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Admin User perguntou em #Visualforce
12 de mar. de 2019, 22:37

Open Visualforce Form Before Closing an Opportunity

I want to be able to direct the user to a visualforce form before closing an Opportunity. Upon completing this form, I want the opp to complete its closing.

 

I'm relatively new to salesforce and salesforce development, but one alternative I considered is a validation rule that requires them to submit my form (and add a related custom object) before they are able to close the opp. This left me to add the form as part of a page layout or as a custom quick action. However, this is not ideal because I want the flow to be seamless for closing the opp. I want the form to be part of closing.

Is there a way to accomplish this?
1 resposta
  1. Abdul Khatri (MCIC Vermont Inc.)
    13 de mar. de 2019, 03:54

    Few design approaches I can think of are

    1. Do not allow user manually select Close Opportunity Status for closing the opp. Have a validation rule preventing them and in the rule, ask them to submit a form and at the end of the form submission through trigger close the opportunity automatically by update the Opportunity Status to Close.
    2. Another approach is to create a custom Save Button (bad bad approach) as you need to consider update case also.
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