1. Production org or sandbox? (include your sandbox name or Org ID)
2. Would you like us to contact you before proceeding (even if requirements are clear)? We'll always contact you if something needs further explanation.
3. Object (for example: Account, Contact, Opportunity)
4. Rule Name (for example: Competitor lost to is required)
5. Activate Rule? (will remain inactive unless you specify otherwise)
6. Description (will be left blank unless you specify otherwise)
7. Rule Logic (for example: If 'Opportunity Stage' = Closed Lost, 'Competitor lost to' is a required field)
8. Error Message (for example: "Competitor lost to is a required field.")
9. Location of error (for example: Top of page or Field. For Fields, you must specify which field)
Find more Case Templates
All of our Configuration Case Templates can be accessed on our Premier Success Plans Tool kit under “Customize Salesforce for your Business” (click Download on the “Configuration Case Templates” tile).
You can also access them directly by visiting Configuration Case Templates.