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Mia PMia P 

New to Salesforce---Need help with some fundamentals!

Hi All,
I am new to Salesforce. Just started learning. I have few basic questions as below. It would be great to learn things from you.

1) How to write a validation rule on Opportunity object to make sure that Description is not empty. If the description is empty it should throw an error.
2) Created one formula field called "Auto Complete" of type checkbox. How to make this field to true  when the opportunity stage = 'Closed Won'.
3) Created one custom field called "Is Closed" of type checkbox. How to create a workflow rule to make this field to true when the opportunity stage = 'Closed Won'.
4) There are two custom fields - "DOB" and "Age", how to populate the "Age" value automatically when the DOB is selected?

Thank you!
Best Answer chosen by Mia P
Vinoth Vijaya BaskerVinoth Vijaya Basker
Hi Mia,

Please find the below answers for your questions,

1) How to write a validation rule on Opportunity object to make sure that Description is not empty. If the description is empty it should throw an error.

ISBLANK(Description)

2) Created one formula field called "Auto Complete" of type checkbox. How to make this field to true  when the opportunity stage = 'Closed Won'.

ISPICKVAL(StageName, 'Closed Won')

3) Created one custom field called "Is Closed" of type checkbox. How to create a workflow rule to make this field to true when the opportunity stage = 'Closed Won'.

Follow the below steps, 

1. From Setup, enter Workflow Rules in the Quick Find box, then select Workflow Rules.
2. Click New Rule.
3. In the Object drop-down list, choose Opportunity, and click Next.
4. In the Rule Name text box, enter Workflow rule Name.
5. Evaluation Criteria Choose "created, and any time it’s edited to subsequently meet criteria" 
6. Choose below Criteria, Opportunity: Stage equals Closed Won
7. Click Save & Next.
8. Specify Workflow Actions
Click Now let's create the field update action for this workflow rule.
In the Immediate Workflow Actions area, click Add Workflow Action, and select New Field Update.
In the Name text box, enter your field update name.
9. In Field to Update Select IsClosed
10. In Checkbox Options, Choose 'True'
11. Click Save
12. Click Done
13. Click Activate

4) There are two custom fields - "DOB" and "Age", how to populate the "Age" value automatically when the DOB is selected?

Create DOB as Date field
Create Age as Formula with Return type Number and Decimal Places 0 

TEXT(YEAR(TODAY() ) - YEAR(DOB__c ))


Thanks,
Vinoth

All Answers

Vinoth Vijaya BaskerVinoth Vijaya Basker
Hi Mia,

Please find the below answers for your questions,

1) How to write a validation rule on Opportunity object to make sure that Description is not empty. If the description is empty it should throw an error.

ISBLANK(Description)

2) Created one formula field called "Auto Complete" of type checkbox. How to make this field to true  when the opportunity stage = 'Closed Won'.

ISPICKVAL(StageName, 'Closed Won')

3) Created one custom field called "Is Closed" of type checkbox. How to create a workflow rule to make this field to true when the opportunity stage = 'Closed Won'.

Follow the below steps, 

1. From Setup, enter Workflow Rules in the Quick Find box, then select Workflow Rules.
2. Click New Rule.
3. In the Object drop-down list, choose Opportunity, and click Next.
4. In the Rule Name text box, enter Workflow rule Name.
5. Evaluation Criteria Choose "created, and any time it’s edited to subsequently meet criteria" 
6. Choose below Criteria, Opportunity: Stage equals Closed Won
7. Click Save & Next.
8. Specify Workflow Actions
Click Now let's create the field update action for this workflow rule.
In the Immediate Workflow Actions area, click Add Workflow Action, and select New Field Update.
In the Name text box, enter your field update name.
9. In Field to Update Select IsClosed
10. In Checkbox Options, Choose 'True'
11. Click Save
12. Click Done
13. Click Activate

4) There are two custom fields - "DOB" and "Age", how to populate the "Age" value automatically when the DOB is selected?

Create DOB as Date field
Create Age as Formula with Return type Number and Decimal Places 0 

TEXT(YEAR(TODAY() ) - YEAR(DOB__c ))


Thanks,
Vinoth
This was selected as the best answer
Mia PMia P
Thanks Vinoth for taking your time to answer my questions. Really appreciate it!