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This may seem like a no-brainer but I gotta ask, validation Rule question: I want to write a validation rule that states before an opportunity can go to Closed Won, there must be two specific contract roles defined on the opportunity. Can I write a formula that references a related list on an object? Because I'm trying to insert the field but I notice that Contact Roles is not available as a field.

 

I assume that this is because the reference is to a related list. And if so, any idea of a better solution? I thought about creating lookup fields for both of these on the object itself, but it seems redundant. 

1 comment
  1. Mar 26, 2021, 11:09 PM
    That won't be possible with a simple Validation Rule Formula due to the object relationships. You're gonna need to add a process or Flow, or Declarative roll-up to get the count of Contact Role records
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