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Cameron Walker Open Visualforce Form Before Closing an Opportunity
I want to be able to direct the user to a visualforce form before closing an Opportunity. Upon completing this form, I want the opp to complete its closing.
I'm relatively new to salesforce and salesforce development, but one alternative I considered is a validation rule that requires them to submit my form (and add a related custom object) before they are able to close the opp. This left me to add the form as part of a page layout or as a custom quick action. However, this is not ideal because I want the flow to be seamless for closing the opp. I want the form to be part of closing.
Is there a way to accomplish this?
I'm relatively new to salesforce and salesforce development, but one alternative I considered is a validation rule that requires them to submit my form (and add a related custom object) before they are able to close the opp. This left me to add the form as part of a page layout or as a custom quick action. However, this is not ideal because I want the flow to be seamless for closing the opp. I want the form to be part of closing.
Is there a way to accomplish this?
Abdul KhatriFew design approaches I can think of are
- Do not allow user manually select Close Opportunity Status for closing the opp. Have a validation rule preventing them and in the rule, ask them to submit a form and at the end of the form submission through trigger close the opportunity automatically by update the Opportunity Status to Close.
- Another approach is to create a custom Save Button (bad bad approach) as you need to consider update case also.