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Salesforce Validation Rules
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AND( | |
NOT(ISNEW()), | |
RecordTypeId = '0124P0000015aTAQAY', | |
ISCHANGED(StageName), | |
( | |
CASE( | |
StageName, | |
"Stage 0", 0, | |
"Stage 1", 1, | |
"Stage 2", 2, | |
"Stage 3", 3, | |
"Stage 4", 4, | |
"Stage 5", 5, | |
"Stage 6", 6, | |
"Stage 7", 7, | |
0 | |
) - | |
CASE( | |
PRIORVALUE(StageName), | |
"Stage 0", 0, | |
"Stage 1", 1, | |
"Stage 2", 2, | |
"Stage 3", 3, | |
"Stage 4", 4, | |
"Stage 5", 5, | |
"Stage 6", 6, | |
"Stage 7", 7, | |
0 | |
) | |
) > 1 | |
) |
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AND( | |
IsClosed = TRUE, | |
CloseDate < TODAY() | |
) |
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AND( | |
ISCHANGED(Territory__c), | |
ISPICKVAL(Territory__c, "Protected"), | |
OR( | |
$Profile.Name <> "System Administrator", | |
TEXT($User.Sales_Authority_Level__c) = "High" | |
) | |
) |
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AND( | |
ISCHANGED(Dead_Reason__c), | |
IF(TEXT(Dead_Reason__c) = "Marketo Hard or Repeat Soft Bounce", TRUE, FALSE), | |
$User.Alias != "marketo" | |
) |
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AND( | |
ISBLANK(Business_Development_Rep__c), | |
ISCHANGED(Business_Development_Rep__c), | |
$UserRole.Name = "BDR" | |
) |
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AND( | |
TEXT(Type) = "New Business", | |
ISCHANGED(StageName), | |
CASE( | |
StageName, | |
"Stage 0", 0, | |
"Stage 1", 1, | |
"Stage 2", 2, | |
"Stage 3", 3, | |
"Stage 4", 4, | |
"Stage 5", 5, | |
"Stage 6", 6, | |
"Stage 7", 7, | |
0 | |
) > 0, | |
ISBLANK(Item_to_Ensure_is_Populated__c), | |
) |
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AND( | |
ISCHANGED(OwnerId), | |
$UserRole.Name = "BDR" | |
) |
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AND( | |
CloseDate < TODAY(), | |
ISPICKVAL(StageName, "Closed Won"), | |
NOT( | |
OR( | |
$Profile.Id = "00e4P0000015aTAQAY", | |
$Profile.Id = "00e4P0000015aTAQAY" | |
) | |
) | |
) |
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AND( | |
ISCHANGED(OwnerId), | |
Owner.UserRoel.Name = "CSM" | |
) |
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This is a collection of my favorite Salesfoce Validation rules. You can read more about these on my Substack: | |
https://revopstoolkit.substack.com/ |
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