Create a validation rule indicating whether an opportunity has a closed date in the past.
Your number-crushing sales team has so many deals in the pipeline, you’re starting to see occasional problems with data quality. Namely, sales reps are forgetting to update the close date to a date in the future. Make a formula that requires an opportunity to have a CloseDate of today or any future date. Hint: this formula should reference the hidden IsClosed checkbox field on the Opportunity object, and you will be creating the formula as an Opportunity validation rule.
Hey McFly, unless you are planning to go back in time, please update your close date
Your number-crushing sales team has so many deals in the pipeline, you’re starting to see occasional problems with data quality. Namely, sales reps are forgetting to update the close date to a date in the future. Make a formula that requires an opportunity to have a CloseDate of today or any future date. Hint: this formula should reference the hidden IsClosed checkbox field on the Opportunity object, and you will be creating the formula as an Opportunity validation rule.
- The validation rule should be on the Opportunity object
- The validation rule should be named 'Close_Date_Alert'
- The validation rule should fire if IsClosed is not selected and CloseDate is yesterday or earlier
- The validation rule should display the error 'Hey McFly, unless you are planning to go back in time, please update your close date' at the top of the page when triggered
1) Create validation rule on opportunity object and make sure it is active while taking challenge.
2) Enter the below formula.
AND(NOT( IsClosed ),CloseDate < TODAY ())
3) Give the error message as
We tried to create an opportunity with tomorrow as the CloseDate, but we couldn’t. Make sure the validation rule fires only when the CloseDate is in the past.
ReplyDeleteim getting this error,can any one please help me out