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Salesforce Stage Validation Issue

The document discusses an OR formula in Salesforce that is intended to allow opportunities to progress through various sales stages but not return to the initial "Prospect" stage. However, when testing the formula, opportunities can only be placed in the "Prospect" stage and any other stage results in an error. Help is requested to modify the formula so opportunities can advance through stages without returning to the initial one.

Uploaded by

Ajay Chowdary Ajay Chowdary
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100 views2 pages

Salesforce Stage Validation Issue

The document discusses an OR formula in Salesforce that is intended to allow opportunities to progress through various sales stages but not return to the initial "Prospect" stage. However, when testing the formula, opportunities can only be placed in the "Prospect" stage and any other stage results in an error. Help is requested to modify the formula so opportunities can advance through stages without returning to the initial one.

Uploaded by

Ajay Chowdary Ajay Chowdary
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as TXT, PDF, TXT or read online on Scribd
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This is what I have so far:

OR(

ISPICKVAL( StageName, "Deferred Opportunity"),true,

ISPICKVAL( StageName, "Webex Complete"),true,

ISPICKVAL( StageName, "Id. Decision Makers"),true,

ISPICKVAL( StageName, "GM/DP Webex needed"),true,

ISPICKVAL( StageName, "second Webex set"),true,

ISPICKVAL( StageName, "Second WX Complete"),true,

ISPICKVAL( StageName, "Third WX"),true,

ISPICKVAL( StageName, "Proposal/Price Quote"),true,

ISPICKVAL( StageName, "Onsite Visit Requested"),true,

ISPICKVAL( StageName, "Onsite Visit Completed"),true,

ISPICKVAL( StageName, "Negotiation/Review"),true,

ISPICKVAL( StageName, "Pending Installment Approval"),true,

ISPICKVAL( StageName, "Installments Approved"),true,

ISPICKVAL( StageName, "Closed or Won"),true,

ISPICKVAL( StageName, "Closed or Lost"),true,

IF(

ISPICKVAL(StageName, "Prospect"),true,false))

I'm not getting any syntax errors, but it won't let me place the opportunity into
any stages other than "Prospect" when I'm testing it. Any stage other than
"Prospect" throws the error message. Obviously we want to advance the stages
forward, just not back to "Prospect".

As always, your help is greatly appreciated.

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