The VR needs to be on the Opportunity and it needs to enforce proper use of Opportunity Type of either "New Sale" or "Expansion Business." It needs to do so by knowing the platform (our company has 7 platforms that a customer can be on) the Account is on and the Opp Owners "Sales Reporting Group" which is identified on the User record and is one of the 7 platforms.
We identify an Account by the Platforms we sell. So an Account could be just Account.CustomerOfPlatformA__c or they could be a combination of the 7 Account.CustomerOfPlatformA__c and Account.CustomerOfPlatformB__c and maybe Account.CusotmerOfPlatformF__c.
Account.CustomerOfPlatform__c A, B, C, D, E, F and G are all checkboxes. Opportunity Type is a picklist with values "New Sales" and "Expansion Business." Sales Reporting Group on the User record is a picklist of values "Platform A", "Platform B", "Platform C", "Platform D", "Platform E", "Platform F" and "Platform G",
So the VR rule needs to say if Account.Customer is one of the platforms (example - Account.CustomerOfPlatformA__c and SalesReportingGroup = Platform A then make sure they can only select Opportunity Type "Expansion Business.") and the same Sales Reporting Group validate that only Opportunity Type "Expansion Business" is selected but if Sales Reporting Group is "Platform A" but the Account.CustomerOf any other of the platforms (not Platform A) then the VR needs to validate that only Opportunity Type "New Sale" is selected.
Hope this is clear becuase it confuses the heck out of me. :)
13 answers
Thanks for the first try BG. Did I mention that Account.CustomerOf__c is a checkbox, SalesReportingGroup__c is a picklist and Opportunity.Type is a picklist?
Essentially I need the VR to enforce the right Opportinity.Type value.
If Account.CustomerOfPlatformA__c and SalesReportingGroup__c="Platform A" make sure to enforce Opportunity.Type = "Expansion Business" by giving an error message if Opportunity.Type = "New Sale" is selected and saved.
