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David Budimir Restrict number of Opportunities where "Opt Out" field Is true - Per Sales Rep
Hi all, hoping to get some help to solve this. :)
We identfy deals that that have an opt out clause with a checkbox in opportunities. However we want to prevent our sales reps from offering a certain number of opt out deals in a certian period (ex. 2 per month).
Is there a way to create a validation rule that counts the number of open "opt out" opportunities (for a specific opportunity owner) that produces an error when they try to go beyond that threshold?
In other words - how can I have a rule that counts the number of times Opt-Out = True for a specific user. Thanks!
We identfy deals that that have an opt out clause with a checkbox in opportunities. However we want to prevent our sales reps from offering a certain number of opt out deals in a certian period (ex. 2 per month).
Is there a way to create a validation rule that counts the number of open "opt out" opportunities (for a specific opportunity owner) that produces an error when they try to go beyond that threshold?
In other words - how can I have a rule that counts the number of times Opt-Out = True for a specific user. Thanks!
You need to write trigger a trigger for this task.
Standard validation rule wont work here.
Thanks
Anil.B