Then in your Process evaluate the Feed item: Content Type,  Title, or Body for the word "Contract"

     

    Which edition of SFDC are you using?

     

    If it meets those criteria the Process Builder will update the Contract Attched checkbox from FALSE to TRUE (checked) 

     

     
답변을 작성하세요...
0/9000