Skip to main content The Trailblazer Community will be unavailable from 2/1/2025 to 2/2/2025. Please plan your activities accordingly.
Criteria: User should not be able to change the stage of an oppty to anything but unqualified except if these conditions are true.

Division does not contain sales or finance

lead score > 0

type = renewal

total = 0.00

I have it working, but now I need to add the following to not include in the validation:

If the division contains sales and total  <= 10000

I'm not sure how to add that portion, since the current is looking for not contains 'Sales'

AND(

NOT(ISPICKVAL(StageName,"Unqualified")),

ISCHANGED(StageName),

NOT(

OR(

CONTAINS(Division__c,"Sales"),

CONTAINS(Division__c,"Finance"),

Score__c > 0,

ISPICKVAL(Type__c,"Renewal"),

Total__c = 0.00)))

 
5 answers
  1. Nov 2, 2015, 9:13 PM
    Sorry, try this it should work -

    OR(

    AND(

      NOT(ISPICKVAL(StageName,"Unqualified")),

      ISCHANGED(StageName),

       NOT(

        OR(

        CONTAINS(Division__c,"Sales"),

        CONTAINS(Division__c,"Finance"),

        Score__c > 0,

        ISPICKVAL(Type__c,"Renewal"),

        Total__c = 0.00)

         )

     ),

    AND(

      NOT(ISPICKVAL(StageName,"Unqualified")),

      ISCHANGED(StageName),

      CONTAINS(Division__c,"Sales"),

      Total__c <= 10000

      )

    )
Loading
0/9000