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Topics#Sales And MarketingLaKisha Adams 的问题
LaKisha Adams 提问于 #Sales And Marketing
2015年5月29日 15:02

is there a way to create a rule to avoid creating multiple opportunities on an account

I am trying to avoid my sales team creating more than one opportunity on an account.
8 个回答
  1. Stephen Noe (Salesforce)
    2015年5月29日 15:27
    +1 here are the steps to do this:

     

    1) Create custom rollup summary field

    Setup->Customize->Accounts->Fields

     

    Create a new custom field

     

    Choose roll up summary as the field type

     

    Give the field a name

     

    Choose to summarize the Opportunities object and Count as the roll up type

     

    +1 here are the steps to do this: 1) Create custom rollup summary fieldSetup->Customize->Accounts->Fields Create a new custom field Choose roll up summary as the field type Give the field a name Choos

    2) Create Opportunity Validation Rule

    Setup->Customize->Opportunities->Validation Rule

     

    Create a new rule

     

    Give the rule a name

     

    Use this formula:

    Account.Count_of_Opptys__c > 1

    Enter the error message your users would see

    User-added image

     

    Test it out!
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