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jisaac
Validation rule to require a primary contact when an Opp is at Stage 4 or higher
I want to make sure that when an opportunity reaches a certain stage, that a Primary Contact is identified. However, when I go in to build the Validation rule, this table (Contacts Role) is not available to me.
Any suggestions?
Thanks,
Jane
You can download an customize this free Salesforce Labs App from the AppExchange
http://sites.force.com/appexchange/apex/listingDetail?listingId=a0N300000016cbDEAQ
You should be able to customize the validation formula to trigger on just about any opportunity field(s) that you want (Stage, Probability%, Amount$, etc.)