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Admin Group, lucknow, IN
Hi All,
I need help creating a validation rule, where if the Type = New Logo
and the Opportunity stage = Closed Won Pending.
Here are six fields -
Platform__c
Ease_Of_Use_W__c
Customer_Service_W__c
Price_W__c
Solution__c
Any of them should be filled with a value, it should not be blank. If blank it should give error that any of the fields should be updated with the value.
@Who owes me a beer?!?@* Sales Cloud - Getting Started *@* Sales Cloud - Best Practices *@Admin Group, lucknow, IN@Trailblazer Community Cove
47 answers
Try something like this
AND(
TEXT( Type ) = 'New Logo',
ISCHANGED( StageName ),
CASE(StageName,
'Closed Won Pending',1,
'Closed Won',1,
0 ) = 1
OR(
ISBLANK(Platform__c) ,
ISBLANK(Ease_Of_Use_W__c),
ISBLANK(Customer_Service_W__c),
ISBLANK(Price_W__c),
ISBLANK(Solution__c)
)
)
Hi Team,
Using standard/custom (without apex, trigger, vf pages) can we make fields under a section available to edit? Kindly guide me.
We have a section called Win Reason and there are a few fields. Basis Opp stage- closed won pending. I want the section to be made available for editing/ updated.
Or
can we make a validation rule, if the type is new and the stage is XYZ, only a few people (profiles) can edit the fields.
Looking forward for some guidance.
@* Sales Cloud - Best Practices *
5 answers
Ravindra Sharma (System Administrator at Compliance Quest) Hi. Dynamic Forms, where you can control field visibility based on criteria, sounds like what you need to explore using.
Hi All,
Need help to track the aging of an opportunity as per stages and need to update a field if it's in the given period in Green, if it goes beyond then it should be highlighted with yellow and if its beyond that then it should be Red.
Here is the requirement:
Add a new section in the Opp record that tracks the following:
- B Stage Velocity – This should track the aging of how long it sat in this stage. Compare this to the standard and display this value as Green, Yellow or Red
- BA Stage Velocity - This should track the aging of how long it sat in this stage. Compare this to the standard and display this value as Green, Yellow or Red
- AB – Proof Stage Velocity - This should track the aging of how long it sat in this stage. Compare this to the standard and display this value as Green, Yellow or Red
- AB – Proposal Stage Velocity - This should track the aging of how long it sat in this stage. Compare this to the standard and display this value as Green, Yellow or Red
- A – Contracts Stage Velocity - This should track the aging of how long it sat in this stage. Compare this to the standard and display this value as Green, Yellow or Red
- - This should track the aging of how long the Opp is taking to move through the pipeline. This should be using the current aging field we already have. Compare this to the standard and display this value as Green, Yellow or Red
#Trailhead #Sales Cloud #CRM Configuration #Automation #Data Management #TrailblazerCommunity
6 answers
You would need to do all of the steps that I listed earlier
You're gonna need a set of custom fields to record the Start and End date of each Stage
THEN build a Flow, or Code to keep them updated
THEN create Formulas calculate the Stage Duration
THEN compare those values to the "Standard Duration" for each Stage
THEN display a corresponding Red, Yellow, Green value
That's gonna be... [checks notes] a real mutherf_cker
Hi All,
We want to specifically only look at opportunity that have close date of this quarter going into next or next quarter coming into this on.
1- When an opportunity is moved out of the quarter (only interested if it is in AB stage or greater).
2- When an opportunity moves into the quartern (only interested if it is AB stage or greater).
21 answers
Okay go back and look at my second post yesterday
Steve Molis (You Owe Me a Beer, Inc.) Oct 17, 1:44 PM
PS. The Formula Syntax is slightly different in Flow, but the Logic is the same
Hi All,
I have a requirement to send email notification when account type is specific and the owner is changed. When trying with process builder it gives an error- Error Occurred: In the formula: PRIORVALUE({!myVariable_current.Account_Owner__r.FirstName}), the relationship reference accessing field: FirstName is unsupported in ISCHANGED and PRIORVALUE.
There is no option in the flow for record triggers. Please suggest the best way to achieve this.
Thanks,
Ravindra
4 answers
Hi,
I think here you can use PRIORVALUE({!myVariable_current.Account_Owner__c} = ...
Also go for flow builder instead of process builder
Kindly suggest that should i go for all theoretical course before starting to learn admin practices(practical knowledge) or not
2 answers
Hi Shubham,
Trailhead is the best place to start learning Salesforce, you can learn everything from the basics onwards in an easy-to-digest format. You can start here and look through the various trails which are available, which you can filter by your knowledge level, different products and roles.
3 answers
Hi Ravindra,
We had a similar usecase and we used Zapier integration to solve this issue.
Try this and let me know.
Warm regards,
Saeesh Nayak
Certified Pardot Specialist
12 answers
You selected "Conditions are met"
You need to select "Formula evaluates to TRUE"