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ravi chandra 16 Looking logic
Hi Every One,
Kindly provide expected solution to below queries.
Declaratively create logic in your org that prevents two Opportunities from being created on a single Account in a single day.
Declaratively create logic in your org that prevents closed Opportunities from being updated by a non System Administrator profile.
Many Thansk in advance.
Kindly provide expected solution to below queries.
Declaratively create logic in your org that prevents two Opportunities from being created on a single Account in a single day.
Declaratively create logic in your org that prevents closed Opportunities from being updated by a non System Administrator profile.
Many Thansk in advance.
For first requirement,
You can do this by creating a unique text field on Opportunity and update that field through workflow when a record is created with value
AccountId + TEXT(CreatedDate)
This unique field will give you error when creating second opportunity for the same Account on the same date.
Refer the below link how to proceed for your reference
http://focusonforce.com/configuration/preventing-duplicate-records-with-salesforce-config/
For Second requirement you can create a validation rule to prevent other profiles to edit the closed opportunity
Validation rule formuala will be ; IsClosed && NOT($Profile.Name = 'System Administrator')
Try these and let me know if you need any help.
Regards,
Bhanu Mahesh