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Briana Tucker Functionality Requirement: Validation Rule
I am having trouble creating working Validation rules for the following:
1. Inside Sales Associate Cannot Convert a Lead
AND(TEXT( Status ) = "Converted", $Profile.Name = "Inside Sales Associate")
2. Creating a Task if under Customer record for the Sales rep to follow up within 15 days of notificaiton email
3. Sales Rep will receive email notification when the renewal date of plan of customer in their region is <=30 days
4. Create visual indicator for Sales Rep to identify customers with renewal date of their plan which is less than 30 days on Console (i.e., once renewed, indicator shouldn't be visible)
Can someone recommend resources on how I can create the code for the rules? Thank you.
1. Inside Sales Associate Cannot Convert a Lead
AND(TEXT( Status ) = "Converted", $Profile.Name = "Inside Sales Associate")
2. Creating a Task if under Customer record for the Sales rep to follow up within 15 days of notificaiton email
3. Sales Rep will receive email notification when the renewal date of plan of customer in their region is <=30 days
4. Create visual indicator for Sales Rep to identify customers with renewal date of their plan which is less than 30 days on Console (i.e., once renewed, indicator shouldn't be visible)
Can someone recommend resources on how I can create the code for the rules? Thank you.