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Deepak PansariDeepak Pansari 

Making Product mandatory while creating Opportunity?

Hi,

 

I want to make Product mandatory while creating an Opportunity.

Any idea ??

 

Deepak 

Message Edited by Deepak Pansari on 12-09-2009 10:15 PM
shillyershillyer

Hi Deepak,

 

Create a Roll-Up Summary field on Opportunities that does a COUNT on the Opportunity Products. Then create a Validation Rule on the Opportunity that alerts the user if this Roll-Up Summary field is not greater than 0.

 

This will force users to add Products to Opportunities.

 

Hope that helps,

Sati

Deepak PansariDeepak Pansari

Thanks Sati for relpy.

 

How do i can prevent the user form saving the Opportunity as Product has cross reference entity , it is not the part of Opportunity object , it is a related list to Opportunity

 

Thanks,

Deepak 
ron_reedron_reed

You'll want to make sure that under Opportunities | Settings that you check the box that prompts users to add products to Opportunities.  They doesn't necessarily require that products be added, but at least it automatically takes them to the page after they save. 

 

In addition, we make the Amount field read-only on the opportunity page layout and instead have users type in a price when adding a product.  The Amount field then automatically sums up the total prices of all of the opportunity products.  So the only way an opportunity could have any amount > 0 is if they added a product.  Of course we had to re-train users to expect that they couldn't type in an amount at the opportunity level.

shillyershillyer

If you use the "prompts users to add products" make sure you use ISNEW() in your validation rule to make sure you don't get stuck trying to finish the creation of a new opportunity.

 

Best,

Sati