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  • nikki sharon
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4 replies

hi guys im new to salesforce. i have been trying to do a trigger or validation rule to skip stage in opportunity in case that the checkbox is checked and i couldn't manage to do it. any ideas?

trigger
trigger skipStage on Opportunity (before update,after update) {
     if(opp.Customer_confirms__c== true && opp.StageName==       'Negotiation/Review'){
       opp.StageName = 'Closed won';
    }
     else{opp.StageName = 'Proposal/Price Quote';
        }

or validation rule 

IF(AND(Customer_confirms__c==true,
ISPICKVAL(PRIORVALUE(StageName),"Negotiation/Review")),
   ISPICKVAL(PRIORVALUE(StageName),"Closed won"),
   ISPICKVAL(PRIORVALUE(StageName),"Proposal/Price Quote"))
    
}
4 replies

hi guys im new to salesforce. i have been trying to do a trigger or validation rule to skip stage in opportunity in case that the checkbox is checked and i couldn't manage to do it. any ideas?

trigger
trigger skipStage on Opportunity (before update,after update) {
     if(opp.Customer_confirms__c== true && opp.StageName==       'Negotiation/Review'){
       opp.StageName = 'Closed won';
    }
     else{opp.StageName = 'Proposal/Price Quote';
        }

or validation rule 

IF(AND(Customer_confirms__c==true,
ISPICKVAL(PRIORVALUE(StageName),"Negotiation/Review")),
   ISPICKVAL(PRIORVALUE(StageName),"Closed won"),
   ISPICKVAL(PRIORVALUE(StageName),"Proposal/Price Quote"))
    
}