CODEWITHSUNDEEP
validationsalesforcesalesforce-lightning
John Hollins
John Hollins

Reputation: 25

Opportunity Validation Rule on Closed Won Opportunities

I'm trying to get a Validation Rule on my opportunities that only fires when a non-admin tries to Close Win. However, I'm running into a problem when a non-admin user moves the opportunity to Closed Lost (which I want them to be able to do)

I've tried different variations of the rule below. I cannot find a separate stage name for Closed, Closed Won, & Closed Lost.

AND (

ISPICKVAL(StageName, "Closed Won"),

$User.Id <> "005j000000FPcwR")

The Validation Rule should only fire on Closed Won, not Closed Lost

Upvotes: 0

Views: 1728

Answers (1)

Nick Snyder
Nick Snyder

Reputation: 90

I would first recommend updating the $User.Id reference to point to the Profile Id (updating the Id correctly in the process). Then I would wrap the ISPICKVAL with a NOT(). Validation rules evaluate to the error case, not the accepted case.

Replace the Id found being compared to the ProfileId with the appropriate value you need, but I believe this should do what you need:

AND(NOT(ISPICKVAL(StageName, "Closed Won")), $User.ProfileId <> "00e36000001XAnQAAW")

Upvotes: 0

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