Skip to main content

Hey SF Fam!

 

Question for today:

 

Is there a way to restrict Users from creating NEW Opportunity if 3 particular fields on the Account are not yet entered? If so - HOW? 

11 respostas
  1. Steven Trumble (Strum Consulting) Forum Ambassador
    5 de fev. de 2024, 15:17

    AND(

    ISNEW(),

    OR(

    Record_Type_for_DS__c = 'Material Bank',

    ISBLANK(TEXT(Account.MB_NA_Sales_Grouping__c)),

    ISBLANK(TEXT(Account.Manufacturer_PRIMARY_Material_Category__c)),

    ISBLANK(Account.Segment_Verified_By__c)

    )

    )

    What field type is Record_Type_for_DS__c?

0/9000