Hi,

Is there any way to send an e-mail notification to the assigned user upon lead import?  I tried to set up a rule on the 'Rule Assignment' set up under the leads so that if the Urgent field is set to 1, to send an e-mail notification to the leads owner.  It didn't work.

Please advise,

Thanks!

Hi,

Are we able to add a formula field to our Opportunity screen with some validation Rules?  I tried to set up a formula but the CASE function doesnt work, neither does the IF funtion (I might just be doing something off).

If Opportunity Type = License/Maintenance, then need to pick one of the following (already set up):

If Licence Type = Term:

6 years (picklist), Amount divided by 2.2

5 years (picklist),  Amount divided by 2

4 years (picklist), Amount divided by 1.8

3 years (picklist),  Amount divided by 1.6

(Everything else will equal the Amount)

If License Type = Perpetual, just equals the Amount.

Is this possible to do via formula/validation rules? 

Thanks!

I'm trying to create a validation rule where a license opportunity can't be closed won if the acceptance clause still has TBD (it's a required field as well):

I was testing different formulas but they don't seem to be working, I tried the IF validation too but that one was just not letting me close anything at all.  Below is a sample of the latest one I tried:



Please advise, thanks!

Hi,

I have two inquiries on creating validation rules for opportunities:

1.) I have 4 Multiple picklist fields that I want to make mandatory so that at least 1 must be filled in (the other 3 can be defaulted to "None").

2.) I have 2 opps - one is related to the other - and I want to create a validation rule on the second opportunity so that the close date can never be before the first one.

Please let me know if this can be done,

Thanks so much!

Hi,

Is there any way to send an e-mail notification to the assigned user upon lead import?  I tried to set up a rule on the 'Rule Assignment' set up under the leads so that if the Urgent field is set to 1, to send an e-mail notification to the leads owner.  It didn't work.

Please advise,

Thanks!

Hi,

Are we able to add a formula field to our Opportunity screen with some validation Rules?  I tried to set up a formula but the CASE function doesnt work, neither does the IF funtion (I might just be doing something off).

If Opportunity Type = License/Maintenance, then need to pick one of the following (already set up):

If Licence Type = Term:

6 years (picklist), Amount divided by 2.2

5 years (picklist),  Amount divided by 2

4 years (picklist), Amount divided by 1.8

3 years (picklist),  Amount divided by 1.6

(Everything else will equal the Amount)

If License Type = Perpetual, just equals the Amount.

Is this possible to do via formula/validation rules? 

Thanks!

I'm trying to create a validation rule where a license opportunity can't be closed won if the acceptance clause still has TBD (it's a required field as well):

I was testing different formulas but they don't seem to be working, I tried the IF validation too but that one was just not letting me close anything at all.  Below is a sample of the latest one I tried:



Please advise, thanks!

Hi,

I have two inquiries on creating validation rules for opportunities:

1.) I have 4 Multiple picklist fields that I want to make mandatory so that at least 1 must be filled in (the other 3 can be defaulted to "None").

2.) I have 2 opps - one is related to the other - and I want to create a validation rule on the second opportunity so that the close date can never be before the first one.

Please let me know if this can be done,

Thanks so much!