We've got several departments using Salesforce and while we'd like everyone to use products with opportunities we can't currently do this across the board. However, for the departments that do use products I'd like to have the users add products immediately after creating the opportunity. I can do this globally by checking the "Prompt users to add products to opportunities" in the Opportunity Settings section, but what I need to do is to only have specific users get prompted (based on either a user field or profile).
I've tried URL hacking this, but it doesn't appear the display of the "Save" vs. "Save and Add Products" buttons on the new opportunity page are controlled by parameters.
I know I can override the new button completely, but being unable to use page layouts to drive the fields visible on the new opportunity page layout is also a deal breaker (way too many record types and page layouts to handle).
Anyway have any suggestions for how to accomplish this?
Best Answer
What you can do is create a rollup summary on the Opportunity that counts the number of products that are added to the Opportunity. Then, with validation rules, you could prevent the progression of the Opportunity Stage to anything other than the default stage when that count field equals zero.
In your validation rule you can also check the $Profile and $User globals to restrict only certain profiles or User attributes.