You need to sign in to do that
Don't have an account?
A guest
Validation for Opportunity stage
Hi ,
if anyone knows of a way to create a validation rule to ensure that an opportunity must pass through all of the stages before it can reach Closed Won? user should not skip to final stage without completing previous stages.one should pass through all the stages
eg. stages like suspect,proposal , negotiation then closed won.
He should not jump from suspect to closed won directly he has to move from suspect then proposal later negotiation finally closedwon
I am new to salesforce anyone help me to achieve this with example.
Thanks.
if anyone knows of a way to create a validation rule to ensure that an opportunity must pass through all of the stages before it can reach Closed Won? user should not skip to final stage without completing previous stages.one should pass through all the stages
eg. stages like suspect,proposal , negotiation then closed won.
He should not jump from suspect to closed won directly he has to move from suspect then proposal later negotiation finally closedwon
I am new to salesforce anyone help me to achieve this with example.
Thanks.
Please use below VR:
Regards,
Khan Anas
All Answers
I trust you are doing very well.
You can use below Validation Rule.
I hope it helps you.
Kindly let me know if it helps you and close your query by marking it as solved so that it can help others in the future.
Thanks and Regards,
Khan Anas
helped me to solve
Please use below VR:
Regards,
Khan Anas
I want to have validation rule which will not allow to skip the first 3 stage of Opportunity.
For example
I have 5 Stage
1)Prospecting
2)Qualification
3)Needs Analysis
4)Perception Analysis
5)Closed
If I directly try to chabge the stage from Open to Perception Analysis then it shoud show error that you cannot skip the stage.
Can anyone help me for this ?
Thanks.