function readOnly(count){ }
Sign Up ›
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
Learn More

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
Ben Kingsley 8Ben Kingsley 8 

For the Investment/Insurance-Wealth Pipeline they would like the 1st Strategic Partner and the SP Business Unit field to be mandatory if the user chooses Insurance as the Type of Production and the Probability is over 25%.

For the Investment/Insurance-Wealth Pipeline they would like the 1st Strategic Partner and the SP Business Unit field to be mandatory if the user chooses Insurance as the Type of Production and the Probability is over 25%.

This is what I have so far

AND( 
ISPICKVAL(Type_Of_Product__c, "Insurance"), 
RecordType.Name="Investments/Insurance - Wealth", 
ISBLANK(Strategic_Partner__c),TEXT(SP_Business_Unit__c)= "",
OR( 
ISPICKVAL(Probability__c,"50%"), 
ISPICKVAL(Probability__c,"75%"),
ISPICKVAL(Probability__c,"90%"),
ISPICKVAL(Probability__c,"100%")))
Saravana Muthu 8Saravana Muthu 8
Hi,

Can you please let me know the data type for Strategic_Partner__c,SP_Business_Unit__c fields?

Thanks,
Saravana
Ben Kingsley 8Ben Kingsley 8
Hello Saravana,

I was able to figure it out.  This is what I have.

AND( 
ISPICKVAL(Type_Of_Product__c, "Insurance"), 
RecordType.Name="Investments/Insurance - Wealth", 
OR(ISBLANK(Strategic_Partner__c), 
Text(SP_Business_Unit__c ) = ""), 
OR( 
ISPICKVAL(Probability__c,"50%"), 
ISPICKVAL(Probability__c,"75%"), 
ISPICKVAL(Probability__c,"90%"), 
ISPICKVAL(Probability__c,"100%")))

Thanks,
Ben