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Mia P New to Salesforce! Need help with some fundamentals!
Hi All,
I am new to Salesforce. Just started learning. I have few basic questions as below. It would be great to learn things from you.
1) How to write a validation rule on Opportunity object to make sure that Description is not empty. If the description is empty it should throw an error.
2) Created one formula field called "Auto Complete" of type checkbox. How to make this field to true when the opportunity stage = 'Closed Won'.
3) Created one custom field called "Is Closed" of type checkbox. How to create a workflow rule to make this field to true when the opportunity stage = 'Closed Won'.
4) There are two custom fields - "DOB" and "Age", how to populate the "Age" value automatically when the DOB is selected?
Thank you!
1. Using ISBLANK (https://help.salesforce.com/HTViewHelpDoc?id=fields_useful_validation_formulas_contact.htm&language=en_US) to validate the Description field. (You can add the validation rule by selecting Opportunity Object >Fields> select description field)
2. You can create a new workflow rule, which will evaluate the value of stage and update the value for auto complete. to create a new workflow use create> workflow & approvals> workflow rules. (First create a rule criteria which evaluates value in stage field. Then specify a workflow action as field update, which assign a value for the autocomplete checkbox to true.
3. Same as above
4. https://blog.internetcreations.com/2012/06/calculating-a-contacts-age-through-salesforce-formulas/
All Answers
1. Using ISBLANK (https://help.salesforce.com/HTViewHelpDoc?id=fields_useful_validation_formulas_contact.htm&language=en_US) to validate the Description field. (You can add the validation rule by selecting Opportunity Object >Fields> select description field)
2. You can create a new workflow rule, which will evaluate the value of stage and update the value for auto complete. to create a new workflow use create> workflow & approvals> workflow rules. (First create a rule criteria which evaluates value in stage field. Then specify a workflow action as field update, which assign a value for the autocomplete checkbox to true.
3. Same as above
4. https://blog.internetcreations.com/2012/06/calculating-a-contacts-age-through-salesforce-formulas/