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ctzompanakis Validation Rule against the opportunity for opportunity products
Hi there. I was hoping someone could help with this issue. I contacted salesforce support and while they do not support validation rules they did say it can be done (though I have no idea how)
I am trying to create an opportunity validation rule on an opportunity so sales people cannot have certain opportunity products on a closed won deal.
The reason I am doing this is because we have a number of different line items falling under one product category. Often times early in a deal the sales people do not know specifically which line item it is, so there is a generic one. I dont want an opportunity to be closed won with one of those generic products as the sales person should know by then which specific product it is.
Unfortunately when creating a validation rule I dont have access to opportunity products only pricebooks. I could create a generic pricebook with those generic products in it but I dont know to do that because if a sales person has one generic and one specific, you could add them (because they would be on different pricebooks)
So can anyone think of a validation rule that would work or a way around this problem?
Thanks in advance for your help!
Try this.
Step 1
Create a rollup summary field that counts the opportunity product lines on the opportunity and set it to only count the ones that are generic.
Step 2
Create validation rule on the opportunity that says if the field created in step 1 >0 and stage is Closed Won/Closed Lost then trigger the error.
Let me know if you need anything else.
To your Success!
Kevin Edelmann