Examples for three validation rules on opportunity products.
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Contact Manager, Group, Professional,
Enterprise, Performance, Unlimited, Developer,
and Database.com Editions |
Discounts Must Be Within Range
The examples below work together to help you manage discount amounts for products and
require a custom percent field on opportunity products called Line
Discount. The examples below also require you to use price books and
customize the Product Family field to include the following values:
Software, Consulting, and
Training.
Here is a validation rule for software discounts.
|
Description:
|
Prevents users from saving software products with a discount over 10
percent. |
| Formula: |
1AND(Line_Discount__c > 0.10, ISPICKVAL(Product2.Family, "Software"))
|
| Error Message: |
The discount must be 10% or less for software products. |
| Error Location: |
Line Discount |
Here is a validation rule for consulting discounts.
|
Description:
|
Prevents users from saving consulting products with a discount over 15
percent. |
| Formula: |
1AND(Line_Discount__c > 0.15, ISPICKVAL(Product2.Family, "Consulting"))
|
| Error Message: |
The discount must be 15% or less for consulting products. |
| Error Location: |
Line Discount |
Here is a validation rule for training discounts.
|
Description:
|
Prevents users from saving training products with a discount over 20
percent. |
| Formula: |
1AND(Line_Discount__c > 0.20, ISPICKVAL(Product2.Family, "Training"))
|
| Error Message: |
The discount must be 20% or less for training products. |
| Error Location: |
Line Discount |
Prevent Changing Opportunity Products on Closed Opportunities
This example consists of two validation rules: one on opportunity products and another
on opportunities.
|
Description:
|
Prevents users from editing opportunity products after an opportunity is
closed. Create the following validation rule example on opportunity
products. |
| Formula: |
1OR(ISPICKVAL(Opportunity.StageName, "Closed Won"), ISPICKVAL(Opportunity.StageName, "Closed Lost"))
|
| Error Message: |
Cannot change opportunity products for closed opportunities. |
| Error Location: |
Top of Page |
The following validation rule is on opportunities.
|
Description:
|
Prevents users from deleting opportunity products after an opportunity
is closed. Create the following validation rule example on opportunities. It
uses a custom roll-up summary field on opportunities that counts the number
of opportunity products on an opportunity. |
| Formula: |
1AND(OR(ISPICKVAL(StageName, "Closed Won"), ISPICKVAL(StageName, "Closed Lost")), Number_of_Line_Items__c < PRIORVALUE(Number_of_Line_Items__c) )
|
| Error Message: |
Cannot delete opportunity products for closed opportunities. |
| Error Location: |
Top of Page |
Prevent Saving a Case When Account Does Not Have Support
|
Description:
|
Prevents users from saving a case for an account that does not have
support. This example assumes you have a custom checkbox field on accounts
called Allowed Support that tracks if the account has
support. |
| Formula: |
1Account.Allowed_Support__c = FALSE
|
| Error Message: |
Unable to create cases for this account because it is not signed up for
support. |
| Error Location: |
Top of Page |
Prevent Saving a Case When Contact is No Longer with the Company
|
Description:
|
Prevents users from saving an open case associated with a contact that
is no longer with the company. This example uses a custom checkbox field on
contacts called No Longer With Company. |
| Formula: |
1AND(Contact.Not_Longer_With_Company__c,
2 NOT(IsClosed))
|
| Error Message: |
Unable to save this case because the related contact is no longer with
the company. To continue, choose another contact. |
| Error Location: |
Contact Name |
j