Sometimes, the little things can make all the difference. In certain cases with Salesforce, customizing the little things in the system are exactly what you need to make sure everything runs smoothly. Take, for example, the Close Date of an Opportunity. Traditionally, the date can be edited after a value has been entered, but suppose you want to get it to lock after the Opportunity hits a certain stage. How to do this?
Write a validation rule! For example, if the stage in question is called “Awarded – Written” your rule could look something like this: AND(OR(ISPICKVAL(StageName,’Awarded – Written’)),ISCHANGED(CloseDate))
-Ryan and the CMB Team
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.