I have Two business requirements
1) Leadership team asked me to prevent updating of Sales Stages manually
2) Sales Stages should be updated as result of Logging of Activities
So, I came with following solution
First I have written Validation Rule, which is
AND(
NOT(ISNEW()),
ISCHANGED(StageName)
)
this rule is working fine, nobody can modify sales stages anymore.
Now off to Process Builder
- Object = Task
- Criteria = Set Conditions
Conditions are
[Task].Status = Picklist Value = Completed
[Task].WhatID(related to) = starts with = 006 (opportunity object key prefix)
[Task].Subject = String = Call
Immediate Action
Update Records
- Choose Related opportunity record
Criteria for updating record
Updated Records Meet all Conditions
stage = picklist = prospecting (1st stage)
Set New Field Values
Stage = picklist = Contacted (2nd Stage)
My process builder is working fine too…just that i have to disable validation rule otherwise process fails to execute.
Kindly guide me as to how to achieve these objectives.
Kind Regards
Prashant
Best Answer
Follow below steps to bypass validation rule in process builder:-
Adjust your Validation Rule to:
reference:- https://help.salesforce.com/articleView?id=000247715&type=1
Hope it helps You.