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Topics#Data ManagementNick Meyer's Question
Nick Meyer asked in #Data Management
Mar 23, 2017, 9:14 PM

Validation Rule or other to require attachment before "closed won" opp???

I want to require my sales reps to include an attachment before moving an opportunity to "Closed Won".  What is the best way to accomplish this?
15 answers
  1. Steve Molis (You Owe Me a Beer, Inc.)
    Mar 23, 2017, 9:39 PM
    Which edition of SFDC are you using?

     

    I've built something like this using the Process Builder and a custom Checkbox field on the Opportunity and a Validation Rule like this:

    AND(
    ISCHANGED(StageName),
    TEXT(StageName) = "Closed Won",
    Contract_Attached__c = FALSE
    )

    The key is that the Contract file needs to be attached via Chatter.  

     

    Using the Process Builder you can have a Chatter Feed Item kick off the Process. 

     

    Then in your Process evaluate the Feed item: Content Type,  Title, or Body for the word "Contract"

     

    Which edition of SFDC are you using?

     

    If it meets those criteria the Process Builder will update the Contract Attched checkbox from FALSE to TRUE (checked) 

     

     
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