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Lock Those Closed Opportunities - Salesforce Quick Tip
2009/07/31 23:03:18瀏覽390|回應0|推薦0
This tip will help keep your historic opportunity reports accurate by locking opportunities after they close.

Here's the code (modify the code to fit your instance if your field names are different):

AND(OR(ISPICKVAL(PRIORVALUE(StageName), "Closed Won"), ISPICKVAL(PRIORVALUE(StageName), "Closed Lost")), NOT($Profile.Id = "00e60000000qvp1") )

Enjoy!

( 興趣嗜好電腦3C )
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