We're trying to force Sales Reps with role X to fill in two fields before their able to move a Opportunity to Pending. We've found a work around by running the Validation Rule off the User Role which in most cases is correct.
We're trying to force Sales Reps with role X to fill in two fields before their able to move a Opportunity to Pending. We've found a work around by running the Validation Rule off the User Role which in most cases is correct.
Glad to hear that you came up with a workaround. If you included a condition to check whether $User.Id = OwnerId as part of your validation rule, would that get you closer to what you need?
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I don't think you can do it using SFDC Formula Language and Fields. The Opportunity.OwnerID is as far as you can get.
Maybe you can do it with Apex Code (but that's outta my league)
Glad to hear that you came up with a workaround. If you included a condition to check whether $User.Id = OwnerId as part of your validation rule, would that get you closer to what you need?