收藏Pradhumna Patel (Infosys) 发布于 Salesforce Developer/ Admin/ Consultant (原提问者 Pradhumna Patel)2022年7月25日 14:17Pradhumna PatelOpportunity Stage Picklist Validation RuleI wanted to write a validation rule on Opportunity such that two profiles let say Global Elite User(ABC) and GLobal Finance User(EFG) should be able to change the Opportunity Stage (Picklist) if it is in the WON stage to LOST, CANCELLED, or IMPACT or IDEA or WIP, and IF Stage is equal to LOST, CANCELLED or IMPACT No One should be able to change the record. Another condition is if Stage is equal to IDEA or WIP a Global Sales Profile(QWE) as well as Global Elite User(ABC) and GLobal Finance User(EFG) should be able to change it to the WON stage but once it is in the WON stage Global Sales Profile should not be able to change it back to IDEA or WIP but Global Elite User(ABC) and GLobal Finance User(EFG) should be. @Steve Molis @Eric Praud @Eric Schubert显示更多添加评论撰写评论...粗体斜体下划线删除线项目符号列表编号列表添加链接代码块插入图像附加文件链接 URL取消保存0/9000回复
Pradhumna PatelOpportunity Stage Picklist Validation RuleI wanted to write a validation rule on Opportunity such that two profiles let say Global Elite User(ABC) and GLobal Finance User(EFG) should be able to change the Opportunity Stage (Picklist) if it is in the WON stage to LOST, CANCELLED, or IMPACT or IDEA or WIP, and IF Stage is equal to LOST, CANCELLED or IMPACT No One should be able to change the record. Another condition is if Stage is equal to IDEA or WIP a Global Sales Profile(QWE) as well as Global Elite User(ABC) and GLobal Finance User(EFG) should be able to change it to the WON stage but once it is in the WON stage Global Sales Profile should not be able to change it back to IDEA or WIP but Global Elite User(ABC) and GLobal Finance User(EFG) should be. @Steve Molis @Eric Praud @Eric Schubert显示更多