즐겨찾기Pradhumna Patel (Infosys) 님이 Salesforce Developer/ Admin/ Consultant에 글을 올렸습니다 (최초 질문자: Pradhumna Patel)2022년 7월 25일 오후 2:17Pradhumna PatelOpportunity Stage Picklist Validation RuleI wanted to write a validation rule on Opportunity such that two profiles let say Global Elite User(ABC) and GLobal Finance User(EFG) should be able to change the Opportunity Stage (Picklist) if it is in the WON stage to LOST, CANCELLED, or IMPACT or IDEA or WIP, and IF Stage is equal to LOST, CANCELLED or IMPACT No One should be able to change the record. Another condition is if Stage is equal to IDEA or WIP a Global Sales Profile(QWE) as well as Global Elite User(ABC) and GLobal Finance User(EFG) should be able to change it to the WON stage but once it is in the WON stage Global Sales Profile should not be able to change it back to IDEA or WIP but Global Elite User(ABC) and GLobal Finance User(EFG) should be. @Steve Molis @Eric Praud @Eric Schubert더 보기댓글 추가댓글을 작성하세요...굵은 글꼴기울인 글꼴밑줄취소선불릿 기호 목록번호가 지정된 목록링크 추가코드 블록이미지 삽입파일 첨부링크 URL취소저장0/9000답글 쓰기
Pradhumna PatelOpportunity Stage Picklist Validation RuleI wanted to write a validation rule on Opportunity such that two profiles let say Global Elite User(ABC) and GLobal Finance User(EFG) should be able to change the Opportunity Stage (Picklist) if it is in the WON stage to LOST, CANCELLED, or IMPACT or IDEA or WIP, and IF Stage is equal to LOST, CANCELLED or IMPACT No One should be able to change the record. Another condition is if Stage is equal to IDEA or WIP a Global Sales Profile(QWE) as well as Global Elite User(ABC) and GLobal Finance User(EFG) should be able to change it to the WON stage but once it is in the WON stage Global Sales Profile should not be able to change it back to IDEA or WIP but Global Elite User(ABC) and GLobal Finance User(EFG) should be. @Steve Molis @Eric Praud @Eric Schubert더 보기