I am trying to make a field required for the sales team but I am having a hard time to make it work as its the first couple of weeks using Salesforce.
Today we have a field called stage which can be closed lost or closed won etc. However, I want to make a sub-stage mandatory for the sales people where it says Lost to Competitor, Price etd. Would you be able to help me with thi? Bear in mind my experiance is limted.
Thanks a lot!
2 answers
Thanks a lot for the quick reply. I am sorry but I dont understand most of that for instance finding the Picklist field under the Define Dependent Picklists and management settings. Would you be able to dumb it down for me please?
Thanks alot!Hi Per,
based on your explanation looks like the sub-stage is a picklist field and if so you could look into creating a field dependency between the stage and sub stage fields.
Step1: Create a Dependent Picklist field
where Stage is Controlloing field
and Sub Stage is Dependent field
Click here to know more about creating dependent picklists
Step2: Create a field Dependency Matrix i.e. show the values under the sub stage field only when Stage is Closed Lost
Click here to know more about creating field dependency matrix
Step3: Make the Sub Stage field required on the pagelayout(s) by editing the page layout and checking the required box next tot he Sub stage fieldor if you dont want to use dependent picklist as above ( I would recommend to go with the above approach as it offers a better user experience) you could use a validation rule as below
AND(
TEXT(StageName) = 'Closed Lost',
ISBLANK(TEXT(Sub_Stage__c))
)
please use the insert field button to select teh field API Name of Sub stage field
