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
lakshya agrawallakshya agrawal 

includes logic by validation rule so that the rule only applies to opportunities with an opportunity record type of 'Services'?

Need to Apply Logic in this validation rule:-

AND (
ISBLANK(SBQQ__AmendedContract__c ),
ISBLANK(SBQQ__RenewedContract__c),

OR(ISPICKVAL(StageName, 'Proposed'),
ISPICKVAL(StageName, 'Win Decision Expected'),
ISPICKVAL(StageName, 'Contracting'),
ISPICKVAL(StageName, 'Contract Signed')
),
OR(ISPICKVAL(NBR_Status__c, 'Not Started'),
ISPICKVAL(NBR_Status__c, 'Fast track - Submitted'),
ISPICKVAL(NBR_Status__c, 'Fast track - Stop'),
ISPICKVAL(NBR_Status__c, 'NBR 1A - Submitted'),
ISPICKVAL(NBR_Status__c, 'NBR 1A - Stop'),
ISPICKVAL(NBR_Status__c, 'NBR 1B - Stop'),
ISPICKVAL(NBR_Status__c, 'NBR 2 - Stop'),
ISPICKVAL(NBR_Status__c, 'NBR 3 - Stop')
)
)
AshwiniAshwini (Salesforce Developers) 
Hi Lakshya,

Can you try using below code: 
AND(
    ISPICKVAL(RecordType.Name, 'Services'), 
    ISBLANK(SBQQ__AmendedContract__c),
    ISBLANK(SBQQ__RenewedContract__c),
    OR(
        ISPICKVAL(StageName, 'Proposed'),
        ISPICKVAL(StageName, 'Win Decision Expected'),
        ISPICKVAL(StageName, 'Contracting'),
        ISPICKVAL(StageName, 'Contract Signed')
    ),
    OR(
        ISPICKVAL(NBR_Status__c, 'Not Started'),
        ISPICKVAL(NBR_Status__c, 'Fast track - Submitted'),
        ISPICKVAL(NBR_Status__c, 'Fast track - Stop'),
        ISPICKVAL(NBR_Status__c, 'NBR 1A - Submitted'),
        ISPICKVAL(NBR_Status__c, 'NBR 1A - Stop'),
        ISPICKVAL(NBR_Status__c, 'NBR 1B - Stop'),
        ISPICKVAL(NBR_Status__c, 'NBR 2 - Stop'),
        ISPICKVAL(NBR_Status__c, 'NBR 3 - Stop')
    )
)
Related:
 https://help.salesforce.com/s/articleView?id=sf.fields_useful_field_validation_formulas.htm&type=5
https://intellipaat.com/blog/validation-rules-in-salesforce/

If this information helps, please mark the answer as best. Thank you
 
lakshya agrawallakshya agrawal
No Ashwini its not working
AshwiniAshwini (Salesforce Developers) 
Try using below code: 
AND(
    RecordType.DeveloperName = 'Services', 
    ISBLANK(SBQQ__AmendedContract__c),
    ISBLANK(SBQQ__RenewedContract__c),
    OR(
        ISPICKVAL(StageName, 'Proposed'),
        ISPICKVAL(StageName, 'Win Decision Expected'),
        ISPICKVAL(StageName, 'Contracting'),
        ISPICKVAL(StageName, 'Contract Signed')
    ),
    OR(
        ISPICKVAL(NBR_Status__c, 'Not Started'),
        ISPICKVAL(NBR_Status__c, 'Fast track - Submitted'),
        ISPICKVAL(NBR_Status__c, 'Fast track - Stop'),
        ISPICKVAL(NBR_Status__c, 'NBR 1A - Submitted'),
        ISPICKVAL(NBR_Status__c, 'NBR 1A - Stop'),
        ISPICKVAL(NBR_Status__c, 'NBR 1B - Stop'),
        ISPICKVAL(NBR_Status__c, 'NBR 2 - Stop'),
        ISPICKVAL(NBR_Status__c, 'NBR 3 - Stop')
    )
)