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JTiekstraJTiekstra 

Validation rule to prevent Sales Reps form moving opportunity stage backwards.

I am looking for a validation rule that prevents that our Sales reps move opportunity stages backwards (fe from engaged prospect back to suspect).
Only the Administartor must have the possibility to do this. Below an overview of our stages used in SalesForce.
 

1 Suspect

2 Prospect

3 Engaged Prospect

4 Proposal

5 Bid

6 Hot Prospect

Thank you for your answers and help!

Kind regards

Jeanette Tiekstra

Sympac

 

KaushikKaushik

Hi Jeanette

The following validation rule can be used

Case(   StageName ,    "Suspect" ,1,
"Prospect" ,2,
"Engaged Prospect",3,
"Proposal",4,
"Bid" ,5,
"Hot Prospect",6,0)  < Case(    PRIORVALUE(StageName)  ,    "Suspect" ,1,
"Prospect" ,2,
"Engaged Prospect",3,
"Proposal",4,
"Bid" ,5,
"Hot Prospect",6, 0)

 

Hope this will help you

Thanks
KaushikKaushik

Sorry

I didnot include the administrator overwrite

I have added it now

IF( $User.Username ="user login of the administrator",FALSE,Case(   StageName ,    "Suspect" ,1,
"Prospect" ,2,
"Engaged Prospect",3,
"Proposal",4,
"Bid" ,5,
"Hot Prospect",6,0)  < Case(    PRIORVALUE(StageName)  ,    "Suspect" ,1,
"Prospect" ,2,
"Engaged Prospect",3,
"Proposal",4,
"Bid" ,5,
"Hot Prospect",6, 0))

 

Thanks