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Topics#Sales And MarketingJordan Sternberg's Question
Jordan Sternberg asked in #Sales And Marketing
May 16, 2015, 4:52 AM

Making a Account field mandatory when an opp achieve a 40% probability

Hi Everyone,

 

I am trying to figure out how to make an account mandatory when an opportunity hit 40% or more probability that it will close. Any suggestions or ideas would be greatly appreciated!

 

Thank you!

 

Jordan 
9 answers
  1. Mayank Srivastava (eVerge Group)
    May 16, 2015, 6:14 PM

    Try this:

    AND(
    Probability >= 0.4,
        OR (
             INCLUDES(Account.Insurance_Carrrier__c , "Unknown"),
             ISBLANK(Account.Insurance_Carrrier__c)
        )
    )

     

     
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