Anyone have pointers as to what to do with this? I've tried refreshing the DTC dataset and re-downloaded it and uploaded it again, but still the same error.
I'm clearly a newbie here and would need to implement the following scenario using an update trigger:
If opportunity team contains members of two required roles (team must have a minimum one member per each role), a checkbox field gets ticked on the opportunity.
On Opportunity object- API name : Engineers_assigned__c Field type : Checkbox
On Opportunity Team object- Member roles required : 'Pre-Sales Consultant' AND 'Implementation Engineer' (minimum one of each role)
Anyone have pointers as to what to do with this? I've tried refreshing the DTC dataset and re-downloaded it and uploaded it again, but still the same error.
I'd like to stop sales reps from accidentally selling products we no longer offer.
I can't seem to find a way to use validation rules to make sure that opportunities can only be closed as lost if they have inactive products in the line items. I would like to throw a message out that says "Cannot close opportunity as Won. Inactive Product Lines" or something similar.
I thought a Roll-up summary might help but it doesn't because the "Active" flag isn't a field choice.
