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Hello! 

 

I need help with adding a Validation Rule to the Opportunity object. 

 

When creating a new Opportunity the owner is prompted to add the products related to the price book assigned to the Opportunity record. I want to make sure the opportunity can't be saved if no product is added and I created a validation rule with eh following formula

 

AND(

 

OR(

 

ISPICKVAL(StageName,"Defining Solution"),

 

ISPICKVAL(StageName,"Implementation"),

 

ISPICKVAL(StageName,"Request for Certification"),

 

ISPICKVAL(StageName,"Certification in progress"),

 

ISPICKVAL(StageName,"First Contact"),

 

ISPICKVAL(StageName,"Active"),

 

HasOpportunityLineItem = FALSE

 

))

 

The problem is that the validation fires before prompting users to add products and the user get stuck in the creation step. Any idea of how I cal let the validation rule work after the price book is shown?
5 answers
  1. Oct 26, 2020, 1:57 PM
    No problem Marina,

     

    Would you mind marking your question closed & resolved by clicking the Best Answer link on the solution.

     

    Thanks,

     

    SteveMo
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