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vasu sfdc_21 trigger with apex class close date opportunity
Hi Folks,
I'm stuck in below requirement.Getting error because of process builder and validation rule and it's not working. Can we do by apex class and trigger with custom lable or what is the best way. please help me out ..
Task:
System automation to prevent early stage opportunities with unrealistic, near term close dates.
Ask:
For early stage pipeline opportunities, automatically push the close date to align to ‘healthy’ pipeline metrics:
30% - Expressed Interest >45d,
20% - Solution Identified >60d;
10% - Discovery >75d;
1% - New >90d
Autoclose:
Last modified Date >60 days
Stage Duration >120 days
If a user tries to save an opportunity that violates these guidelines, display a message that lists the close date expectations and directs them to contact sales ops if an override is needed.
Thanks !!
I'm stuck in below requirement.Getting error because of process builder and validation rule and it's not working. Can we do by apex class and trigger with custom lable or what is the best way. please help me out ..
Task:
System automation to prevent early stage opportunities with unrealistic, near term close dates.
Ask:
For early stage pipeline opportunities, automatically push the close date to align to ‘healthy’ pipeline metrics:
30% - Expressed Interest >45d,
20% - Solution Identified >60d;
10% - Discovery >75d;
1% - New >90d
Autoclose:
Last modified Date >60 days
Stage Duration >120 days
If a user tries to save an opportunity that violates these guidelines, display a message that lists the close date expectations and directs them to contact sales ops if an override is needed.
Thanks !!
Hi Vishal,
Can you please elaborate your requirement ?
Also have you tried this with any code? If yes please provide it.
Let us know what error you got.
Regards,
Priya Ranjan